ERP for the services industry

Make Selling services easy and efficient with the best ERP for the services industry

ERPNext software for the manufacturing industry simplifies the manufacturing cycle, assists in tracking material consumption, displays schedules, takes care of subcontracting, and much more!

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Enhanced logistics in your services business

Running a services business has its own challenges compared to running a product business. ERPNext for the service industry offers hosting and support services, so we are precisely acquainted with some of the complicated areas in the services industry.

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Manage your customers

Allot devoted account managers, tax categories, and Tax IDs for calculating tax automatically. Use diverse currency for your abroad customers where the exchange rates will be calculated automatically.

Save various contacts, emails, and phone numbers of various customers. You can set a credit limit on customers to avoid additional sales for customers with a huge tab. Build rapport with customers by having a loyalty program.

Campaigns

We all know that customer acquisition can be difficult in a business, specifically when it is a startup. With the feature of the campaign in ERPNext Dubai, you can send emails to various leads and manage each one of them individually.

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Subscription

It helps in setting up diverse subscription plans and allocating them to customers. You can even set an experimental period for your subscriptions. Easily add taxes and discounts to your subscriptions, just like adding the regular item. The subscriptions can be replicated at varying intervals like every day, once a month, or once in a few years. Invoices can be generated automatically after the trial.

Project management

Accomplish internal and external projects proficiently. Bill your customers for the employees you have sent to their location through the Time Sheets facility. Generate and track tasks to retain your employees on their toes throughout essential projects.
Gantt charts and Kanban boards support you to track and envisage tasks for a speedy and easy view of your growth.

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Help desk

Most of the time a services company faces more concerns compared to a product company. ERPNext for the service industry recognizes this, makes available lots of features to establish and achieve inward issues.
Through features like 'Append To', concerns are automatically created in ERPNext when customers send issues to a configured email id. It categorizes concerns by leads, projects, or businesses. Documents quality info like how many minutes it took to send the first response.

Service level agreement

ERPNext UAE will show every feature of your MRP for work orders against sales or material requirements. You can also track material consumption of sequential or batched records to limit expenses and attain nill wasted resources.

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Record warranty claims

You can now effortlessly record and manage warranty. Also, annual maintenance contracts for different serialized items can be sold to customers. This feature helps you know precisely which units are in or out of warranty.

You can set resolution and customer information for valid claims. If an item is large or installed at the customer's locality, this can be handled with the Maintenance Visits feature.

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Maintenance visit

When a product cannot be carried to your center for service and maintenance, it is necessary to visit the customer's site. ERPNext Dubai records the progress of the appointments, scheduled or unscheduled, and also records the person accomplishing the visit and the status of work.

Maintenance schedule

With a yearly maintenance contract, regular maintenance appointments are necessary to keep the service up. These visits easily can be recorded and tracked. Through predefined periods, the plan can be created automatically.

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Multi-currency accounting

ERPNext eases the transactions of different currencies. It helps in sending invoices and adding expenditures in any currency and allows the system to convert them to your currency. You can even easily view monetary transactions and reports in numerous currencies.

Billing and pricing

Easily handle customer subscription billing lifecycle by invoicing your customers. You can receive payments easily by sending payment requests through email or SMS reminders. Generate custom print templates for bills with the help of Jinja or HTML and set up defaults in no time.

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On-the-fly customizations

With the help of ERPNext, you can craft your own services ERP software. Record the important information by adding custom fields in your forms. Also, alter form behavior by fetching the values automatically. You can also hide fields based on user roles, and create custom print formats easily without adding a single code.

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