ERP for Service Companies, Projects and Profitability

The service company challenge

From Fragmented Management to an Integrated Service Operation

In service companies, the challenge is knowing precisely how much each operation costs and what profitability it generates by customer, service, contract, project or business unit.

Without Integrated Management

Disconnected Information and Difficult-to-measure Profitability

Costs, hours and resources recorded in different systems or spreadsheets.
Manual, recurring or operationally disconnected invoicing.
Difficulty analyzing results by customer, service or business unit.
No consolidated view of costs, income and profitability.

With TRILAY ERP+

Operations, Invoicing and Profitability on One Platform

Costs, work hours and resources allocated by customer, service, project or cost center.
Integrated invoicing, including recurring services and contracts.
Tracking of service orders, activities and operations.
Profitability by customer, service, project, location or business unit.

Processes it centralizes

The Service Cycle, from Sales to Collection

An ERP with projects, invoicing and costs for service companies.

Customers

Customers and CRM

CRM
Sales Quotes
Contracts
Customer Portal

Projects

Projects and Service Orders

Projects
Service Orders
Resources and Work Hours
Operational Tracking

Finance

Invoicing and Collections

Recurring Invoicing
Customer Accounts
Collections
Accounting

Analysis

Costs and Profitability

Project Costs
Profitability by Customer
Cost Centers
Management Reporting

Benefits

Why Service Companies Choose TRILAY ERP+

Visibility into profitability and integration between operations and administration.

Clear Profitability

Understand the actual margin by customer and project.

Organized Projects

Resources, hours and costs allocated to the project.

Integrated Invoicing

Recurring invoicing connected with collections.

Customer Follow-up

CRM, Sales Quotes and Contracts in one place.

Operational Tracking

Status of every service order, up to date.

Multi-company Management

For groups with multiple business units.

Frequently asked questions

Does TRILAY ERP+ measure project profitability?

Yes. It allows costs, resources and work hours to be allocated to each project to understand profitability by customer and project.

Does it include recurring invoicing?

Yes. It manages invoicing, including recurring invoicing, integrated with customer accounts and collections.

Can it track service orders?

Yes. It provides operational tracking of service orders and their assigned resources.

Measure Profitability with an ERP for Service Companies

Request a demo and discover how TRILAY ERP+ integrates projects, invoicing and costs.

Request a demo →Talk to a consultant

ERP Software for Service Companies: Projects and Profitability