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Service Job CRM

Our Service Job CRM will enable you to better manage your service organization. It provides the tools to help you manage

– sales team automation
– project setup
– project revenue budgets
– project cost budgets
– project job milestones
– project billing schedules
– project tasks and issues
– invoice generation
– cost monitoring


Sales Team Automation

Manage your front line sales team. Manage

– lead generation
– followup and lead convesion
– sales opportunity closing
– pipeline and forecasts


Project Setup

Setup you projects for operation team to followup.

– project client
– project team members
– revenue / billing information
– cost budgets
– task items and budget
– milestones


Project 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.

Project Budgets

Project budgets are key to managing your progress

– time based costing 
– vendor costing
– by project milestone

Task Budgets

Breakdown project budget into

– by milestone
– by task
– different skill levels

Billing Schedule

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 Project Costs

In the service industry, people time costs is one of the major cost item. The other costs is vendor procurement items.

Timesheet entry is the main tool to monitor and manage time costs. Costs are charged and monitored by the task budgets assigned during the project planning stage.

For vendor procurement costs, our Expense Claim function allows easy submit of invoices and expenses for approval and reimbursement.


Work in Progress (WIP) Monitoring

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.

Benefit of Service Job CRM


Manage your Projects

360 degree operations controls. Marketing and Sales. Detail Job Management including scheduling, tasks and milestones.


Billing to Receivables

Manage your billings. Billing schedules and type of billings. Collection of invoices issued.


Analytics and Alerts

Management insight and alerts. Through Big Data in the CRM platform, perform analytics. Work in Progress alerts on project status through cost monitoring.


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.