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Professional services: every hour of work finds its way to an invoice

Consultancies and agencies sell their team's time and know-how. What costs them most is not a lack of clients. It is work that was done and never invoiced, a task that ran late and nobody noticed, and a quotation that was sent and never followed up.

The services sector in Intagya ERP ties what you promised the client to what the team delivers and what is finally invoiced.

A project for every client

Each client has a project with its tasks and stages: backlog, in progress, client review, done. You see who is working on what and which tasks are past their deadline. Each task has a sequence number that makes it easy to refer to with the client, and changing its deadline needs approval.

Services that are sold and invoiced

• Your services are defined as items: a consulting hour, a training day, a monthly support retainer.
• The quotation becomes a sales order when the client agrees, and the invoice is issued from it.
• You can issue a down payment and then partial invoices for the work done.
• Contracts are kept and linked to sales orders and opportunities.

After delivery

Client requests after delivery are logged as helpdesk tickets, so they do not get lost in email and chat. New opportunities sit in one pipeline the manager can see. Accounting, payroll and attendance are in the same system.