Achieve new level of productivity and customer service with ERPNext

Run your services business better with ERPNext. Know your leads and customers, set up subscription plans for your services, build rapport with regular customers using a loyalty program, manage and bill multiple projects, set up maintenance schedules and visits, and much more.

It is time to exceed your customer's expectation!

Handle Your Customer with Care

ERPNext gives you a myriad of options to understand your customers. You can assign dedicated account managers, use different currencies, store multiple contacts, emails, and phone numbers against a customer. Set up a loyalty program to build rapport with your customers or define a credit limit to customers with a big tab to control exposure.

Subscription Management

Set up different subscription plans and assign them to customers. Set a trial period for your subscriptions. Taxes and discounts can also be added to your subscriptions, just like any other regular item. The subscriptions can be repeated at varying intervals, daily, monthly, or once per few years. After the trial, invoices will be generated automatically.

Built-in Project Management Tools

Manage internal and external projects efficiently. Bill your customers for the employees you've sent to their site using the Time Sheets feature. Create and track tasks to keep your employees on their toes during important projects. Gantt charts and Kanban boards help you track and visualize tasks for a quick and easy holistic view of your progress.

Help Desk and Service Tracking

ERPNext is packed with features for you to elevate your service-oriented business to the next level. Our Kanban board lets you organise issues and tasks according to 'Status' or 'Priority' and collaborate on issue resolutions amongst team members.

SLA Definition and Tracking

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.

Maintenance Visit

When an item cannot be brought to your center, 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.

Maintenance Schedule

With maintenance contracts, regular maintenance visits are required to keep the service up and running at the customers' end. Record these visits easily with maintenance schedules. The schedules can also be generated automatically with user-defined periods.

Built in Integration with Your Favourite Apps!