Professional Services Systems
Connect projects, service delivery, timesheets, billing, expenses and approvals to improve visibility into utilization, profitability and delivery.
Start with the operational problems that matter
Time entries do not connect to project costs
Approvals happen across fragmented conversations
Billing is detached from milestones or contracts
Projects, timesheets, billing and service documents
Practical building blocks to assess and adapt to your operating model.
Project & Task
Track projects, tasks, owners and milestones.
Timesheet & Cost
Connect effort, cost rates and expenses to delivery.
Contracts & Billing
Define milestone or recurring billing policies.
Approval & Reporting
Configure approval flows and project-margin reporting.
Preparing ERP for a service-led organisation
A suggested sequence, refined through requirements and fit-gap discovery.
- 01
Map service delivery
Clarify ownership and stages
- 02
Set costing policy
Agree on time and expense drivers
- 03
Validate billing
Test milestones, invoices and receipts
What to prepare before the first workshop
Having these inputs available supports more accurate scope and risk assessment.
Discuss your requirements- Service contract structures
- Team and departmental cost assumptions
- Milestone and billing examples
- Existing project or ticketing tools
Questions worth clarifying early
Can services be billed monthly or annually?
Billing schedules can align with contract terms; revenue recognition and accounting treatment require case-specific review.
Connecting service delivery with project cost
Service companies sell time, expertise or project deliverables rather than only stocked products. Separate labour costs, reimbursable expenses and contract-based fees from quotation through invoicing.
For milestone projects, define deliverables, sign-off owners and billing terms. Time-and-materials teams may use ERPNext Projects and Timesheets to track effort, but should first agree on the appropriate level of time entry and reporting detail.
User acceptance tests should include mid-project scope changes, late time entries, expense reversals and partial payments. A useful system makes unbilled work and project margin visible without reconstructing data from disconnected spreadsheets.
Build the right system for your operation.
Share your processes, constraints and desired outcomes so the project can be evaluated against real business needs.