In the ERPNext system
Services sector
Better Technical Services in the Service Sector. Run your service business better with ERPNext. Learn about prospects and manage existing customers easily and effectively, start setting up subscription plans for your services, where you can also build a relationship with regular customers using the loyalty and points program, manage and bill your multiple projects at once, set up maintenance and visit schedules, and much more.
Better logistics services in your service sector
Managing a service company has its own challenges, perhaps more than managing a commercial or industrial company. We provide technical support and hosting services so we are familiar with the service industry fields. ERPNext covers many features to help easily run your service business. ERPNext enables you to create advertising campaigns to increase customer acquisition – create subscriptions for your services – reward regular customers with loyalty points – set maintenance visits and schedules – manage projects – provide solutions to problems you face – and service level agreements.
Managing your customers
Assign a special manager for each customer, to determine the value of taxes and tax categories so that the system calculates taxes automatically, use the system of calculating different currencies for your overseas customers and exchange rates will be calculated automatically. Store contacts, emails, SMS and multiple phone numbers for each customer separately. Set a credit limit for customers to prevent further sales to them if they reach their maximum credit limit. ERPNext also enables you to set up a rewards program to build a relationship with your customers.
Advertising campaigns
Customer acquisition can be challenging, especially in the beginning of your business. But by using the campaigns feature of ERPNext, you can send emails and text messages to leads and manage each customer individually to attract more customers.
Subscriptions
Set up different subscription plans and assign them to customers and then select a trial period for customer subscriptions. Taxes and discounts can also be added to your subscriptions. Subscriptions can be set at varying intervals, daily, monthly or once every few years. And after the trial, it will be billed automatically.
Project Management
The system enables you to manage all projects efficiently and accurately. You can also send an invoice to your customers that is sent to them automatically using the employee schedules feature to follow up. Create tasks, assign and track the task employee to keep your employees alert during important projects. Charts and dashboards help you track and visualize tasks for a quick and easy overview.
Technical support
Usually a service company will have more problems than a product company (we get that), so we’ve built a lot of features to organize and manage the problems you may encounter. Using features such as Customize Inboxes, issues are automatically generated in ERPNext when customers send an email to a problem email address. Problems can be categorized as clients, projects or companies. Increase the quality of technical support when you have information on resolving the problem such as the time taken to solve the problem.
Service Level Agreement
Providing fast, high-quality solutions to incoming problems is not easy. That’s why we have a Service Level Agreement (SLA) feature to help you set and stick to standards and satisfy your customers. With service levels that measure the time it takes to respond to and resolve problems, you can set goals and take appropriate action to ensure customer satisfaction. SLAs can also be automatically applied to new incoming issues. Technical support hours can also be set to properly communicate with your customers.
Warranty Record
You can record and manage warranty and annual maintenance contracts for products sold to customers easily using Serial Number, and you can know exactly which units are in or out of warranty for correct warranty claims, assign the customer accurately and in detail. If a product offered is large or installed at the customer’s site, this can be handled using the maintenance visits feature.
Maintenance Visit
When an item or product cannot be brought to your premises, or needs to be serviced at the customer’s site, maintenance visits are absolutely necessary. You can record visits, scheduled or unscheduled. In the record of the person who visited and the work that was done.
Maintenance Schedule
With an annual maintenance contract, regular maintenance visits are required to keep the service up and running at the customer. You can easily record these visits with maintenance schedules. With preset intervals, the schedule can be created automatically.
Dealing with different currencies
Managing transactions in different currencies is simple with ERPNext software. Send invoices and add collections in any currency and let the system convert them to your base currency. You can also view financial transactions and reports in multiple currencies.
Billing and pricing
Handle the customer subscription billing cycle from start to finish. Invoice your customers and easily track receivables, with payment requests, email notifications or SMS reminders. Create custom print invoice forms (using Jinja or HTML).
Quick customizations
Create an ERP for your services and then start mapping the data that interests you by adding custom fields in your forms. Then customize the form’s behavior by auto-fetching values, hiding fields based on user roles, and creating custom print formats — all without a single line of code.
ERPNext
It is a multi language application, which allows each user to select their preferred language
