Services
- Revolutionize Services
Revolutionize Your Service Business with ERPNexy
Managing a service-based business involves juggling multiple clients, projects, and deadlines. ERPNext simplifies these complexities with an integrated system that offers real-time project tracking, seamless client management, automated invoicing, and efficient expense tracking. With built-in features for timesheet management, comprehensive reporting, and a self-service portal, ERPNext empowers you to run a streamlined and highly efficient service operation.

- Service Business Hurdles
Common Challenges Service Businesses Face
Missed Deadlines
Industry Problems

55% of service businesses struggle with project delays. (Source: Service Journal)
How EPRNext Solves it

ERPNext automates project tracking and ensures tasks stay on schedule.
Poor Client Communication
Industry Problems

70% of customers leave due to lack of proactive engagement. (Source: Customer insights)
How EPRNext Solves it

ERPNext centralizes client data and automates follow-ups for better client retention.
Billing and Invoicing Delaying
Industry Problems

60% of service firms face payment delays due to manual invoicing. (Source: FinTech Report)
How EPRNext Solves it

ERPNext optimizes workforce planning to maximize productivity and reduce costs.
Resource Misallocation
Industry Problems

50% of businesses overuse or underuse resources, leading to inefficiencies. (Source: Workforce Trends)
How EPRNext Solves it

ERPNext optimizes workforce planning to maximize productivity and reduce costs.
Increased Competition
Industry Problems

More service providers make differentiation harder. (Source: Birdview PSA)
How EPRNext Solves it

ERPNext helps businesses stay competitive with automation, efficiency, and better client service.
Adapting to Market Trends
Industry Problems

Rapid industry shifts demand agility. (Source: Birdview PSA)
How EPRNext Solves it

ERPNext's flexible system lets businesses quickly adjust to new models and client needs.
Managing Customer Expectations
Industry Problems

Failing to meet expectations leads to lost business. (Source: Quiq)
How EPRNext Solves it

ERPNext provides transparency with real-time project updates and automated reports.
Hiring & Retaining Skilled Employees
Industry Problems

Finding and keeping skilled talent is a challenge. (Source: Quiq)
How EPRNext Solves it

ERPNext's HR & payroll tools simplify hiring, onboarding, and performance tracking.
- Professional services
If you are a professional services company

Real-Time Project Tracking
Effortlessly manage multiple clients and projects with ERPNext’s real-time project tracking, task management, and automated deadline reminders. Track billable hours, streamline workflows, and ensure your team stays aligned for optimal productivity.

Seamless Client and Case Management
Enhance client interactions and case management with a centralized database for client records, case histories, and document storage. ERPNext ensures smooth collaboration, organized data, and seamless communication across your team.

Automated Invoicing and Payment Tracking
Ensure timely payments and effortless financial management with ERPNext’s automated invoicing, payment tracking, and overdue reminders. It supports multi-currency billing, retainer invoicing, and tax compliance, streamlining your accounting processes.

Expense and Reimbursement Tracking
Gain complete control over your business expenses with ERPNext. Easily log expenses, categorize costs, and process reimbursements, ensuring accurate financial records and transparency.

Integrated CRM for Lead Tracking
Never let a business inquiry slip through the cracks. Consolidate leads from various sources into one central location and ensure they are promptly addressed. Prevent lead tracking gaps by integrating your website’s Contact page for automatic lead creation in CRM.

Effortless Timesheet Management
Employees who need to track their hours can easily fill out timesheets with a breakdown of activities for each project or task. Create salary structures based on timesheets, define hourly rates, and manage payouts for the timesheet hours.

Project-Level Dashboards and Reports
Make data-driven decisions with customized financial reports, revenue tracking, and profitability analysis. ERPNext provides deep insights into your financial health, helping you optimize operations and drive business growth.
- Professional services
If you are a financial Services Company

Comprehensive Financial Accounting
ERPNext provides advanced accounting capabilities, including asset management, compliance tracking, financial controls, HR and payroll integration, and advanced reconciliations, all within a unified platform.

Compliance and Accuracy
Maintain accurate ledgers, track regulatory requirements, and generate timely reports to ensure adherence to financial standards, with all data organized and traceable.

Real-Time Financial Insights
Access dynamic dashboards and detailed reports to monitor performance, identify trends, and optimize your firm’s growth strategy

Client Management
Customize ERPNext to track leads in the CRM, manage client interactions, oversee portfolios, and provide timely updates, strengthening client relationships.

Loan Management System
Frappe offers a comprehensive loan management system that automates the entire lending lifecycle, from loan booking and disbursal to repayment tracking, compliance, and reporting.
- Services Reports
Reports and Insights for Traders / Distributors
Why Are Reports Important for Your Business?
Enhanced Decision-Making
Stay informed with real-time data to make smarter, faster business decisions.
Optimized Operations
Identify inefficiencies and take corrective action before they escalate.
Improved Profitability
Pinpoint opportunities to maximize margins while cutting down unnecessary costs.
Better Customer Satisfaction
Ensure timely deliveries and service by tracking orders and performance metrics.
- Trading & Distribution Reports
Reports and Insights for Traders / Distributors
In the fast-paced world of trading and distribution, staying ahead requires precise insights and real-time data. ERPNext equips you with an extensive range of reports designed to give you full visibility and control over your operations. These reports help you identify opportunities, tackle challenges, and streamline decision-making for long-term growth.
Key Reports That Drive Results

Supplier Performance
Evaluate supplier reliability on quality, pricing, and timeliness to strengthen your sourcing strategy.

Warehouse Utilization
Ensure optimal use of storage space and streamline inventory allocation across locations.

Inventory Valuation
Understand the monetary value of your stock across warehouses to better manage procurement and inventory strategies.
- Industry Specific
Services Industries Served

IT

EPC

Engineering

Financial Services

Education

Healthcare

Engineering

Professional Services
- Our Client
All Leading ERPNext Distribution / Trading Customers








testimonials
What Our Clients Say About Us

40% Increase in Process Efficiency
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Adison Franci

40% Increase in Process Efficiency
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Jocelyn Philips

40% Increase in Process Efficiency
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