Turn every sale into a lasting service relationship.
YieldSync reads your paid invoices, tracks every machine you sell and every part you supply, and reminds your customers exactly when their next service is due. Whatever your industry.
- Free to start
- Connects to Xero in minutes
- Your data stays private
Services due this month
24
- Due in 6 days
Espresso Machine (x3)
Harbour Lane Cafe
- Due in 12 days
Water Filter Cartridge
Northgate Dental
- Due in 19 days
HVAC Unit
Riverside Kitchen
Built for any business that sells and services equipment
- Coffee machines
- Water filtration
- Air purification
- Medical equipment
- Boilers & heating
- Refrigeration
- Fitness equipment
- Office equipment
- Catering equipment
How it works
Up and running before your next coffee break
No spreadsheets, no data entry. YieldSync learns your customer base straight from the invoices you have already sent.
- 01
Connect Xero
Sign in to Xero once. YieldSync gets read-only access to your paid invoices and contacts, and never changes anything in your books.
- 02
Tell us what you track
Create your own categories: the equipment you sell, and the consumables or parts that mean a service has happened.
- 03
Sync and relax
One historical sync builds your full customer base. From then on, every new sale or part order updates service dates automatically.
Features
Everything you need to keep customers coming back
Equipment becomes an asset
Every machine sold is tracked against its customer with its own service due date, calculated from your service interval.
Parts reset the clock
When a customer buys a filter, lamp or service kit, their equipment is marked as serviced and the next date rolls forward.
One tidy reminder per customer
Identical machines due on the same day are grouped, so customers get one clear email instead of a cluttered list.
Reminders on autopilot
Customers are contacted ahead of their due date at a sensible hour, with a safe test mode before anything goes live.
A service pipeline
Move every upcoming service from contacted to scheduled to completed, so nothing slips through the cracks.
Full customer history
See every purchase, part and service for a customer on a single timeline, pulled straight from Xero.
Security
Your customers are your business. We keep it that way.
Each account is completely separate. A new account always starts empty, and your data is never shared with anyone else.
Private to your account
Every record is locked to the account that created it. Nobody else can see or change it.
Read-only Xero access
We only read invoices and contacts. Your accounting data is never edited.
Safe test mode
Preview every reminder and send it to yourself before customers ever receive one.
Your next year of service work is already in Xero.
Create your account, connect Xero and see every upcoming service in minutes.