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Getting started with Smartworks

What Smartworks is made of, and the order to set it up in for your business.

Last updated 16 Oct 2026

Overview

Smartworks has two apps that share the same jobs: the Scheduler, which the office uses on a desktop computer, and the Mobile app, which your team uses on their phones. Both work from your Xero organisation, so you connect Xero before anything else.

The Scheduler calendar, with jobs booked to team members across the day
The Scheduler's calendar, where the office books jobs to team members.

The two apps

  • The Scheduler runs in a web browser on a desktop or laptop. It needs a screen at least 1,000 pixels wide. This is where you create jobs, book them to team members, review time and materials, and invoice.
  • The Mobile app runs on a phone. Team members see their jobs, start and stop work, and add parts, notes and photos from site.
Step by step: set up Smartworks
  1. Sign up for a free trial.
  2. Connect Smartworks to Xero. Until you do, every Scheduler screen takes you to the Xero Connector.
  3. Add your team members and give each one the roles they need.
  4. Add any plant and equipment you book to jobs.
  5. Create your first job and book it to someone.

See also