ERP solutions for Service Industries

Whether you deal in simple, short-term jobs or complex multi-stage projects, you have many moving parts that can impact profitability and customer satisfaction. Meeting your timelines is critical to keeping your plan on track and delivering top quality service. Simplifying how you plan, schedule, deliver and cost your jobs/projects is the key to optimizing performance. Our innovative ERP solutions are built for the service industry, integrating all aspects of your business in a single system to streamline the entire process – right from estimate, through delivery, to invoicing and customer retention. It offers the sophistication to manage large projects, while being flexible enough to accommodate smaller jobs.

Service Industries We Work With

We help services companies in a variety of industries maintain stability, drive growth and boldly compete through the use of customizable and scalable enterprise resource planning solutions.

Specialty Trade Contractors

Industrial Machinery

Environmental Services

Industrial Automation

Oil & Energy

Event Services

ERP solutions for Management Consulting Companies

Business Services

Engineering

Software & Technology

What Our Service Customers Say About Our Powerful ERP Solutions

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.

Milena Radakovic, Nexus Exhibits

Read the Nexus Exhibits Story

In the scoping of what this solution would do for Team Power Solutions, we were at a 1.5-year return on investment. That’s a very strong ROI.

Tom Boehm, Team Power Solutions

Read the Team Power Story

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ERP Benefits for Services Companies

Deliver jobs on time & under budget

Improve profitability with accurate and timely cost tracking

Ensure all actual costs are tracked against your jobs to increase invoicing accuracy, reduce leakage and boost cash flow.

Deliver predictable results with real-time insight into service delivery

Simplify management of all the details that go into your jobs – from time, expense and materials allocation, to purchasing and customer management.

Simplify service contract management and billing processes

Easily track billing milestones or phases and streamline invoicing procedures with automated contract management.

Optimize resource utilization to increase efficiency and effectiveness

Leverage company-wide capacity planning to easily schedule your staff, allocate other resources and equipment, identify bottlenecks and adjust on the fly.

Boost cash flow with faster invoicing and payment collection

Quickly and easily review work-in-process for your projects and submit billable activities directly to your accounting team in one system. No paper print-outs required.

Set a solid foundation for each project with streamlined planning

Adapt your planning based on the complexity of the project. Easily create accurate project proposals based on actual historical data.

Streamline the equipment rental process on service jobs

Manage rentals on your jobs more efficiently – from quoting and rental contract creation, to dispatch, return and variance control.

Plan your book of business more effectively

Make better decisions about future projects and plan more efficiently with a company-level project plan.

SAP Business One project management features

Business Leader

Finance Leader

Sales Leader

Field Services Leader

Project Leader

Purchasing Leader

IT Leader

Your title could be CEO, Owner, President, General Manager or similar. You’re responsible for all aspects of the business – from revenue and profit margins to ensuring service quality and customer satisfaction, the buck stops with you. You need to be confident that your teams are in sync and stay on top of small issues before they turn into major problems that impact the business.

Understand the true cost of delivering your services – everything from labour, to expenses, materials and equipment
Get a complete view of the organization’s performance, including revenue, costs and margins by job or project
Identify your most profitable customers and maintain the relationship to maximize revenue opportunities
Pinpoint areas for improvement to maintain your competitive edge

Maintaining and increasing profitability
Identifying jobs that aren’t profitable and uncovering how to address critical issues
Balancing wage costs to deliver work-in-hand and maximize profitability
Understanding how to perform better, smarter and faster than your competitors to win more bids

Overtime rate by job
Utilization by project or resource
Gross profit by job/project
Chargeability by resource
Profitability and percentage growth

Whether your title is CFO, VP of Finance, Controller or Accountant, you’re the money person. It’s up to you to make sure your vendors are paid, payroll is met, payment is collected from customers and financial statements are accurate.

Accurately track and bill customers for all costs related to a job
Get a clear picture of resource costs and utilization rates
Evaluate gross profit on a job-by-job basis
Create budgets and financial forecasts based on accurate historical data
Centralize accounting and financial controls
Complete period end close quickly and accurately

Understanding the impact of wage costs on your bottom line, including overtime and underutilized resources
Having granular cost control, at the job level, to identify specific overruns
Producing accurate financial records
Effectively managing cash flow

Job costs and margins
Burn rate by job
Project estimates vs. actuals (time and budget)
Revenue and profitability goals
Time to invoice from job completion
Time to complete period-end close

As the Director of Sales and Marketing, VP of Sales or Business Development Manager, you lead the company’s sales initiatives. Your focus is on generating new business to drive revenue. Speed and efficiency are critical to making the most of your team’s time and keeping them focused on the goal – closing deals.

