ERPNEXT

ERP TAILORED FOR SERVICE BASED INDUSTRIES

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 ERPNext in the Service Industry

A modern, service-oriented ERP solution for professional services, facilate the growth, improve margin and streamline operation. Here are the benefits of choosing us for your service infrastructural process.
  • Flexibility, Scalability, Adaptability
  • Control over resource and project
  • Flexible Accounting Options
  • Comprehensive project supervision
  • Configurable planning & Scheduling
  • Complete front-end touch points
Shape Image
Shape Image

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

Centralize end-to-end customer or client information in your dashboard safely and monetarize anytime. Built better relationship using loyalty programs.
  • Save customer name, contact, email details
  • Allot sales & account managers
  • Add Tax templates & manage tax categories, IDs
  • Auto currency calculation for abroad clients
Shape Image
Shape Image
Shape Image
Shape Image

MANAGE MARKETING CAMPAIGNS

Enhance lead performance for your service business with email marketing campaign setup using ERPNext platform.
  • Create Email campaign templates easily
  • Manage customers individually or in groups
  • Email Segment customers under different campaign
  • Schedule multiple campaigns at once

SUBSCRIPTION PLANS

Automate recurring payments from customers by deploying ERP subscription plan service.
  • 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
Shape Image
Shape Image
Shape Image
Shape Image

PROJECT MANAGEMENT

Record workstation operations, resources or external or internal projects on daily basis with our ERPNext project management module.
  • 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

Approach firm or customers enquiry on-time with our ERP help desk feature and increase project turnovers and customer satisfaction rate.
  • 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
Shape Image
Shape Image
Shape Image
Shape Image

SERVICE LEVEL AGREEMENT

Define project details, service benefits, feature implementations, custom cost service development service required in a service-level agreement for supplier or end-user or customer.
  • 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

Automate warranty recovery claim for service or solutions provided to customers via ERP system.
  • 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
Shape Image
Shape Image
Shape Image
Shape Image

SERVICE MAINTENANCE VISIT

When items are harder to carry for service or maintenance, customer raise request that are to be addressed by engineer or plumber as destination 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

As service contract or customer maintenance appointment tickets, service are planned by the team. Sales team schedule certain maintenance visits based on availability.
  • Admin or sales person can generate schedules
  • Allot maintenance item to sales person
  • Service is planned based on predefined periods
Shape Image
Shape Image
Shape Image
Shape Image

MULTI-CURRENCY ACCOUNTING

Embrace digital transformation and uncover new revenue gates globally with our ERPnext financial and accounting functionality.
  • 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

Manage subscription billing and other cash transaction lifecylcle smoothly with our ERPnext billing module.
  • 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

Shape Image
Shape Image
Shape Image
Shape Image

QUICK CUSTOMIZATION

With zero coding skill, create easy documents or templates with our ERPnext software.
  • 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

Start Your Project with Us

We’ve been providing IT services to businesses in the Kenya area for over 10 years now. Whatever your goal or project size we will handle it with utmost proficiency.

Fill out the form and we'll be in touch as soon as possible.