Example: IT services and software firms
How it services and software firms run on MERP
MERP is a general ERP for service businesses. This page shows how a typical it services firm uses the same modules every customer gets.
Common problems we hear
- Monthly service fees, project work and hardware billed separately
- Licenses and parts tracked in spreadsheets
- Renewals missed
A typical workflow
Step 1
Sell
Quote services, hardware and licenses on one document.
Step 2
Bill monthly
Recurring invoices for managed services with saved payment methods.
Step 3
Track items
Light inventory for devices and licenses you resell.
Step 4
Report
Recurring revenue, project margin and receivables in one place.
Modules most used by it services and software firms
Every plan includes the core modules. Nothing here is specific to one industry.
Quotes
Send branded estimates and proposals that convert to invoices or projects in one click.
Learn more about QuotesInvoicing
One-off and recurring invoices, reminders and online payment links.
Learn more about InvoicingPayments
Card and bank payments through Stripe, reconciled to invoices automatically.
Learn more about PaymentsProjects and time
Projects, tasks, timesheets and budgets with profitability per client.
Learn more about Projects and timeInventory
Light inventory for parts, materials and products you sell alongside services.
Learn more about Inventory
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