Industrial B2B Machinery, spares, service

Demos, service and key accounts on one record

For machinery, spares and industrial products: every demo, service call, contract and quotation sits on the customer's record, with targets by product and SLAs that warn you before they break.

  • Customer 360
  • Service with SLAs
  • Targets by product
A smiling factory worker at a large machine in a bright modern plant
Service visit · Line 2

Service ticket

Spindle vibration · Line 2
SLA
1 h 40 m left
Engineer
On site 14:05
Spare
Bearing 6205
In progress

Customer 360

Deccan Fabrics
Contract
AMC till Mar
Open quotes
₹ 4.6 L
Engineer on site
Customer 360Everything on one page
Service with SLAsTickets and contracts
AI meeting minutesActions become tasks
Targets by productPace against the month

BeatOS ERP for industrial B2B companies

Make-to-order, spares and service, in one ERP.

Sales, production, stores and service share one record for every customer and machine.

Make to order

BOMs and work orders planned from customer orders, with costing.

  • Order-driven planning
  • Work orders
  • Cost per machine
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Spares and serial numbers

Spares by warehouse and van, and serial numbers for every machine sold.

  • Serial history
  • Spares stock
  • Reorder levels
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Service contracts and AMC

Contracts with schedules, visits and billing for parts and labour.

  • AMC billing
  • Maintenance schedules
  • Profit by contract
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GST and accounts

GST invoices, receivables by customer and books updated as work happens.

  • E-invoice
  • Ageing
  • P&L by product line
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See every module of BeatOS ERP →

A working day

Demo in the morning, service by afternoon

Click a step to see what the sales and service team sees in BeatOS.

    Customer 360

    The whole account, before you walk in.

    Sales, service and accounts all write to the same customer, so anyone meeting them knows the full story.

    Visits7

    This quarter, by 3 people. Last on 29 Oct.

    Active
    Open quotations₹ 4.6 L

    Line 3 upgrade and a spares kit.

    Follow up Mon
    Service1 open

    AMC till March, 11 tickets this year.

    Within SLA
    Orders this year₹ 38.2 L

    Machines, spares and service.

    Key account
    Overdue₹ 1.2 L

    One invoice, 38 days past due.

    Chase
    Decision makers4

    Plant head, maintenance, purchase and the owner.

    Mapped

    The apps

    What industrial teams switch on.

    Key-account sales and field service working from the same customer, the same stock and the same invoices.

    What changes

    From separate sales and service to one account.

    Today

    • Sales doesn't know about the open complaint
    • Service calls logged on phone, SLAs guessed
    • Meeting notes lost, promised actions forgotten
    • Spares checked by calling the stores
    • Targets reviewed once a month, too late

    With BeatOS

    • Sales, service and dues on one Customer 360
    • Tickets with SLA clocks and automatic escalation
    • AI minutes with actions that become tasks
    • Spares reserved from BeatOS ERP stock on the ticket
    • Targets by product with alerts when someone falls behind

    Service SLAs

    Know before a promise breaks.

    Each ticket runs on the SLA from the customer's contract, and the right person hears about it before the time runs out.

    • SLA policies by contract and priority
    • Escalation matrix to the service head
    • Breach and status reports
    • Contracts and AMC renewals on the customer
    Service ticketsLiveToday
    ST-0418 · Spindle vibrationDeccan Fabrics · Suresh N.
    On site1 h 40 m
    ST-0421 · Sensor faultShree Polymers · Rahul P.
    Assigned6 h 10 m
    ST-0415 · Belt replacementKalyani Textiles · unassigned
    At risk0 h 22 m
    ST-0409 · Annual serviceMetro Packaging · AMC visit
    Closedmet

    Escalated: ST-0415 sent to the service head, 22 minutes left.

    FAQ

    From industrial sales and service teams

    Dealers and direct accounts?

    BeatOS covers channel partners and key accounts in the same system.

    Book a demo →
    Can we manage AMCs and service contracts?

    Yes. Contracts sit on the customer with their period and terms, and tickets run on the SLA that the contract sets.

    Do engineers use the same app as sales?

    Yes. Engineers see their tickets, check in on site and close with photos, while sales sees the same tickets on the customer's record.

    Can spares come from our own stock?

    Yes. Spares are picked from your warehouses in BeatOS ERP, and the spare invoice uses the customer's contract rates.

    Which meeting tools work with the AI minutes?

    Zoom, Google Meet and Microsoft Teams. The transcript is fetched, minutes and actions are drafted, and actions become tasks after review.

    Other industries

    Also running on BeatOS.

    Every account, fully known.

    See your customers, tickets and targets on one record.