TradERP helps service-based businesses organize customers, jobs, quotations, service deliveries, materials, labour, project costs and service invoices in one integrated business system.
A service business often needs to manage work, people, materials and project costs before it can finally bill the customer.
A product-selling business can often create a sales invoice directly from the items sold. A service or project business may have a much longer process. The business may first discuss the work with the customer, prepare a quotation, create a job, complete the work in stages, consume materials, incur labour costs and then issue an invoice.
TradERP is designed to connect service activity with the Job Card. This gives the business a practical structure for organizing the work performed for a particular customer or project.
A customer can have one job or many different jobs. Keeping the work organized by Job Card makes it easier to understand what belongs to each project.
For example, a contractor may work for the same customer on an office renovation, an electrical installation and a later maintenance project. Each project can be managed as a separate job while remaining connected to the customer.
Service businesses can use a structured document workflow instead of treating every invoice as an isolated transaction.
Prepare the expected work and charges for the customer before the project starts. This gives the business a clear starting point for the service workflow.
Work may be completed in stages. Service Delivery Orders can be used to record completed service work before the final billing stage.
Completed service work can be converted into a professional service invoice. For larger projects, multiple service deliveries can be brought together for invoicing when appropriate.
A long-running project does not necessarily have to be billed in one transaction. A Job can have multiple service invoices as the work progresses.
Billing tells you what you charged the customer. Job costing helps you understand what it took to complete the work.
Service and project businesses often consume materials while completing customer work. Keeping those costs associated with the relevant job gives you better visibility into project performance.
Labour can represent a major part of a service project's cost. Recording labour-related job transactions helps the business understand the real cost of completing the work.
Projects may also involve other expenses and overheads. Keeping these transactions with the appropriate job helps provide a more complete project cost picture.
A service invoice represents the amount billed to the customer. Comparing the invoice value with the costs associated with the job gives the business a clearer view of project performance.
The same job-based approach can be useful wherever a business performs work for customers and needs to track the associated costs and billing.
Service businesses often need customer management, inventory, accounting and job management at the same time.
Keep customer relationships and project work organized around the Job Card.
Move through quotations, service deliveries and service invoices as the work progresses.
Service businesses that also use products or materials can manage their inventory within the same business system.
Billing and business transactions can work together with the accounting side of TradERP rather than requiring disconnected systems.
Explore TradERP and see how customers, jobs, quotations, service deliveries, materials, labour, job costing and service invoicing can work together in one business system.
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