ERP for service businesses
ERP for service businesses that bills for every hour you work.
Timesheets, projects, retainers and invoices in one system, with payroll and accounts behind them. The hours your team logs become the invoice your client gets.
- Timesheets
- Time and materials or fixed fee
- Retainers
- Unbilled work in view
Does month-end at your firm look like this?
be honestHours go unbilled.
Time is logged in one tool and invoiced from another, and whatever falls between them is work you did for free.
Nobody knows if a project made money.
Hours, expenses and invoices live in different places, so the real cost of a fixed-fee job is a guess.
Invoices wait for timesheets.
Billing starts once everyone has filled in last month, from memory, after three reminders.
One retainer month, invoiced from the work.
A monthly retainer with 40 hours included and extra hours at the agreed rate.
- Monthly retainer, 40 hours included
- 4,000
- Hours logged this monthfrom approved timesheets
- 52 h
- Extra hours, 12 at 120at the rate in the contract
- 1,440
- Invoice for the month, before tax
- 5,440
Nobody adds up hours in a spreadsheet. The invoice is drafted from timesheets already approved.
An illustration with round numbers. Your retainer terms, rates and the tax on each invoice follow your contract and your country pack (GST in India, VAT in the UAE).
From timesheet to invoice, once.
Service business questions people ask us.
What is ERP for a service business?
It runs the work and the money of a firm that sells time: projects, timesheets, billing, payroll and accounts in one system, so the hours your team logs become invoices without being typed twice.
Can we bill time and materials and fixed fee?
Yes. Each project is billed on its own terms: time and materials from approved timesheets, a fixed fee, or by milestone.
How do retainers work?
A retainer is a recurring invoice on the date you set each month. Hours worked under it are still logged, so you can see whether the retainer covers the work.
Do we need inventory?
No. Most service businesses leave inventory off, or keep it for consumables only. Start with the modules you use and add more later.
Does it handle GST and VAT on services?
Yes. Tax comes from the country pack: GST with SAC codes in India, VAT in the UAE. Every invoice carries its tax, and each period’s totals come from the same books.
Can my team log time from anywhere?
Yes. PrimoERP runs in a web browser. Each person sees only their own timesheets, leave and payslips, unless you give them more.
We use Excel, Tally or QuickBooks today. Can we move?
Yes. We bring in your clients, open projects and opening balances, then check the numbers with you before you go live.
How long does it take to set up?
[Typical go-live time, to confirm.] Setup, data migration and training come as an onboarding package with a published price, and we sit with you in go-live week.
— the PrimoERP team
Come for a free ERP demo. We'll show you your business on one screen.
your business, on one screen, in one sitting.
Bring your questions and a rough idea of how you work today. We set up a demo for a business like yours and walk through it with you.
- Set up for your industry
- Online, at a time you pick
- No card, no contract