For companies that sell products and provide complementary services – like installation, maintenance or fabrication – the operational side of the business can become complex in a hurry. Understanding your sales forecasts, on-hand inventory, job costs, scheduling and resource availability is key to keeping customers happy – but it’s not easy when you have fragmented systems.
To be effective and deliver quality service, you need all this data in one place.
The right ERP software enables you to confidently predict demand, control inventory costs and deliver timely, efficient service.
Simplifying your day-to-day operations with ERP software enables you to achieve new levels of growth.
With your entire business connected in one system, you can manage inventory more effectively, improve profitability and spend less time scheduling your field service team.
Interested in growing your business? Here’s how ERP software helps:
Easily track all costs against your jobs – including inventory, materials and labour – so you can produce more accurate invoices in less time.
Use intuitive tools to assign the right resources to the right jobs and proactively identify scheduling conflicts. Empower your team to be more efficient in the field with easy access to view and update job information.
Contract management tools make it easy to track billing milestones and phases on each job without the hassle of spreadsheets. With automatic flow-through of costs from the job to your accounting team, you can speed up invoicing and collect payment faster.
Ensure you’re investing in the right inventory to meet customer demand without over-stocking. Demand planning tools do the heavy lifting for you to create purchasing plans based on sales forecasts, allocation to service jobs and historical data.
Get complete visibility into inventory levels across multiple warehouses, so you know exactly what you have on-hand and where it’s located. Monitor inventory updates in real-time to identify potential shortages before they happen.
Get a clear picture of your top metrics across the entire business in a single dashboard. In just a few minutes, you can check gross margin by job, resource utilization, schedule and cost variances, inventory turnover and more.
Staying competitive means increasing efficiency and eliminating bottlenecks. A complete ERP solution helps you control costs, optimize inventory levels and deliver top-notch service to your customers.
Our customers have seen measurable results with ERP software, including:
20–35% lower inventory investment
5–10% increase in productivity
5% increase in gross margin
20–50% faster financial close
10–20% reduction in days sales outstanding
We used to invoice our clients two to three months out. Now we have reduced that to one to two weeks. That’s incredible, as a business owner, ensuring that the cash flow is there.
ProjectLine has unlocked value – they’ve given us access to our data and an understanding of our own business, leveraging SAP Business One.
We understand that selecting a new ERP system can be daunting. But it doesn’t have to be.
At ProjectLine, our top priority is helping you find the best-fit ERP software for your business. As a leading Canadian ERP partner, we have years of experience working with other commercial sales and service companies just like you.
Before we recommend an ERP solution, we put ourselves in your shoes and go deep to understand your unique business structure, process, culture, and most importantly, your people. Only then will we safely guide you to the technologies and processes your business demands to run smoothly, not just today, but 10 years from now.