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Industry solution

ERP for services companies that sell time and projects

In a services company the product is your experts’ time. Hours that aren’t logged aren’t billed, and if project costs are unknown you can’t tell which clients are profitable. Fidar puts sales, projects and finance on one dataset.

Book a demo Projects module

Challenges

Where services firms lose money

  • Unlogged hours

    Work gets done but never makes it onto an invoice.

  • Unknown profitability

    Nobody knows until the end whether costs exceeded the contract.

  • Untracked scope creep

    Extra client requests get done but the contract isn’t updated.

  • Scattered support

    Client requests get lost in email and phone and SLAs aren’t measured.

From today

Selling services with Fidar CRM

Services sales cycles are long: discovery, technical proposal, negotiation and contract. Fidar CRM manages that path today.

  • A separate project-sales pipelineStages and win probabilities suited to consulting and contracting.
  • Proposals and contracts on the dealDrafts and versions on the record itself.
  • Sales and delivery collaborationInternal notes and @mentions of technical staff on the deal.
  • Revenue forecastWeighted deal value by month.
Fidar CRM software

Modules

Fidar modules for services companies

On the roadmap

Capabilities designed for services

  • Coming soon

    Timesheets on tasks

    Daily time entry, manager approval, billable or not.

  • Coming soon

    Milestone billing

    Contract milestones with automatic draft invoices.

  • On the roadmap

    Helpdesk and SLAs

    Tickets, service contracts and automatic escalation on SLA breach.

  • On the roadmap

    Field service

    Technician dispatch, parts from inventory and service invoicing.

ERP for services FAQ

Why would a services company need an ERP?

As projects and headcount grow, connecting sales, time, billing and cost across separate tools stops working. An ERP brings them together. See what is cloud ERP.

When will Projects be ready?

Projects, timesheets and services are on the roadmap after HR.

Where do we start until then?

With CRM for project sales and Activities for meetings and follow-ups; the data links to Projects later with no migration.

Make your services sales transparent today

Start with CRM and a project-sales pipeline; Projects and timesheets will connect to the same data.

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