Launch jobs instantly from requests, re-engagements, and onboarding — no more double handling
We’ve all been there. A client request comes through Seamlss, you gather all the information, get everything signed… then you switch to XPM to manually create the job. Again. And again. For every single client interaction.
That gap between “client says yes” and “job exists in XPM” is where profitable work goes to die.
Not anymore.
Introducing XPM Job Integration
Starting today, you can launch XPM jobs directly from Seamlss — whether you’re processing a new request, running a re-engagement campaign, or onboarding a new client.
One click. Job created. Team notified. Work begins.
The Old Way Was Broken
Think about your current workflow:
- Client completes a request in Seamlss
- You review and approve it
- You open XPM in another tab
- You manually create a new job
- You copy across client details
- You select the right template (hopefully)
- You set dates and budgets
- You assign team members
- You go back to Seamlss to mark it complete
That’s 5-10 minutes of admin. Per job. Every time.
For a firm creating 20 jobs per week, that’s nearly two hours of pure admin waste. Every single week.
The New Way: Direct to XPM
Now when you’re ready to action any client work in Seamlss, you’ll see a new option: Create XPM Job.
Here’s what happens:
- Select your job template from your existing XPM templates
- Set your budget and dates (or use defaults)
- Choose when to deploy: immediately or upon completion
- Click save
Done. The job appears in XPM instantly, with all client details populated, ready for your team to action. You can start allocating time against jobs when requesting data and interacting with clients while the job is being called in.
Three Ways to Create Jobs
1. From Client Requests
When a client submits a request for additional work through Seamlss, convert it straight to a job. Perfect for those ad-hoc compliance requests or year-end adjustments.
2. During Re-engagement
Running your annual re-engagement campaign? As clients confirm their continuing service, launch their jobs for the year ahead. Set up FY25 tax returns, BAS, and annual reviews in one go.
3. Through Onboarding
New client just signed their engagement letter? Their first jobs can be created before they’ve even left the meeting. By the time they’re home, your team’s already started work.
Smart Deployment Options
Not every job should start immediately. That’s why we’ve built in deployment flexibility:
Deploy Now: For urgent work, client requests, or when your team has capacity. The job appears in XPM immediately.
Deploy on Completion: For re-engagement campaigns or batch processing. Jobs are created but held until you mark the request as complete — perfect for managing workflow timing.
What You Can Control
- Job Templates: Use any of your existing XPM job templates
- Job Names: Auto-populated but fully editable
- Budgets: Set default amounts or customise per client
- Categories: Assign to Compliance, Consulting, or Internal
- Start & Due Dates: Default to today + 60 days, but fully adjustable
- Multiple Jobs: Create different job types for each client in one go
Before You Start: Check Your Permissions
Your team members need appropriate XPM job permissions to create jobs through Seamlss. Specifically, they’ll need:
- Access to all practice jobs (or relevant subset)
- Permission to manage jobs (Edit, Create, Delete)
You can check and update these permissions in XPM under Staff > Permissions > Jobs.
The Bottom Line
Every minute spent on double-entry admin is a minute not spent on client work, business development, or having a life outside the office.
This integration eliminates one of the most common workflow bottlenecks we hear about. It’s the difference between “I’ll create that job when I get time” and “Done.”
Ready to Connect XPM?
The integration is live now for all Seamlss users with XPM access.
Getting started takes 2 minutes:
- Go to Settings > Integrations in Seamlss
- Connect your XPM account
- Test with your first job
Need help setting up? Check our [detailed setup guide] or [book a quick demo] with our team.
Stop losing jobs in the gap. Start launching them instantly.