Consulting and advisory
Engagements with fixed fees or hourly rates, partners and associates logging time against each client.
Timesheet and milestone billing, profit by client
Services Projects, contracts, timesheets, billing
Win the work, deliver it, bill every hour.
For consulting firms, agencies, IT services and maintenance companies. Leads, clients, projects, timesheets, contracts, invoices and payroll on one ERP, with engineers and consultants in the field on the same records.
- Billable hours never missed
- Profit by project and client
- Contracts renewed on time
Practice · this monthLiveSample data
14Live projects
1,186Billable hours
₹4.6LNot yet billed
27%Margin
PJ
ERP rollout · Deccan Foods82% of budget hours used, 64% complete
At riskTS
Timesheets · week 45186 billable hours approved
Ready to billAMC
Annual contract · Sai HospitalsQuarterly maintenance visit due Friday
DueRT
Retainer invoice · Om AgenciesNovember retainer, GST invoice sent
SentWho it is for
Built for businesses that sell time and skill.
Whether you bill by the hour, by the milestone, by the month or by the contract, the work and the money sit on the same record.
Agencies and studios
Marketing, design and media work on retainers and one-off projects, with many jobs open at once.
Retainer invoices, tasks on a board, hours against budget
IT and software services
Implementations, development and support contracts, often for clients in other currencies.
Milestones, support contracts, multi-currency billing
Maintenance and AMC
Annual maintenance contracts with scheduled visits, breakdown calls and spares.
Maintenance schedules, visits, spares on the invoice
Facility and engineering services
Site teams, subcontractors and materials on long-running jobs for many clients.
Projects with costs, purchases and progress billing
Training and professional services
Courses, assessments and certification work sold by the batch or by subscription.
Subscriptions, batches as projects, trainer timesheets
Key features
From the first enquiry to the paid invoice.
Everything a services business runs on, in one ERP, so nobody copies hours from a sheet into an invoice again.
Leads and CRM
Enquiries from your website and sales mailbox become leads by themselves, then opportunities and proposals.
- Website and email leads
- Assigned to the right person
- Pipeline by stage
Clients and case history
Every client's contacts, documents, emails and past work on one record the whole team can see.
- Documents and files
- Communication history
- Contracts and projects
Projects and tasks
Projects with tasks, owners, dependencies and milestones, on a board or a Gantt chart, with deadline reminders.
- Board and Gantt views
- Automatic reminders
- Budget and progress
Timesheets
Hours logged against projects and tasks, marked billable or not, at each person's billing and cost rate.
- Billable and internal hours
- Approval before billing
- Utilisation by person
Billing your way
Invoice from timesheets, milestones, a monthly retainer or a subscription, with GST and in the client's currency.
- Timesheet and milestone billing
- Retainers and subscriptions
- Multi-currency
Contracts and maintenance
Service contracts with maintenance schedules, visits logged against them and renewals followed up.
- Maintenance schedules
- Visits and warranty claims
- Renewal reminders
Expenses and reimbursement
Travel and client expenses claimed with receipts, checked against policy, and billed on to the client where agreed.
- Claims with receipts
- Policy limits
- Rebilled to the project
Payroll from hours
Salaries for staff, and hourly pay for consultants and contractors worked out from their approved timesheets.
- Hourly pay from timesheets
- PF, ESI and PT
- Separate payroll runs
One engagement, end to end
From an enquiry to a client who renews.
An example from an IT services firm: an implementation project, followed by an annual support contract. Each step is a linked record.
Win
01Enquiry becomes a lead
A request from the website contact form creates a lead and assigns it to a consultant.
LeadSales
02Proposal
Scope, milestones and rates go out as a quotation from the opportunity.
QuotationConsultant
03Project set up
The signed order creates the project with its budget, tasks and milestones.
Sales orderProjectProject manager
Deliver
04Tasks and deadlines
Work is split into tasks with owners and dates; reminders go out before anything slips.
TasksTeam
05Time logged
Consultants log hours against tasks each day, billable or internal, and managers approve them.
TimesheetConsultants
06Site visits and expenses
Client visits are checked in on the BeatOS app, and travel is claimed against the project.
VisitExpense claimConsultants
Bill and collect
07Milestone invoice
Each milestone signed off becomes a GST invoice in the client's currency.
Sales invoiceAccounts
08Extra hours billed
Approved change-request hours are invoiced straight from the timesheets.
Timesheet billingAccounts
09Payment follow-up
Overdue invoices get reminders, and payments are matched invoice by invoice.
Payment entryAccounts
Review and renew
10Project profit
Billed value is compared with time at cost, expenses and purchases.
ProfitabilityPartners
11Support contract
An annual contract starts, with a monthly subscription invoice and scheduled health-check visits.
SubscriptionMaintenance scheduleAccounts, service
12Renewal
Before the contract ends, the renewal goes into a calling queue with its history attached.
OpportunityAccount manager
Run maintenance contracts instead?Breakdown calls, engineer visits and spares follow the same chain, with the visit and the parts on the invoice.
Profit by project
Know which clients make you money.
Busy is not the same as profitable. BeatOS ERP charges every hour at its cost, every expense and every purchase to the project, and sets it against what was billed.
- Margin by project, client and service line
- Budget hours against hours used, while there is still time to act
- Hours worked but not yet billed, so nothing is written off by mistake
- Utilisation by person, team and month
ERP rollout · Deccan FoodsSample data
Billed to date₹ 18,40,000
− Team time at cost (1,240 h)₹ 9,60,000
− Travel and expenses₹ 1,20,000
− Subcontractor and purchases₹ 2,00,000
Margin · 30.4%₹ 5,60,000
WatchHours are running ahead of progress. 272 h left in the budget.
Your way of working
Shaped around your practice, without code.
