How Do Xero Tracking Categories Work?
These values are selected on the job within ServiceM8 and are then included in the Burdi Job Report, allowing the information to flow through to Xero for reporting and analysis.
How It Works
Step 1: Assign Tracking Categories to the Job
Before generating a Job Report, you must first select the appropriate Tracking Category values on the job.
Depending on how your business has configured Xero Tracking Categories, you may see fields such as:
- Xero Technician
- Xero Lead Source
- Xero Business Division
- Xero Department
- Xero Location
Step 2: View the Burdi Job Report
Once the Job Report has been created, the selected Tracking Categories will automatically appear in the report.
If the Tracking Categories do not appear immediately, simply click Refresh on the Job within the report to update the information.
Why Is This Important?
Tracking Categories help you report on important business information such as:
- Technician performance
- Lead source effectiveness
- Branch or location performance
- Department reporting
- Business divisions
Important
If Tracking Categories are not completed on the job, they cannot be included in the Job Report.
Missing Tracking Categories result in missing reporting data, which can make it difficult to accurately analyse your business performance.
For best results, make it part of your workflow to complete all Tracking Category fields on every job before generating or reviewing the Job Report.
Best Practice
✅ Complete Tracking Categories on every job.
✅ Check they appear in the Job Report.
✅ If they don't appear, click Refresh on the job.
Following these simple steps ensures your Job Reports contain complete and accurate reporting data.
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