Services ERP

ERP for service businesses that bill their time

Customer accounts, campaigns, subscriptions, help desk with SLAs, project management, warranty claims and maintenance scheduling — the full service lifecycle on one platform.

SLA

Tracked Automatically

Capability Areas

12+

Years of Experience

24h

Expert Support

Capabilities

Built for agencies, consultancies and field service

Twelve capability areas covering customers, delivery, support and billing.

Customers

Manage your customers

Keep every client account in one place — dedicated account managers, automatic tax handling, multi-currency billing and loyalty rewards that keep customers coming back.

Assign dedicated account managers for personalized customer support and engagement.
Automatically calculate taxes based on assigned Tax IDs and categories for efficiency.
Utilize multiple currencies for international customers, with automatic exchange rate calculations.
Implement a loyalty program to reward and retain customers, strengthening brand loyalty.

Marketing

Campaigns

Reach many leads at once, then follow each conversation individually. Built-in analytics show which campaigns actually convert.

Send emails to multiple leads simultaneously, simplifying outreach efforts.
Manage each email thread separately for effective follow-up and engagement.
Track campaign performance to refine strategies and improve conversion rates.
Leverage built-in analytics to assess the impact of your marketing initiatives.

Recurring Revenue

Subscriptions

Manage customisable subscription plans, trial periods and automatic invoicing so recurring billing runs itself.

Create customizable subscription plans tailored to various customer needs.
Set trial periods to attract new customers and encourage long-term commitments.
Easily apply taxes and discounts to subscriptions, just like regular items.
Automatically generate invoices after the trial period, ensuring timely billing.

Support

Help desk

A service desk built to streamline issue management and lift customer satisfaction, with tickets raised straight from email.

Automatically create issues from customer emails with the 'Append To' feature.
Classify issues by leads, projects, or companies for easy organization.
Track response time and ensure SLA compliance to improve customer satisfaction.
Streamline issue management and enhance service quality with efficient tools.

Delivery

Project management

Run internal and client projects with timesheets, task tracking and visual tools like Gantt charts and Kanban boards.

Manage both internal and external projects effectively to meet client expectations.
Use the Time Sheets feature to bill customers for employee time on-site.
Create and track tasks to maintain productivity during crucial project phases.
Visualize progress with Gantt charts and Kanban boards for quick updates on tasks.

Commitments

Service level agreements

Set clear targets for response times, automate SLA assignment, and act proactively to keep customers satisfied.

Set measurable targets for response and resolution times to ensure quality service.
Automatically apply SLAs to new incoming issues for consistency in service delivery.
Communicate support hours to manage customer expectations effectively.
Take proactive actions based on SLA metrics to improve customer satisfaction.

After Sales

Record warranty claims

Track warranty claims and maintenance contracts for serialized items, ensuring timely resolution and efficient service delivery.

Easily record and track warranty claims for different serialized products sold to customers.
Utilize serialized inventory to monitor which units are in or out of warranty.
Set resolution and customer details for valid claims to streamline the process.
Manage maintenance visits for larger items installed at customer locations with ease.

Field Service

Maintenance visits

Record and monitor scheduled and unscheduled maintenance visits, building a thorough service history and clear accountability.

Record both scheduled and unscheduled visits for comprehensive service tracking.
Document the person performing the visit and the work accomplished during each service.
Monitor visit progress to improve accountability and service quality.
Maintain a history of all visits for better insights into customer service interactions.

Contracts

Maintenance schedules

Set up automatic maintenance schedules from contracts, ensuring timely service and clear communication with customers.

Record regular maintenance visits easily with predefined scheduling periods.
Automatically generate maintenance schedules based on annual contracts.
Ensure consistent service delivery to keep customer systems operational.
Enhance communication with customers regarding their maintenance timelines.

Global Finance

Multi-currency accounting

Handle global transactions effortlessly with automatic currency conversion, multi-currency invoicing and detailed financial reporting.

Manage transactions in various currencies with ease, enhancing global business operations.
Send invoices and add expenses in any currency, with automatic conversions to the base currency.
Generate financial reports in multiple currencies for comprehensive analysis.
Streamline financial operations to facilitate international transactions effortlessly.

Receivables

Billing and pricing

Streamline billing and pricing, automating invoicing and payment requests. Customise print templates and notifications to improve client communication and transaction speed.

Easily invoice customers and manage receivable payments with automated payment requests.
Send timely email and SMS notifications to keep customers informed.
Accelerate transaction processing with custom print format templates using HTML or Jinja templating.
Configure billing settings once for seamless ongoing transactions.

Customisation

On-the-fly customization

Tailor the system with on-the-fly customization options. Enhance data entry efficiency and security with personalised forms and fields.

Map the data that matters with custom fields on any service or project form.
Customize form behavior by auto-fetching values for improved data entry efficiency.
Hide fields based on user roles to enhance user experience and data security.
Design custom print formats without writing a single line of code for tailored document outputs.

Localisation

Multilingual service management

Work in the language you’re most comfortable with. Support for multiple languages accommodates international teams and clients wherever they are.

Explore ERP for your industry

Included Mobile App

Field teams stay connected on the ERPNext Mobile App

Engineers and consultants on site can check tickets, log time and update job status from the phone. The ERPNext Mobile App connects to the same instance your office team works in.

Discuss your project

Have something in mind for your service business but don’t know where to start? Tell us about your idea and we’ll help you get the project moving.