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Service Job CRM
For Law, CPA, Architectural and Engineering firms.
Let us you solve your problems in your service job operations. Starting with sales lead followup, opportunities qualification and closing. On job commencement the challenges of managing and monitoring. Financial followup work on billings and receivables. Cost management and Work in Progress.
– Sales leads generation
– Job Management
– Billing Schedules
– Timesheet and costing
– Work in Progress analysis
Sales Lead generation
Sales starts with marketing lead generation. Through strong followup many opportunities are identified and pursued. CRM provides the management tools for tracking your opportunity pipelines.
Job Profile includes the overview of the job won. Scope of job, key tasks, revenue budget, cost budget, contractors and partner involved.
During project operations, the project managers will be reminded on the key milestones and will be asked to provide status updates to management.
Job Management & Milestones
Job Management includes the planning stage for setup of fee budgets, cost budgets the key project milestones and any key tasks / deliverables.
On the project tasks, budgets can be planned at this level so to be able to manage and monitor actual time costs incurred.
Billings are an important aspect of each company. As there are many different projects happening at the same time, each with different billing agreements, a good system to monitor and provide reminders is very important. Billing types may include:
– time based billing
– % of project billing
– fixed amount billing
– recurring billings
Timesheet and Time Costs
In the service industry, people time costs is the major cost item. Naturally we need to track and manage these costs well.
Timesheet entry is the main tool to monitor and manage project costs. Costs are charged and monitored by the task budgets assigned during the project planning stage.
– client code + client project + project service / task
The system also provides for the following applications
– Leave Apply
– Expense Claim
Work in Progress (WIP)
WIP is the analysis of cumulated time costs and the corresponding billings made. Where costs exceed billings, it is likely and indication of the project being over budget, of client payment issues, or project progress being delayed.
Different WIP analysis on the cumulated data is essential for management to get alerted to any operational issues.
360 degree operations controls. Marketing and Sales. Detail Job Management including scheduling, tasks and milestones.
Manage your billings. Billing schedules and type of billings. Collection of invoices issued.
Management insight and alerts. Through Big Data in the CRM platform, perform analytics. Work in Progress alerts on project status through cost monitoring.
|Sales & Pipelines||Job Profile||Job Milestones||Billing Schedule||Timesheet Entry|
|Quotation approvals||Task Budgets||Job key tasks||Time Costs||Work In Progress Analysis|
Service Job CRM is the solution to management requirements in the Service Job industry. It is suitable for Law Firm, CPA firm, Architectural Engineering & Construction industry as well. With easy further customization, Service Job CRM can be further enhanced to adapt to your special needs.