Enquiry / Lead
- Capture enquiries with source and owner
- Follow-up reminders on every lead
Service Business ERP Software
Connect Every Enquiry, Job and Invoice on One Services ERP
Replace disconnected spreadsheets, WhatsApp job updates, and separate billing tools with udyogERP's Services ERP. Capture enquiries, manage contracts and AMC, run projects and job cards, schedule field teams, track timesheets and spares, and raise GST-ready invoices — all from one platform built for how Indian service businesses actually deliver.
Purpose-Built ERP for Project, Field & Maintenance Service Firms
Service businesses live on delivery discipline — who is free for the next visit, which hours are billable, whether an AMC is about to expire, which spare was issued to which job, and when the client can be invoiced. UdyogERP's Services ERP brings enquiry, proposal, contract, project or job card, spares, timesheets, scheduling, helpdesk, payroll, and billing onto one system so every decision is made with live data instead of scattered chats and notebooks.
Built for consulting firms, IT & facility services, AMC providers, repair & maintenance companies, engineering services, and professional practices alike, UdyogERP scales from a small field team to a multi-branch service organisation without forcing a rigid, one-size-fits-all workflow.
Services at a glance
- Project and delivery tracking
- Timesheets linked to billing workflows
- Clearer resource planning for teams
- Invoicing connected to service delivery
- Reports for utilisation and revenue
Connected services ecosystem
One Connected Service Lifecycle
From the first enquiry to the final invoice — every visit, hour and spare part stays tied to the job.
Proposal / Estimate
- Effort and cost estimate by scope
- Client-ready proposals with revisions
Contract / SLA
- AMC periods with renewal alerts
- Service levels and response commitments
Project / Job Card
- Tasks, milestones and budget per job
- Owner and target dates on every task
Spares / Consumables
- Issue parts and consumables to jobs
- Chargeable versus warranty tracking
Timesheet / Effort
- Log hours against jobs and tasks
- Billable versus non-billable split
Scheduling / Dispatch
- Assign engineers to visits and shifts
- Appointment confirmation and re-scheduling
Helpdesk / Tickets
- Tickets with priority and SLA timers
- Escalation and resolution history
Team / Payroll
- Attendance, leave and skill records
- Payroll linked to logged effort
Billing / Invoicing
- Milestone, retainer or time-based billing
- GST invoices from approved effort
Accounts / Profitability
- Receivables and collection follow-up
- Job-wise cost and profit visibility
Transforming Service Operations into One Connected System
Unify client requests, field engineer scheduling, AMC contracts, and billable timesheets on one platform.
Disconnected Today
01
Disconnected Data
Spreadsheets, notebooks and WhatsApp updates keep client request and service project information scattered.
02
Manual Coordination
Follow-ups, engineer site visits and team activity are difficult to track consistently.
03
Revenue & Margin Leakage
Untracked billable hours, separate billing and manual invoicing errors affect project profitability.
With UdyogERP
01
One Live Operational Record
Client requests, service tickets, contracts and team operations stay connected on one ERP.
02
Coordinated Team Workflows
Job schedules, engineer site visits, task execution and spare parts stay synced with service delivery.
03
Connected GST Billing
Approved service activities and AMC contracts flow straight into GST-ready milestone accounting.
04
Complete Visibility
Service cost, project margin, SLA compliance and engineer performance stay visible on live dashboards.
How UdyogERP Supports Service Operations
Enquiry & Lead Management
Capture client enquiries and referrals with source and follow-up owner so no opportunity sits unanswered in a notebook or chat.
Proposals & Estimates
Build scope, effort, and rate-card commercials into client-ready proposals with revisions, approvals, and win/loss tracking.
Contracts, AMC & SLA
Manage signed contracts, AMC periods, service levels, and renewal alerts so commitments and billing terms stay visible.
Projects & Job Cards
Set up projects or jobs with tasks, milestones, budgets, owners, and progress tracking from kickoff to closure.
