Service ERP

Users & Access Control

• 300+ active users collaborating across modules.
• Hierarchical rights management (role- and scope-based) to restrict features and data for different users for different modules like workers, projects, or clients.
• Outcomes: Least-privilege access, separation of duties.

Worker Management

• Manage worker profile, their kin detail for any emergency.
• Manage worker rates at multiple levels: project-specific, client-specific, and general base rates.
• Subcontractor-wise worker management for third-party workers.
• Induction process tracking and completion statuses.
• Outcomes: Well maintain records along with bill rates and easy payment

Timesheet Management

• Employees log hours against projects and tasks, with support for shift-wise entries and overtime rules.
• Hierarchical approvals (e.g., supervisor → manager) with full audit trails.
• Integrates with payroll and invoicing to convert approved hours into pay and billable items.
• Real-time insights: utilization, variance vs. plan, productivity trends; supports auto-timesheet for leave days.
• Outcomes: Predictable payroll; timely, dispute-free billing.

Subcontractor Management

• Manage external workforce engaged for projects or specialized tasks.
• Store agreements, compliance docs, insurances, and expirations.
• Manage price work rate for their workers and manage along with timesheet.
• Outcomes: Controlled third-party worker/staff management.
• Client Management
• Centralized client records with company details and primary contacts / points of contact.
• Track communication history (emails/notes) and all associated projects and invoices.
• Outcomes: Faster collections, consistent billing setup, full client context for every project.

Project Management

• End-to-end project planning and control.
• Automatic Team assignment based on project creation.
• Helps in On-time delivery, budget discipline, single source of truth.
• Real-time progress tracking with resource allocation and cost visibility.
• Link timesheets, POs, materials, assets, and documents to each project dashboard.
• Outcomes: On-time delivery, budget discipline, single source of truth.

Commercial / Invoicing

• Client-wise bulk invoicing, invoice merging, retention tracking and retention release.
• Track invoice status (Draft → Sent → Paid), partial payments, and credit notes.
• Automate billing cycles, VAT/tax calculations, surcharges/discounts, and payment reminders.
• Generate professional invoices linked to projects, clients, and timesheets.
• Outcomes: Faster Invoicing and payment cycle management.

Purchase Order (PO) Management

• Create and manage purchase orders for goods and services; support automatic recurring POs.
• Integrate POs with supplier profiles and materials data.
• Monitor order status, delivery timelines, exceptions, and invoice reconciliation (3-way match).
• Auto-impact on Project cost: Link PO costs directly to projects, surfaced in dashboards.
• Outcomes: Higher uptime; accountable usage; accurate cost allocation.

Materials

• Catalog of materials with units, categories, min/max, and valuation method.
• Receipts, issues, and transfers between sites based on Purchase order or via cost transfer module.
• Outcomes: reduced wastage; traceable usage.

Assets (Plant, Tools & Vehicles)

• Provides full lifecycle management for all physical assets — plant, machinery, trailers, tools, and vehicles — ensuring accountability, cost tracking, and safe, compliant operation.
• Asset Registry: Categorize assets by type (Plant/Machinery, Trailer, Tools, Vehicles), with support for sub-categories and detailed naming
• Assign assets to projects or users for accountability; optional depreciation tracking and QR/asset tags.
• Identification: Track asset details like registration number, maintenance date, ownership, location, and assignment to projects or workers.
• Maintenance Management:
• Kanban dashboard (as seen in screenshot) for visual progress tracking of each maintenance task.
• Multi-stage maintenance workflow: Added → Checked → Awaiting Parts → Work in Progress → Completed → Signed Off.
• Record problems, notes, and attach supporting photos/documents.
• Track upcoming and overdue maintenance with searchable/filterable views.
• Fuel Logs:  Vehicle fuel and mileage logs based on their fuel re-fill.
• Push asset usage/cost to projects and timesheets where applicable.
• Outcomes: Accountable usage; accurate cost allocation.
•  

Dashboards

• Admin dashboard: project health, pending payments, receivables.
• Supervisor dashboard: worker rosters, timesheet approvals, workload.
• Commercial dashboard: billing progress, cash collection, retention status.
• Purchase Order Dashboard: to get overview of supplier/client/project wise costing.
• Outcomes: Actionable visibility; quicker decisions.

Leave Management

• Holiday and annual leave planning; Holiday and annual leave requests and balances.
• Requests Leaves, manage balances, approvals process; auto-impact on timesheets.
• Auto-impact on timesheet & handling for workers on leave.
• Outcomes: Predictable capacity; fewer payroll corrections.
•  

Document Management

• Document libraries at project, client, worker, company, and subcontractor levels.
• Expiration notifications and renewal workflows; configurable public/private access.
• Versioning and audit of uploads, downloads, and shares.
• Outcome: centralized and secure document management.

Integrations & Notifications

• Cognito Forms integration for data intake.
• SMS reminders to workers/supervisors for timesheets, permits, and tasks.
• Module-wise email configuration to target the right stakeholders for each alert.
• Outcomes: Fewer manual steps; fewer misses; better interoperability.