Every services firm works a little differently. BeatOS ERP is set up around yours, and your admin can keep changing it.
Your own fields and forms
Add the fields your engagements need, such as practice area, engagement partner or contract type.
Approval workflows
Proposals, discounts, timesheets and expenses go to the right person, in as many levels as you need.
Roles and permissions
Consultants see their projects, partners see the firm, and client data stays with the people who need it.
On the phone, in the field
Timesheets, visits, expenses and approvals from the BeatOS app, even without signal.
Proposals and invoices in your style
Print formats for quotations, invoices and timesheet statements, with your letterhead and terms.
Connected to your tools
Email, calendars, meetings and calling, plus a REST API for anything else you use.
Reports
The numbers a services business runs on.
Live, by client, project, person and month, without anyone compiling a sheet.
Project profitabilityBilled against cost, project by project
Timesheet billing summaryBillable hours by client
UtilisationBillable share of each person's time
Hours not yet billedWork done, invoice pending
Delayed tasksWhat is late, and with whom
Budget vs actualHours and cost per project
Receivables ageingWho owes what, and for how long
Revenue by clientAnd by service line
Sales funnelLeads to signed work
Maintenance visits dueScheduled and missed visits
Contracts up for renewalNext 30, 60 and 90 days
Expense claimsBy person, project and type
BeatOS ERP for service businesses
Contracts, jobs and billing, in one ERP.
The consultants' hours, the engineers' visits, the spares they use and the invoices they lead to are on one record.
Projects and contracts
Engagements and annual maintenance contracts as projects with tasks and schedules.
- Maintenance schedules
- Tasks and owners
- Profit by contract
CRM and proposals
Leads, opportunities and quotations on the same client record as the work.
- Website and email leads
- Proposals
- Renewals
People and payroll
Timesheets, leave, expense claims and salary, including hourly pay from timesheets.
- Timesheet-based pay
- Expense claims
- PF, ESI and PT
GST and receivables
GST invoices, multi-currency billing, and receivables by client.
- GST invoices
- Multi-currency
- Ageing
In the field
Engineers and consultants on the same records.
Service calls, site visits, renewals and expenses happen in the BeatOS app, and land on the same projects, contracts and invoices the office uses.
- 1. Service call loggedCustomer, issue and priorityBeatOS ERP · Complaints
- 2. Engineer assignedNearest engineer, due time setBeatOS ERP · Tasks
- 3. On-site visitCheck-in, time on site, photosBeatOS app · Visits & Beats
- 4. Job doneWork noted, customer sign-offBeatOS app · Tasks
- 5. Timesheet and invoiceHours and parts billedBeatOS ERP · Sales Invoice
- 6. Renewal callContract due, renewal bookedBeatOS app · Telecalling
Challenges and solution
Where service firms lose money, and what changes.
Read it left to right: the problems we hear most, what we set up in BeatOS ERP, and what your team gets on the phone.
1The challenge
Where money leaks today
- Enquiries sit in an inbox and are never followed up.
- Hours are logged late, or not at all, and never billed.
- Projects run over budget before anyone notices.
- Invoices go out weeks after the work is done.
- Contracts expire without a renewal call.
2We set up BeatOS ERP
One record for the whole firm
- CRM and proposals
- Projects, tasks and budgets
- Timesheets and approvals
- Contracts and maintenance schedules
- Billing, GST and receivables
- Expenses and payroll
3BeatOS adds in the field
What your team does on the phone
- Client visits and service calls with time and place.
- Tasks assigned with dependencies.
- A calling queue for renewals and follow-ups.
- Expense claims checked against policy.
- Approvals in one tap for managers.
The resultEvery enquiry followed up, every hour billed, every contract renewed on time.
The apps
What services teams use most.
Start with the apps that fix your biggest problem, and switch on more later. Click an app to see it in detail.
Specialised setups
Ready-made for parts of services.
We have deeper setups for these trades, with their own forms, reports and workflows.
How we implement
From first study to ongoing support.
Six steps, run by the BeatOS team with yours. We start with how you sell, staff and bill one typical engagement.
- 1StudyHow you sell, staff and bill your workERP Implementation
- 2ConfigureProjects, rates, contracts and billing rulesERP Implementation
- 3MigrateClients, open projects and outstandingData Migration
- 4TrainConsultants, managers, accounts and HRTraining
- 5Go liveWith our team alongside yoursERP Implementation
- 6SupportOngoing help, changes and updatesSupport & Hosting
FAQ
From services teams
Your process is different?
Tell us how you sell and bill one typical engagement, and we will show it running in BeatOS ERP.
Book a demo →Can we bill from timesheets?
Yes. Approved billable hours are invoiced straight from the timesheets at each person's billing rate, with GST.
Do you support retainers, milestones and subscriptions?
Yes. Bill a fixed amount each month, a share of the fee at each milestone, or a recurring subscription for support contracts.
Can we invoice clients in other currencies?
Yes. Each client can be billed in their own currency, and the books keep both the foreign and the rupee value.
Can we see profit by project and client?
Yes. Time at cost, expenses and purchases are charged to the project and compared with what was billed.
Do enquiries from our website become leads?
Yes. Website enquiries and emails to your sales address can create leads automatically and assign them to the right person.
Can we run annual maintenance contracts?
Yes. Each contract has a maintenance schedule, visits are logged against it, and renewals are followed up before it ends.
Can consultants be paid by the hour?
Yes. Hourly pay can be worked out from approved timesheets, in a separate payroll run if needed.
Can we see where engineers are during the day?
Yes. Live tracking in the BeatOS app shows each engineer on duty, with visits, time on site and travel for the day.
Related industries
Also configured for teams like yours.
See your practice running on BeatOS ERP.
Bring one typical engagement. We will show it won, staffed, billed and costed.