Scheduling & Field Dispatch
Assign engineers or consultants to visits and shifts with appointment confirmation, re-scheduling, and field check-in.
Timesheets & Effort Tracking
Log hours against jobs and tasks with billable versus non-billable split, approvals, and utilisation reports.
Spares & Consumables
Issue parts to jobs with chargeable versus warranty tracking, engineer or van stock, and reorder levels.
Helpdesk & Ticket Management
Log client tickets with priority, SLA timers, escalation rules, resolution notes, and feedback history.
Team Skills, Attendance & Payroll
Maintain engineer and consultant records, skills, attendance, leave, field allowances, and payroll linked to logged effort.
Milestone, Retainer & T&M Billing
Raise GST invoices from approved effort, milestones, or retainers, with credit notes and invoice approval built in.
Advanced Services ERP Capabilities
Multi-Branch Service Operations
Resource Utilisation Tracking
Field Check-In & Visit Confirmation
Engineer / Van Stock Control
AMC & Contract Renewal Alerts
SLA Timers & Escalation Rules
Customer Feedback Capture
Milestone & Retainer Billing
Time & Material Invoicing
GST-Compliant Service Invoicing
Billable vs Non-Billable Effort Split
Chargeable vs Warranty Parts
Job Costing & Project Profitability
Skill & Certification Records
Role-Based Access for Delivery Teams
Mobile-Friendly Approvals & Status Checks
Built for Your Services Business
UdyogERP for Services is configured for organisations like:
IT Services & Managed Support
Facility Management Companies
AMC & Maintenance Providers
Electrical & Mechanical Contractors
Repair & Field Service Firms
Consulting & Professional Services
Engineering & Design Consultancies
Security & Manpower Services
Cleaning & Housekeeping Services
HVAC & Elevator Service Companies
Telecom & Network Installation Services
Training & Skill Development Providers
Architecture & Interior Service Firms
Multi-Branch Service Networks
Warranty & After-Sales Service Centres
Generate comprehensive service delivery reports including:
Enquiry & Lead Conversion Report
Proposal Win / Loss Report
Contract & AMC Renewal Report
Project / Job Status Report
Task & Milestone Progress Report
Timesheet & Effort Summary
Billable vs Non-Billable Utilisation Report
Resource Scheduling & Visit Report
Spare Issue & Warranty Parts Report
Helpdesk Ticket & SLA Report
Job Costing & Profitability Report
Milestone / Retainer Billing Report
Receivables & Outstanding Report
Staff Attendance & Payroll Summary
GST & Statutory Service Billing Reports
Why Service Businesses Choose udyogERP
End-to-End Enquiry-to-Invoice Visibility
Projects & Job Cards with Budgets
Timesheets Linked to Billing
AMC, SLA & Contract Control
Field Scheduling & Dispatch
Spares Tracking on Every Job
Helpdesk with Escalation Rules
GST-Ready Milestone & T&M Invoicing
Job-Wise Profitability Dashboards
Role-Based Access for Delivery Teams
Cloud-Based & Scalable
Frequently Asked Questions
Service Business ERP Software connects enquiry, proposals, contracts, projects or job cards, timesheets, field scheduling, spare parts, helpdesk, payroll, and invoicing into one system so every team works from the same real-time delivery data.
Yes. Teams can log hours against jobs and tasks with billable versus non-billable split, approval workflows, and utilisation reports that feed time-and-material billing.
Yes. udyogERP handles service contracts, AMC periods, SLA timers, escalation rules, engineer scheduling, appointment confirmation, and field check-in on the same platform.
Yes. You can raise GST invoices from milestones, retainers, or approved effort, with credit notes and invoice approval built into the billing workflow.
Yes. Won deals feed jobs, spare issues update stock, attendance links to payroll, and approved delivery data posts into GST-ready accounting without disconnected tools.
Related Industries
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