Services ERP Features From Project to Invoice
From the first task to the final invoice, here are the features that make an ERP worth running for a service business, on Odoo, ERPNext or SAP.
One system, from the task to the ledger
Every project in one view
Tasks, milestones, deadlines and owners live on the project, so delivery is visible and nothing falls through the gaps.
- Tasks, milestones and deadlines.
- Budget against actuals per project.
- Client and internal views.
Time that turns into an invoice
Staff log time against tasks on web or phone, and billable time becomes a draft invoice with one action, so revenue stops leaking.
- Quick time logging on web and mobile.
- Billable time to invoice in one step.
- Retainer, time and milestone billing.
Utilisation and margin in real time
Time and expenses on the project give live margin, and capacity views show who is over or under loaded, so you plan with real numbers.
- Live project margin against budget.
- Utilisation and capacity by person.
- Profit by client and service line.
Everything a services firm needs
CRM and pipeline
Leads, proposals and won work flow straight into projects and billing.
Contracts and retainers
Scopes, retainers and renewals tracked, with billing that follows the agreement.
Expenses
Staff and project expenses captured and booked to the right project.
Accounting and finance
Invoices, expenses and revenue post to one ledger for clean books.
HR and payroll
Staff records, leave and payroll on the same platform as delivery.
Dashboards
Live utilisation, margin, billing and receivables across every team on one screen.
See These Features on Your Firm
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