Analyze the estimates vs. actuals on past jobs to provide more accurate estimates on future jobs
Use templates to save time creating estimates, sales orders and proposals
Easily manage your accounts, including contacts and sales activities, on your desktop or on mobile
Easily report and analyze your sales performance from various angles

Quickly creating accurate estimates based on actual values from past jobs
Understanding how much you can discount a quote to beat your competition, without impacting profit
Analyzing your win / loss rates and reasons to improve future sales performance
Effectively managing customer accounts
Understanding what’s in your pipeline and what deals need attention

Variance between job bid and billed total
Gross profit by job
Win rate
Revenue by customer
Revenue and profitability by salesperson or territory
Percent of sales quota achieved

Your title might be VP or Director of Field Services, but you oversee the field service and repair arm of the company. You’re responsible for making sure jobs run smoothly. That includes scheduling the right field technicians and equipment to the right jobs, ensuring contract terms are met, maintaining customer satisfaction, and tracking job costs and profitability. You also need to make sure your staff have real-time access to the information they need to operate in the field.

Ensure you have the right staff, equipment and inventory on-hand to complete each job
Accurately track job costs and service time
Manage compliance with service contract terms
Track service events on equipment and contracts
Ensure your team has access to necessary information for every job or service call
Optimize processes to ensure quality service to the customer

Managing weekly capacity of your service delivery team
Accurately tracking work delivered to support billing processes
Driving efficiency and productivity of field service operations
Effectively managing service contracts

Overtime burn rate by job
Daily resource capacity
Gross profit by job
Percent of jobs delivered on time and on budget
Field expenses by job

As the Director of Client Services, VP of Professional Services or Chief Operating Officer, you’re responsible for services delivery in your organization. Quality and timeliness are your two top priorities. It’s up to you to make sure projects are delivered on time, on budget and on par with the client’s expectations.

Get company-wide visibility of resources to effectively schedule projects and allocate people
Proactively identify potential issues and resolve them before they impact the success of the project
Refine project quoting based on historical data
Track, review and approve costs against your projects
Access critical information across all aspects of service delivery – from resource availability, to project costs and client satisfaction
Optimize project management processes

Improving visibility into project performance, including budgets and timelines
Forecasting demand and managing capacity effectively
Delivering accurate and realistic project quotes
Responding to and managing client expectations

Weekly / monthly capacity
Average and realized bill rate
Resource utilization
Profitability by project
Project budget vs. actual

Your title could be Purchasing Manager, Senior Buyer or Supply Chain Manager. You're in charge of managing vendor relationships, ordering products and materials, and ensuring on-time delivery to meet job schedules.

Identify material requirements based on work-in-hand reporting
Easily create purchase orders based on job estimates
Track material quantity and cost against the job to avoid leakage
Manage procurement costs through consolidated vendor purchasing

Purchase materials just-in-time to meet demands for work-in-hand
Decrease unnecessary inventory exposure
Negotiating pricing and tenders with vendors

Work-in-hand material requirements
Time to fulfill job-based orders
Available to promise
High demand items

As the IT Director, VP of IT, CIO or CTO, you oversee the company’s information technology operations. You’re responsible for maintaining technical equipment, staying on top of the latest technology tools and trends, and evaluating changing technical requirements and solutions.

Target uptime of 99.9% per calendar month for hosted ERP solutions
Redundant, dual powered servers ensure your ERP systems are available even in the event of a facility failure
Free up internal IT resources by offloading server performance monitoring, hardware maintenance and security updates to our experienced datacenter team
Get budgeting piece of mind with predictable quarterly invoicing based on simple per user pricing

Minimizing ERP system downtime
Maintaining data security and back-ups
Managing user security
Providing the systems and tools necessary to maximize organizational efficiency
Maintaining lowest total cost of ownership for ERP systems

Total cost of ownership
Percent of downtime
Cost of hosting per month
IT staff productivity
100% cyber security

Job Costing & Delivery

Simplify the way you manage service jobs – from planning, to scheduling and costing. An ERP solution designed for your business will give you a clear picture of your performance on every job.

Track all costs against your jobs to improve invoicing accuracy
View historical service events against related contracts or equipment
Create accurate job estimates based on historical data
Track and bill against phases or milestones defined on your service contracts
Schedule staff, equipment and materials to each job
Get total visibility of resource commitments across all jobs to maximize utilization
Allow your field services team to track time, expenses and materials against jobs via a browser application
Evaluate job performance in real-time with customizable dashboards and reporting

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Project Management

Eliminate the complexity that comes with using multiple tools to manage your projects and the rest of your business. Integrate project management with your core ERP system to minimize manual effort and free up your team to focus on what matters most – delivering quality projects to your clients.

