Service Business ERP Software
Manage clients, contracts, service tickets, field teams and billing for service companies.
Common Service Business Challenges
- Service requests come through many channels
- AMC renewals are missed
- Field engineers are hard to track
- Billable work goes unbilled
One System for the Whole Operation
Service Business ERP logs every request as a ticket, assigns engineers, tracks contracts and bills every completed visit.
Key features
- Ticket logging and assignment
- AMC and contract renewals
- Field engineer tracking
- Visit-based billing
- SLA monitoring
Modules Included in Service Business ERP
A typical Service Business ERP implementation includes the modules below. Modules can be added or left out to suit your business.
What Changes After Implementation
Service Business Process Flow in the ERP
Select any step to see the department, users, inputs, activities, outputs and ERP modules involved. Each step updates the next automatically.
-
1RequestService
Request
- Department
- Service
- Users / Roles
- Service Manager
- Service Coordinator
- Field Engineer
- Inputs
- Customer or business requirement
- Activities
- Request recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Ticket
- ERP Modules
- Helpdesk
- Service Management
Typical configuration – refined to your exact process during implementation.
Next process: Ticket
-
2TicketService
Ticket
- Department
- Service
- Users / Roles
- Service Manager
- Service Coordinator
- Field Engineer
- Inputs
- Output of: Request
- Activities
- Ticket recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Assign
- ERP Modules
- Helpdesk
- Service Management
Typical configuration – refined to your exact process during implementation.
Next process: Assign
-
3AssignOperations
Assign
- Department
- Operations
- Users / Roles
—
- Inputs
- Output of: Ticket
- Activities
- Assign recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Visit
- ERP Modules
—
Typical configuration – refined to your exact process during implementation.
Next process: Visit
-
4VisitService
Visit
- Department
- Service
- Users / Roles
- Service Manager
- Service Coordinator
- Field Engineer
- Inputs
- Output of: Assign
- Activities
- Visit recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Resolution
- ERP Modules
- Helpdesk
- Service Management
Typical configuration – refined to your exact process during implementation.
Next process: Resolution
-
5ResolutionService
Resolution
- Department
- Service
- Users / Roles
- Service Manager
- Service Coordinator
- Field Engineer
- Inputs
- Output of: Visit
- Activities
- Resolution recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Customer Sign-off
- ERP Modules
- Helpdesk
- Service Management
Typical configuration – refined to your exact process during implementation.
Next process: Customer Sign-off
-
6Customer Sign-offService
Customer Sign-off
- Department
- Service
- Users / Roles
- Service Manager
- Service Coordinator
- Field Engineer
- Inputs
- Output of: Resolution
- Activities
- Customer Sign-off recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Billing
- ERP Modules
- Helpdesk
- Service Management
Typical configuration – refined to your exact process during implementation.
Next process: Billing
-
7BillingFinance
Billing
- Department
- Finance
- Users / Roles
- Accountant
- Inputs
- Output of: Customer Sign-off
- Activities
- Billing recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Completed transaction and reports
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Who Uses Service Business ERP
Every user gets a role with access to only the screens, branches and approvals they need. Roles are configured to your organization chart.
Management
- Business Head
Service
- Service Manager
- Service Coordinator
- Field Engineer
Sales
- AMC Sales Executive
Stores
- Spares Keeper
Finance
- Accountant
See What Matters, When It Matters
Role-wise dashboards give owners, managers and staff the numbers they act on, with drill-down to the underlying documents and export to Excel or PDF.
Connects With Your Tools
Configured Around Your Business
- Requirement study of your current service business processes
- Custom fields, reports and approval workflows
- Data migration from Excel or your existing software
- On-site / online training for each department
- Support and enhancements after go-live
Related ERP Solutions
Build Your Service Business ERP
See Service Business ERP configured for your processes. Request a personalised demo or a quote for your requirement.