ERPNext for Service Industry
Maintain and operate business system for peak performance.
Best ERP For Service Based Industry
GO BEYOND BUSINESS AUTOMATION WITH ERPNEXT
To enhance the level of productivity, service quality, and competitiveness in IT or other on-premise based service businesses (Example: Consultants, traders, manufacturers, lawyer), we offer a pool of ERPNext solution that identify new opportunities, define better business process, effective in managing teamwork, resulting in client or customer satisfaction.
Our ERP service platform remains a sustainable solution that reduces uncertain revenue churns, resource-intensive operations, and time-consuming or complex tasks.
We offer customized ERP implementation, development, and support services to several managed service businesses ensuring prolonged satisfaction and relationship.
Benefits of ERP in Service Industry
- Flexibility, Scalability, Adaptability
- Control over resource and project
- Flexible Accounting Options
- Comprehensive project supervision
- Confirgurable planning & Scheduling
- Complete front-end touch points
Perfect ERPNext Modules in Service Companies
Bring new opportunities to professional service industries with our ERP development system that navigates end-to-end trends and pain points.
Manage Your Customers
Save customer name, contact, email details
Allot sales & account managers
Add Tax templates & manage tax categories, IDs
Auto currency calculation for abroad clients
Manage Marketing Campaigns
Create Email campaign templates easily
Manage customers individually or in groups
Email Segment customers under different campaign
Schedule multiple campaigns at once
Subscription Plans
Setup diverse subscription plans
Add tax and discounts to subscriptions
Setup experimental period for subscription
Replication of subscriptions can be done at varying intervals
Automated invoices are generated after trail period
Project Management
Daily Timesheet management
Task, resources, costs, people management
Project defining, planning and scheduling
Sales contract and sub-contract management
End-to-end project reporting
Service Help Desk Support
Customers can raise issues or enquiry via forms or email ID
Custom Help desk form templates
Categories concerns based on leads, project, infrastructure, etc
Manage enquiry based on Priority-wise (less, medium, high)
Customizable Status (open/close) of every enquiry ticket
Service Level Agreement
Specify scope, sale, material requirement of project
Note expected and delivery date of project
Mention cost MRP of work orders
Track material consumption & batch records
Informal or legal binding document
Record Warranty Claims
Select serial number of item on warranty claim
Serial number details of project or customer solution
Centralized entry of unit in and outs of warranty
Update resolution details of warranty claim
Service Maintenance Visit
Incoming customer appointment order
Record of scheduled and unscheduled item
Allot sales person or engineer respective task
Accomplist visit and update the status of work
Service Maintenance Schedule
Admin or sales person can generate schedules
Allot maintenance item to sales person
Service is planned based on predefined periods
Multi-Currency Accounting
Centralize financial datas
Manage accounts receivable & payable
Manage cash flow, accurate job/project cost
Simplified budgeting, forecasting, activity-based pricing
Manage different currency transaction with reports
Billing & Pricing
Auto generate billing sales invoices to clients
Monitor Customer details and sale item info
Send request to customers to receive payments
Custom SMS or Email reminders
Create custom print templates for billing
Quick Customization
Craft custom print forms and invoices
Custom email templates for campaign
Last min editing is possible in billing
Hide field access based on user role
