Professional & Project Services
Business management software for service, engineering and maintenance firms
In a service business, your people and your projects are the product. Omnegic ERP connects client relationships, project delivery, purchasing and billing so every engagement is visible and profitable.
Common challenges
What holds services businesses back
Client work tracked in many places
Proposals, project plans, purchases and invoices live in different tools.
Unclear engagement profitability
It’s difficult to see what a client engagement has actually cost.
Missed or delayed billing
Completed work isn’t always invoiced promptly.
Spare parts and materials
Engineering and maintenance teams use parts that aren’t consistently tracked against jobs.
Relevant modules
The Omnegic modules services teams rely on
Each module addresses part of the problem. Connected, they give management one consistent picture.
- Customer Relationship ManagementLeads, proposals and client relationships.Explore CRM
- Project ManagementEngagements, jobs and tasks with owners and milestones.Explore Projects
- Human ResourcesTeam structure and allocation to client work.Explore HR
- Inventory & WarehouseSpare parts and materials issued to jobs.Explore Inventory
- Accounting & FinanceBilling, receivables and engagement costs.Explore Accounting
Example workflows
How work flows through Omnegic
Simplified examples. Your actual workflow is mapped and configured during implementation.
Proposal to delivery
- 1Lead qualified in CRM
- 2Proposal accepted
- 3Project created with tasks and team
- 4Work delivered and tracked
- 5Client invoiced
Maintenance job
- 1Job created for client
- 2Technician assigned
- 3Parts issued from stock to the job
- 4Job completed and billed
Business outcomes
What you can expect to improve
Practical improvements that come from connected information, without guaranteed figures.
FBR-ready invoicing and AI answers
Invoices are submitted through FBR digital invoicing where applicable, and managers can ask the AI assistant about billing and receivables.
Connected client view
Relationship, delivery and billing history in one place.
Engagement visibility
Costs such as purchases and parts tracked per project.
Timely invoicing
Finance sees completed work when it is completed.
Organised teams
Clear assignments and ownership for every job.
Specialised requirements we confirm with you
Requirements such as timesheet-based billing, service-level agreements, preventive maintenance schedules and field-service mobile apps are confirmed during evaluation rather than assumed.
FAQ
Services ERP questions
Is Omnegic suitable for a services company without inventory?
Yes. Service businesses typically focus on CRM, projects, HR and accounting. Inventory can be used for spare parts or materials where relevant.
Can we bill clients based on time?
Time-based billing requirements are reviewed during evaluation and confirmed for your engagement model.
Can maintenance jobs consume spare parts from stock?
Parts can be issued from inventory and associated with a project or job, keeping stock and job costs accurate.
Does Omnegic support recurring maintenance contracts?
Recurring contract and preventive maintenance scheduling requirements should be raised during evaluation so they can be confirmed.
Can we see which clients are most profitable?
Because project costs and billing are recorded in the same system, engagement-level profitability can be reviewed. Reporting is configured during implementation.
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Connect your client work end to end
Book a demo focused on proposals, projects, people and billing.