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Trade & Services
Follow the revenue and cost of every engagement in one record, from quotation to service invoice and from outside specialists to spare parts and rental equipment, and see profitability job by job.
Consulting firms, engineering offices, law and accounting practices, field service companies and equipment rental businesses do different work but face the same question: which client and which job actually makes money? When the quoted budget, subcontractor and freelancer costs, spare parts used and fees collected in advance sit in separate spreadsheets, the answer only arrives at period end.
Factorbooks Autonomous ERP keeps quotations in CRM, service contracts in Sales Management, outside service costs in Expense Management, and parts and equipment in inventory, asset and rent records, all posting to the same ledger. Project Management is included in VECTRA and the ABM packages. Timesheets and case or matter tracking stay in your own system; data can be exchanged through the API in Integration Management.
Leads, sales opportunities and quotations are tracked in CRM; a won job becomes a sales contract or, in VECTRA and the ABM packages, a project.
Project budget, purchases, payments and advances sit side by side on the project card, so the gap between quoted and actual cost is visible.
Firms operating as self-employed professionals issue e-SMM receipts; outside specialist services are posted to expenses with a freelance receipt.
Monthly advisory, maintenance or retainer fees are linked to a sales contract; fee adjustments are billed with price difference invoices.
Field service spare parts are tracked by warehouse, and rented-out equipment is tracked in asset and rent records.
e-Invoice, e-Archive invoice and e-SMM are in every package, and the e-Transformation integrator connection is free of charge.
Track leads, sales opportunities and sales quotations. Sales pipeline and activity management are in MOTIVA and above, service and support requests in SYNTRA and above, and Service Management and SLA Management in the ABM packages.
Open a consulting engagement, an engineering project or a maintenance commitment as a project. Project budgeting, costing, advances, guarantees received and given, and project documents are kept on the same card. Included in VECTRA and the ABM packages.
Sales contracts, proforma and sales invoices, and price and exchange rate difference invoices are issued from Sales Management. Customer-specific prices and period-based pricing are available in SYNTRA and above.
Record subcontractor, expert witness and freelance consultant services as services received, with freelance receipts and expense vouchers. Expense accruals simplify period-end closing. Included in SYNTRA and above.
Define field service parts by material, brand and warehouse, and track service vans as separate warehouses. Serial/lot management and warehouse transfers are in MOTIVA and above; stock counts are in every package.
Link rented-out machinery and equipment to contracts in Rent Management, and follow rent accruals issued and rent collections period by period. Equipment is recorded as fixed assets in Asset Management, with depreciation in SYNTRA and above.
See module coverage and package availability on each module page.
Leads, sales opportunities, pipeline, campaigns and support requests.
Project-based sales, purchasing, collections, payments, advances, budget and guarantees.
Price lists, discounts, sales contracts and orders, outgoing e-invoices and e-archive invoices, sales targets.
Operating expense groups, services received, expense slips, self-employment receipts and accruals.
Materials, serial/lot, cost allocation, warehouses, goods receipt, e-waybills and stock counts.
Rental agreements, assets rented out, assets rented in, accruals, payments and collections.
Manage store stock, prices and discounts, POS collections and online orders on the same records.
Manage dealer and distributor sales together with price lists, shipments, cheques and receivables risk.
Track transport revenue, fleet obligations, trip advances and warehouse movements on one platform.
Manage stock, recipe costs, agency sales and collections for hotels, restaurants and caterers.
Manage instalment fee collection, deferred revenue, payroll and purchasing for schools and courses.
Manage medical supplies, purchasing, SGK invoicing, KVKK and payroll for hospitals, clinics and care homes.
We go through your priority processes together, identify the packages and modules that fit your needs and prepare your annual quote.
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We prepare an annual quote that fits your needs.
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