Streamline project planning with flexible work breakdown structures
Easily assign resources at the project or activity level
Schedule projects based on up-to-date resource availability
Capture all time for your resources, including client and internal project work, vacation, holidays and sick time
Define resource roles, scheduling and rates to be charged to the client during project planning
Instantly see how your team members are performing with key metrics easily available on time and expense screens
Simplify pricing with a standard price list that sets costs and sales rates for resources and expenses across all projects
Accurately capture project-related expenses by configuring expense settings in your project setup to eliminate the need for manual adjustment
Compare actual time against planned hours, at an activity or resource level to identify variances and course correct where necessary
Use the interactive GANTT chart to view and adjust your project schedules
For ongoing client support or break/fix projects, use tickets to track the work completed and automatically create timesheet records as the work is performed
Get instant visibility on key project information with customizable project dashboards

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Purchasing

Manage inventory and materials against service jobs using a systematic approach to procurement.

Use process automation to analyze material requirements on a job, then create the necessary purchase orders or material issues
Create purchase requests, purchase orders and goods receipts
Link purchasing documents and view document trails for auditing
Maintain detailed item purchasing information with price lists and tax information
Perform purchasing and item analyses to identify opportunities for improvement

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Inventory Management

Effectively manage inventory levels based on work-in-hand requirements.

Minimize inventory costs with just-in-time ordering
Accurately allocate inventory and material costs against the proper jobs
Easily correct cycle counts to ensure the quantity in your system matches what you have on the shelves
Simplify item management with multiple units of measure and pricing
Manage stock in multiple warehouses, optimize stock movement and reduce picking times
Run real-time available to promise checks

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Finance & Accounting

Gain better visibility and control of your margins and profits by accurately capturing actual costs on your jobs.

Easily track all relevant transactions against a job for more accurate costing
Speed up billing processes with automatic flow-through of job costs
Use flexible billing options to adjust the frequency and billing method based on the requirements of the job
Leverage built-in revenue recognition functionality to bill according to contract terms, while ensuring compliance with international accounting regulations
Automate key accounting processes, like journal entries, accounts receivable and accounts payable
Closely manage your cash flow
Create budgets and financial forecasts based on accurate historical data
Quickly process reconciliations, bank statements and payments
Get a clear picture of your organization’s financial performance at any point in time with standard or customized reports
Complete period end close quickly and accurately

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Sales & Customer Relationship Management

Drive revenue by enhancing your customer experience – from first touch, to deal close and throughout service delivery.

Effectively manage sales opportunities to turn more prospects into customers
Easily maintain a database of your contacts and track all sales activities, on your desktop or mobile device
Provide customers with accurate estimates and delivery schedules based on real-time information
Identify top performing customers with comprehensive reporting at your fingertips

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Reporting & Analytics

Manage your business proactively with comprehensive reporting that considers all areas of your business collectively. With ProjectLine's customizable ERP solutions, you can answer questions like:

What’s our average gross margin by job?
How long is an average sales cycle?
What percentage of leads convert to a sale?
As a percentage, what is resource utilization by job or phase?
What is the schedule and cost variance by job?

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ERP Mobile Apps

Give your field teams access to job information and schedules anywhere, anytime.

Our ERP mobile solutions allow you to:

Capture time and expense details against the job on your phone or tablet
Access real-time job scheduling

Review and approve time and expense entries before updating financial data to the job

Easily manage documents related to your jobs in the field

ERP Solutions for Service Industries

Service Industries We Work With

Specialty Trade Contractors

Industrial Machinery

Environmental Services

Industrial Automation

Oil & Energy

Event Services

Business Services

Engineering

Software & Technology

What Our Service Customers Say About Our Powerful ERP Solutions

ERP Benefits for Services Companies

Deliver jobs on time & under budget

Improve profitability with accurate and timely cost tracking

Deliver predictable results with real-time insight into service delivery

Simplify service contract management and billing processes

Optimize resource utilization to increase efficiency and effectiveness

Boost cash flow with faster invoicing and payment collection

Set a solid foundation for each project with streamlined planning

Streamline the equipment rental process on service jobs

Plan your book of business more effectively

Grow Your Profits with a Customized ERP Solution Made for You

Proven Benefits for Your Team

Business Leader

Finance Leader

Sales Leader

Field Services Leader

Project Leader

Purchasing Leader

IT Leader

ERP Solution Features for Services Companies

Job Costing & Delivery

Project Management

Purchasing

Inventory Management

Finance & Accounting

Sales & Customer Relationship Management

Reporting & Analytics

ERP Mobile Apps

Give your field teams access to job information and schedules anywhere, anytime.

Our ERP mobile solutions allow you to:

Get Started with a Customizable ERP Solution Today

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