SERVICE BUSINESSES
Keep the work connected to the customer.
Bring customer records, projects, tasks and billing together with ERPNext and Frappe.
PRACTICAL WORKFLOWS
Make the daily work easier to follow.
Use connected records as the foundation for a process your team can rely on.
Customer context your team can share
Keep the customer and commercial records behind each engagement in a consistent place.
Projects with a clearer next step
Use projects and tasks to organise responsibilities and follow the work that needs attention.
Time and billing that connect
Review timesheet, expense and invoicing workflows around the way your business delivers services.
YOUR FIRST STAGE
A focused rollout, shaped around your team.
The right setup depends on your data, responsibilities and working practices. We’ll review these with you before agreeing on the project.
Explore our servicesMap the engagement
Follow one customer project from its initial requirements through delivery and billing.
Agree on roles and records
Decide who owns tasks, records time and prepares invoices so each handover has a clear owner.
Start with a useful first stage
Test the workflow with a representative project, then expand the setup around your team’s experience.
LET’S TALK ABOUT YOUR BUSINESS
A better way to work starts here.
Tell us what is slowing your team down. We’ll discuss your workflow, show you relevant ERPNext features and outline a sensible next step.
1300 19 77 99Your first conversation is about your business: what you use today, what needs to improve and what a useful first stage could look like.