Services · Industry Solution
Project Management for Services
In service businesses, contracts, field service and time/cost tracking require functions to track each contract’s profitability and delivery commitment together. Project management for construction, project and contracting firms. Project cards and multiple sites, task and activity tracking, project-based costing, progress-payment and contract management; profitability analysis integrated with finance and accounting.
Services context
Why Project Management works differently in Services
In Services, service businesses center on sector-specific concepts such as service contract, project/contract-based work, field service. In service businesses, contracts, field service and time/cost tracking require functions to track each contract’s profitability and delivery commitment together.
Qera ERP's Project Management module is set up around how the services sector works: Tracks contract and project together with time, cost and delivery to make profitability visible.
- When the time and cost spent on service projects isn't tracked, project profitability is unknown.
- When contract, subscription and recurring service invoices are handled by hand, revenue leakage and errors occur.
- When field service and maintenance jobs aren't planned, teams are used inefficiently and SLAs are at risk.
Capabilities
How Qera Project Management works in Services
The core capabilities of the Project Management module, described for the contract, project and field service needs of the services sector.
Project card and address management
Define each project with name, budget, duration, customer and responsible team; record multiple site addresses, warehouses and operation centers.
Task and activity management
Break the project into manageable tasks and assign owners and dates; log meetings, site visits and correspondence as activities on the timeline.
Document management
Store contracts, technical drawings, permits and reports within the module, so everyone on the project works from the same documents.
Project-based cost tracking
Materials, salaries and machine rentals from procurement, inventory and HR are posted automatically to projects; compare actual cost with budget.
Progress-payment and contract management
Record progress-payment and payment contracts made with customers; manage cash flow by tracking progress payments and payment processes.
Project reports
Report completed, ongoing and pending projects with their budget, cost and profitability status; measure task and team performance.
Outcomes
What it delivers for your Services business
What you see in services operations once it is set up properly.
- All projects are managed from one platform, and their status is visible in real time.
- Project-based cost tracking shows budget-overrun risk early.
- Integration with finance and accounting shows each project's profitability.
- Progress payments and contracts are tracked in the system, and cash flow is planned around them.
Explore further
Related pages
Full details of the Project Management module, the Services sector page and other Services solutions.
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