Better Logistics In Your Services Business
ERPNext covers a multitude of features to help run your services business with some ease. Run campaigns for increased customer acquisition, create subscriptions for your services, reward regular customers with loyalty points, set maintenance visits and schedules, and manage projects, issues, and service level agreements.
Manage Your Customers
Assign dedicated account managers, Tax IDs and tax categories for automatic tax calculations. Use different currency for your overseas customers, and the exchange rates will be calculated automatically.
Store multiple contacts, emails, and phone numbers against a customer. Set a credit limit on customers to prevent further sales for customers with a big tab. Set up a loyalty program to build rapport with your customers.
Campaigns
Subscription
Project Management
Gantt charts and Kanban boards help you track and visualize tasks for a quick and easy holistic view of your progress.
Help Desk
Usually, a services company will get more issues than a product company. We understand this, so we’ve created lots of features to organize and manage incoming issues.
With features like ‘Append To’, issues are automatically created in ERPNext when customers email issues to a configured email address. Classify issues by leads, projects, or companies. Record quality with information like minutes to first response and service level agreement.
Service Level Agreement
With service levels measuring time to respond and resolve, you can set targets and take appropriate actions to make sure customers are satisfied. SLAs can be automatically applied to new incoming issues. Support hours can also be set to properly communicate expectations with your customers.
Record Warranty Claims
Easily record and manage warranty and annual maintenance contracts for different serialized items sold to customers. With serialized inventory, you can learn exactly which units are in or out of warranty/AMC.
For valid claims, set resolution and customer details. If an item is large or installed at the customer’s location, this can be handled with the Maintenance Visits feature.
Maintenance Schedule
With an annual maintenance contract, regular maintenance visits are required to keep the service up and running at the customers’ end. Record these visits easily with maintenance schedules. With predefined periods, the schedule can be generated automatically.
Maintenance Visit
When an item cannot be brought to your centre, or you need to service it at the customer’s site, maintenance visits are absolutely necessary. Record the progress of the visits, scheduled or unscheduled. Record the person performing the visit and the work done.
Multi-Currency Accounting
Billing And Pricing
Handle your customer subscription billing lifecycle from end to end. Invoice your customers and chase receivable payments easily, with payment requests and notifications via email or SMS reminders. Create custom print templates for bills (using Jinja or HTML) and set up defaults in no time.
On-The-Fly Customizations
Every business is different and has unique challenges. Hence, an ERP system should be ready to meet your current needs and be flexible for your future requirements. Create your own custom cloud manufacturing ERP software. Map your most important data by adding custom fields in your forms. Customize form behaviour by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.
Find ERPNext solutions tailored to your services business
