# Services ERP: Projects, Timesheets, Billing | BeatOS > Services ERP for consulting, agencies, IT and AMC firms: CRM, projects, timesheets, milestone and retainer billing, contracts and profit by project. URL: https://beatoserp.com/beatos/industries/services [Home](https://beatoserp.com/beatos) / [Industries](https://beatoserp.com/beatos/industries) / Services 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. [Book a demo for services](https://beatoserp.com/beatos#demo) See one engagement, end to end - Billable hours never missed - Profit by project and client - Contracts renewed on time Practice · this month Live Sample data 14 Live projects 1,186 Billable hours ₹4.6L Not yet billed 27% Margin PJ ERP rollout · Deccan Foods 82% of budget hours used, 64% complete At risk TS Timesheets · week 45 186 billable hours approved Ready to bill AMC Annual contract · Sai Hospitals Quarterly maintenance visit due Friday Due RT Retainer invoice · Om Agencies November retainer, GST invoice sent Sent Who 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. ### 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 ### 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 01 Enquiry becomes a lead A request from the website contact form creates a lead and assigns it to a consultant. Lead Sales 02 Proposal Scope, milestones and rates go out as a quotation from the opportunity. Quotation Consultant 03 Project set up The signed order creates the project with its budget, tasks and milestones. Sales order Project Project manager ### Deliver 04 Tasks and deadlines Work is split into tasks with owners and dates; reminders go out before anything slips. Tasks Team 05 Time logged Consultants log hours against tasks each day, billable or internal, and managers approve them. Timesheet Consultants 06 Site visits and expenses Client visits are checked in on the BeatOS app, and travel is claimed against the project. Visit Expense claim Consultants ### Bill and collect 07 Milestone invoice Each milestone signed off becomes a GST invoice in the client's currency. Sales invoice Accounts 08 Extra hours billed Approved change-request hours are invoiced straight from the timesheets. Timesheet billing Accounts 09 Payment follow-up Overdue invoices get reminders, and payments are matched invoice by invoice. Payment entry Accounts ### Review and renew 10 Project profit Billed value is compared with time at cost, expenses and purchases. Profitability Partners 11 Support contract An annual contract starts, with a monthly subscription invoice and scheduled health-check visits. Subscription Maintenance schedule Accounts, service 12 Renewal Before the contract ends, the renewal goes into a calling queue with its history attached. Opportunity Account 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 Foods Sample 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 Budget hours used 82% Work complete 64% Watch Hours 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 profitability Billed against cost, project by project Timesheet billing summary Billable hours by client Utilisation Billable share of each person's time Hours not yet billed Work done, invoice pending Delayed tasks What is late, and with whom Budget vs actual Hours and cost per project Receivables ageing Who owes what, and for how long Revenue by client And by service line Sales funnel Leads to signed work Maintenance visits due Scheduled and missed visits Contracts up for renewal Next 30, 60 and 90 days Expense claims By 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 [Explore →](https://beatoserp.com/beatos/erp/projects-assets) ### CRM and proposals Leads, opportunities and quotations on the same client record as the work. - Website and email leads - Proposals - Renewals [Explore →](https://beatoserp.com/beatos/erp/selling) ### People and payroll Timesheets, leave, expense claims and salary, including hourly pay from timesheets. - Timesheet-based pay - Expense claims - PF, ESI and PT [Explore →](https://beatoserp.com/beatos/erp/hr-payroll) ### GST and receivables GST invoices, multi-currency billing, and receivables by client. - GST invoices - Multi-currency - Ageing [Explore →](https://beatoserp.com/beatos/erp/accounts) [See every module of BeatOS ERP →](https://beatoserp.com/beatos/erp) 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. In the field · BeatOS app In the office · BeatOS ERP The same record moves through every step, so nobody types it twice. - 1. Service call logged Customer, issue and priority BeatOS ERP · Complaints - 2. Engineer assigned Nearest engineer, due time set BeatOS ERP · Tasks - 3. On-site visit Check-in, time on site, photos BeatOS app · Visits & Beats - 4. Job done Work noted, customer sign-off BeatOS app · Tasks - 5. Timesheet and invoice Hours and parts billed BeatOS ERP · Sales Invoice - 6. Renewal call Contract due, renewal booked BeatOS 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. 1 The 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. 2 We 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 3 BeatOS 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 result Every 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. [Industrial B2BDemos, service SLAs and key accountsSee the specialised setup →](https://beatoserp.com/beatos/industries/industrial-b2b) 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. Before go-live After go-live - 1 [StudyHow you sell, staff and bill your workERP Implementation](https://beatoserp.com/beatos/services/erp-implementation) - 2 [ConfigureProjects, rates, contracts and billing rulesERP Implementation](https://beatoserp.com/beatos/services/erp-implementation) - 3 [MigrateClients, open projects and outstandingData Migration](https://beatoserp.com/beatos/services/data-migration) - 4 [TrainConsultants, managers, accounts and HRTraining](https://beatoserp.com/beatos/services/training) - 5 [Go liveWith our team alongside yoursERP Implementation](https://beatoserp.com/beatos/services/erp-implementation) - 6 [SupportOngoing help, changes and updatesSupport & Hosting](https://beatoserp.com/beatos/services/support-hosting) FAQ ## From services teams Tell us how you sell and bill one typical engagement, and we will show it running in BeatOS ERP. [Book a demo →](https://beatoserp.com/beatos#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. [Book a demo](https://beatoserp.com/beatos#demo)[Projects ERP in detail](https://beatoserp.com/beatos/erp/projects-assets)