Modules
Industries
Accounting
procurement
sales
CRM
Project Management
HR & Payroll
Website & E-commerce
Inventory / Stock
Asset Management
Help Desk
GO1 hR
GO1 CRM
gO1 projects
GO1 market
GO1 resto
GO1 commerce
GO1 pulse
GO1 vendor portal
GO1 customer portal
GO1 leads
GO1 webshop
GO1 Recruit
Open Source ERP
ERPNext for Service Industry
Maintain and operate business system for peak performance
Get Started
From first contact to final delivery—ERPNext empowers service teams with the visibility, automation, and agility needed to exceed customer expectations and scale efficiently.
Customer-Centric
Track, manage, and retain your customers with seamless communication and a 360° view.
Generate recurring invoices, manage subscriptions, and set up custom billing plans with ease.
Manage client projects, track time, and monitor progress through Gantt, Kanban, or Calendar views.
Service & Support Excellence
Log support tickets, warranty claims, and service visits—ensuring full accountability and timely service delivery.
Complete Integration
Connect departments—from sales and accounting to HR and inventory—for a unified workflow.
Tailor every module to suit your exact business needs.
Best ERP For Service Based Industry
Go Beyond business automation with Tridots Tech
To enhance the level of productivity, service quality, and competitiveness in IT or other on-premise based service businesses (Example: Consultants, traders, manufacturers, lawyer), Tridots Tech offer a pool of ERPNext solution that identify new opportunities, define better business process, effective in managing teamwork, resulting in client or customer satisfaction.
Our ERP service platform remains a sustainable solution that reduces uncertain revenue churns, resource-intensive operations, and time-consuming or complex tasks.
We offer customized ERP implementation, development, and support services to several managed service businesses ensuring prolonged satisfaction and relationship.
Benefits of ERP in Service Industry
HR teams spend 60% of their time on repetitive administrative work instead of strategic initiatives.
Perfect ERPNext Modules Tailored for Service-Based Companies
Bring new opportunities to professional service industries with our ERP development system that navigates end-to-end trends and pain points.
Customer & Marketing Management
Enhance customer engagement and streamline campaign efforts with tools designed to grow service-based businesses.
Manage Your Customers
Manage Marketing Campaigns
Manage Your Customers
Save customer name, contact, email details
Allot sales & account managers
Add Tax templates & manage tax categories, IDs
Auto currency calculation for abroad clients
Manage Marketing Campaigns
Create Email campaign templates easily
Manage customers individually or in groups
Email Segment customers under different campaign
Schedule multiple campaigns at once
Setup diverse subscription plans
Add tax and discounts to subscriptions
Setup experimental period for subscription
Replication of subscriptions can be done at varying intervals
Automated invoices are generated after trail period
Project & Service Management
Service Help Desk Support
Service Level Agreement (SLA)
Service Maintenance Visit
Daily Timesheet management
Task, resources, costs, people management
Project defining, planning and scheduling
Sales contract and sub-contract management
End-to-end project reporting
Customers can raise issues or enquiry via forms or email ID
Custom Help desk form templates
Categories concerns based on leads, project, infrastructure, etc
Manage enquiry based on Priority-wise (less, medium, high)
Customizable Status (open/close) of every enquiry ticket
Specify scope, sale, material requirement of project
Note expected and delivery date of project
Mention cost MRP of work orders
Track material consumption & batch records
Informal or legal binding document
Service Maintenance Visit
Incoming customer appointment order
Record of scheduled and unscheduled item
Allot sales person or engineer respective task
Accomplist visit and update the status of work
Admin or sales person can generate schedules
Allot maintenance item to sales person
Service is planned based on predefined periods
Warranty & Financial Management
Select serial number of item on warranty claim
Serial number details of project or customer solution
Centralized entry of unit in and outs of warranty
Update resolution details of warranty claim
Centralize financial datas
Manage accounts receivable & payable
Manage cash flow, accurate job/project cost
Simplified budgeting, forecasting, activity-based pricing
Manage different currency transaction with reports
Auto generate billing sales invoices to clients
Monitor Customer details and sale item info
Send request to customers to receive payments
Custom SMS or Email reminders
Create custom print templates for billing
Platform Flexibility
Craft custom print forms and invoices
Custom email templates for campaign
Last min editing is possible in billing
Hide field access based on user role
ERPNext
vs
Traditional Software
Core Feature
CRM, Helpdesk & email linked to service tasks
Why Choose Tridots Tech?
We align ERPNext to your specific service workflows.
Automate projects, billing, and helpdesk in one system.
Get training, upgrades, and expert-led optimizations.
Get Started Today
Let Tridots Tech streamline your accounting with ERPNext’s most powerful features.
Book a Demo
Faq's
Common Questions & Answers
Get the clarity you need with these commonly asked questions.
What is ERPNext and how is it different from other ERP software?
ERPNext is a powerful open-source ERP system that adapts to your business needs. Unlike traditional ERP software, it’s highly flexible, cost-effective, and customizable for SMEs and enterprises alike.
What industries do you serve with ERPNext solutions?
We use an incremental approach, modernizing your system in phases while keeping the existing system operational. This minimizes disruption and allows your team to continue working throughout the process. We also conduct thorough testing at each phase to ensure compatibility and functionality.
Can ERPNext be customized for my specific business processes?
Is ERPNext available on mobile devices?
Yes, ERPNext is mobile-responsive and accessible via browser or mobile apps (iOS & Android) for on-the-go access to key business data.
ERPNext follows strict data protection standards. At Tridots Tech, we add additional layers of encryption, role-based access, and backup strategies to keep your data safe.
Can ERPNext handle accounting and GST compliance in India?
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