Service-based

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Simplify Job & Project Management

For service-based businesses, providing exceptional service to your customers is what makes your company successful. When you’re moving from job to job, sometimes it’s hard to keep track of the details for each one, like deadlines, team progress and budgets. And as you grow and take on more clients, managing your projects and resources becomes more complex. The SAP Business One solution helps you streamline your operations, simplify project management and strengthen relationships with your customers.

  • Get real-time visibility on all of your current projects – easily see which projects are profitable and on track, and which ones need attention.
  • Keep track of all billable expenses and improve cash flow with faster, more accurate invoicing.
  • Capture all of your customer data so you can respond to customer needs faster and manage your pipeline more effectively.
  • Easily prepare detailed quotes and estimates, using updated cost and scheduling information already in your system.
  • Effectively allocate your staff resources by scheduling them to jobs and track their hours using job-specific timesheets.
  • Set up system alerts to notify you if your jobs are over-due or over-budget to avoid any surprises.
  • Get a clear picture of your resource capacity in the coming months, so you can more effectively plan your book of business.
  • Ensure your teams – in the field and in the office – have the information they need to be effective.

Does this Describe You?

Industrial Sales and Service icon

Industrial Sales & Service

Your business is centered around selling products and providing some level of service to companies in the industrial space.

Business management solutions for professional services

Professional Services

Your business is mostly service-based, like an engineering firm, for example.

Maintenance, Repair, Overhaul icon

Maintenance, Repair, Overhaul (MRO)

Your business involves fixing mechanical, plumbing or electrical devices, following relatively simple processes.

How SAP Business One Works for Service-based Companies

See how our business management solution can help your team get total visibility and manage details of all ongoing projects.

Project Manager

Meet Nancy, she’s a Project Manager for a small engineering services company.

How SAP Business One works for Finance

Nancy’s Problems
  • Simultaneously managing multiple projects using multiple systems for different information makes it easy to lose track of individual project statuses.
  • Keeping track of personnel, time and expenses requires constant attention, taking focus away from other important tasks.
The SAP Business One Solution
  • Project management is made easy, and businesses can improve customer service, using integrated reports, orders and workflows to gain complete project visibility.
  • With an integrated system, you can allocate resources to a given job, and track time and expenses all within one system.

Project Team Member

Meet Sam, he’s a project team member for an engineering company.

How SAP Business One works for project team members

Sam’s Problems
  • Using disjointed systems leads to delays in communication of key information amongst the team and extended timelines.
  • Excel documents are shared back and forth via email, resulting in multiple versions and makes collaboration difficult.
  • A significant amount of time is spent in status meetings, taking away time that could be spent actually working on the project.
The SAP Business One Solution
  • With all of your project information in one system, all you need is an internet connection to access data via remote desktop connection or the mobile app.
  • Eliminate version control issues with all team members accessing the latest up-to-date information in a single system.
  • Quickly assess the status of any project with real-time reporting, so team members can dedicate their time to what matters most – moving the project forward.

Finance

Meet Gail, she’s part of the Finance team at an engineering services firm.

How SAP Business One works for Finance

Gail’s Problems
  • Accuracy of billable time and expense tracking is not reliable, which flows down to project budgets and invoicing
The SAP Business One Solution
  • Streamlined processes allow you to easily capture all project-related expenses and generate client invoices faster, improving cash flow

Accounting

Meet Dan, he’s an Accountant at a small firm that uses job costing.

How SAP Business One works for Accountants

Dan’s Problems
  • Not clear on what the running costs of current jobs are.
  • Cannot track non-billable resources and materials against a job, making it difficult to evaluate job profitability.
  • Separate systems for job tracking and accounting means double entry of billable time, materials and other expenses, taking additional time and resulting in regular data errors.
The SAP Business One Solution
  • Gain visibility on all active jobs and get real-time reporting on job costs.
  • Track all pertinent costs (billable and non-billable) against each job.
  • In a single, integrated system, information from the field is automatically updated for the accounting department, reducing errors and time required to invoice the customer.

Field Technician

Meet Brad, he’s a field technician.

How SAP Business One works for Field Technicians

Brad’s Problems
  • Does not have access to pertinent job information in the field, requiring frequent calls back to home base throughout the day.
The SAP Business One Solution
  • Integrated scheduling and mobile functionality gives full visibility throughout the day and allows for seamless communication and changes as necessary.

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