ERP for trades
From the enquiry to the job costing.
Material and hours land on the right job, and you know afterwards whether it paid off. Instead of piecing it together weeks later from delivery notes and scraps of paper.
Does this sound familiar?
- Quotes live in WordWith no connection to material and hours.
- Material goes missing on the wayAnd the margin goes with it.
- No job costingWas the job profitable? Unclear.
- Jobs are hard to scheduleAppointments depend on individual people.
The chain
Survey, quote, job, invoice. With no break.
- 01Quote and job
With line items, material and labour in one place.
- 02Material
Consumption per job, stock and reordering.
- 03Jobs and scheduling
Plan jobs and assign them to crews.
- 04Time tracking
Hours per job, the basis for billing and costing.
- 05Job costing
Planned versus actual per job, instead of gut feeling.
What we clarify up front.
- How do quotes come about today?
From a template, from a site survey, or typed freehand?
- Where is material recorded?
On the job, in the warehouse, or on a delivery note in the van?
- How do hours get into the system?
ERPNext works on mobile; we set the recording path during the setup.
- What should the job costing show?
Planned against actual per job, or per site and customer too?
Frequently asked questions from the trades.
Can we record hours and material per job?
Yes, both run onto the job and feed the job costing.
Does that work on mobile from the site?
ERPNext is web-based and works on mobile; we set the concrete recording path during the setup.
Do we see whether a job was profitable?
Yes, through the planned-versus-actual job costing.
What does a system like this cost for a trades business?
That depends on company size, modules and customizations. Before the Setup Check any figure would be a guess.
When material and hours go missing on the way, the margin goes with them.
In the Setup Check we see whether ERPNext closes your chain from the enquiry to the job costing.
Request a Setup Check