SAP B1 with Industries

SAP Business One ERP for Service Industries




Whether you deal in simple, short-term jobs or complex multi-stage projects, you have many moving parts that can impact profitability and customer satisfaction. Meeting your timelines is critical to keeping your plan on track and delivering top quality service. Simplifying how you plan, schedule, deliver and cost your jobs/projects is the key to optimizing performance. Our SAP Business One solution is built for the service industry, integrating all aspects of your business in a single system to streamline the entire process – right from estimate, through delivery, to invoicing and customer retention. It offers the sophistication to manage large projects, while being flexible enough to accommodate smaller jobs.

Service Industries We Work With

We help services companies in a variety of industries maintain stability, drive growth and boldly compete SAP Business One.

Specialty Trade Contractors            Industrial Machinery                         Environmental Services

Industrial Automation                       Oil & Energy                                        Event Services 

Business Services                                 Engineering                                         Software & Technology

Proven Benefits for Your Team

Your title could be CEO, Owner, President, General Manager or similar. You’re responsible for all aspects of the business – from revenue and profit margins to ensuring service quality and customer satisfaction, the buck stops with you. You need to be confident that your teams are in sync and stay on top of small issues before they turn into major problems that impact the business.

Understand the true cost of delivering your services – everything from labour, to expenses, materials and equipment
Get a complete view of the organization’s performance, including revenue, costs and margins by job or project
Identify your most profitable customers and maintain the relationship to maximize revenue opportunities
Pinpoint areas for improvement to maintain your competitive edge

Maintaining and increasing profitability
Identifying jobs that aren’t profitable and uncovering how to address critical issues
Balancing wage costs to deliver work-in-hand and maximize profitability
Understanding how to perform better, smarter and faster than your competitors to win more bids

Overtime rate by job
Utilization by project or resource
Gross profit by job/project
Chargeability by resource
Revenue and profitability by salesperson or territory
Profitability and percentage growth

As the Director of Sales and Marketing, VP of Sales or Business Development Manager, you lead the company’s sales initiatives. Your focus is on generating new business to drive revenue. Speed and efficiency are critical to making the most of your team’s time and keeping them focused on the goal – closing deals.

Analyze the estimates vs. actuals on past jobs to provide more accurate estimates on future jobs
Use templates to save time creating estimates, sales orders and proposals
Easily manage your accounts, including contacts and sales activities, on your desktop or on mobile
Easily report and analyze your sales performance from various angles

Quickly creating accurate estimates based on actual values from past jobs
Understanding how much you can discount a quote to beat your competition, without impacting profit
Analyzing your win / loss rates and reasons to improve future sales performance
Effectively managing customer accounts
Understanding what’s in your pipeline and what deals need attention

Variance between job bid and billed total
Gross profit by job
Win rate
Revenue by customer
Revenue and profitability by salesperson or territory
Percent of sales quota achieved

Whether your title is CFO, VP of Finance, Controller or Accountant, you’re the money person. It’s up to you to make sure your vendors are paid, payroll is met, payment is collected from customers and financial statements are accurate.

Accurately track and bill customers for all costs related to a job
Get a clear picture of resource costs and utilization rates
Evaluate gross profit on a job-by-job basis
Create budgets and financial forecasts based on accurate historical data
Centralize accounting and financial controls
Complete period end close quickly and accurately

Understanding the impact of wage costs on your bottom line, including overtime and underutilized resources
Having granular cost control, at the job level, to identify specific overruns
Producing accurate financial records
Effectively managing cash flow

Job costs and margins
Burn rate by job
Project estimates vs. actuals (time and budget)
Revenue and profitability goals
Time to invoice from job completion
Time to complete period-end close

Your title might be VP or Director of Field Services, but you oversee the field service and repair arm of the company. You’re responsible for making sure jobs run smoothly. That includes scheduling the right field technicians and equipment to the right jobs, ensuring contract terms are met, maintaining customer satisfaction, and tracking job costs and profitability. You also need to make sure your staff have real-time access to the information they need to operate in the field.

Ensure you have the right staff, equipment and inventory on-hand to complete each job
Accurately track job costs and service time
Manage compliance with service contract terms
Track service events on equipment and contracts
Optimize processes to ensure quality service to the customer

Managing weekly capacity of your service delivery team
Accurately tracking work delivered to support billing processes
Driving efficiency and productivity of field service operations
Effectively managing service contracts

Overtime burn rate by job
Daily resource capacity
Gross profit by job
Percent of jobs delivered on time and on budget
Field expenses by job

As the Director of Client Services, VP of Professional Services or Chief Operating Officer, you’re responsible for services delivery in your organization. Quality and timeliness are your two top priorities. It’s up to you to make sure projects are delivered on time, on budget and on par with the client’s expectations.

Get company-wide visibility of resources to effectively schedule projects and allocate people
Proactively identify potential issues and resolve them before they impact the success of the project
Identify your most profitable customers and maintain the relationship to maximize revenue opportunities
Refine project quoting based on historical data
Track, review and approve costs against your projects
Access critical information across all aspects of service delivery – from resource availability, to project costs and client satisfaction
Optimize project management processes

Improving visibility into project performance, including budgets and timelines
Forecasting demand and managing capacity effectively
Delivering accurate and realistic project quotes
Responding to and managing client expectations

Weekly / monthly capacity
Average and realized bill rate
Resource utilization
Profitability by project
Project budget vs. actual

Your title could be Purchasing Manager, Senior Buyer or Supply Chain Manager. You’re in charge of managing vendor relationships, ordering products and materials, and ensuring on-time delivery to meet job schedules.

Identify material requirements based on work-in-hand reporting
Easily create purchase orders based on job estimates
Track material quantity and cost against the job to avoid leakage
Manage procurement costs through consolidated vendor purchasing

Purchase materials just-in-time to meet demands for work-in-hand
Decrease unnecessary inventory exposure
Negotiating pricing and tenders with vendors

Work-in-hand material requirements
Time to fulfill job-based orders
Available to promise
Chargeability by resource
High demand items

As the IT Director, VP of IT, CIO or CTO, you oversee the company’s information technology operations. You’re responsible for maintaining technical equipment, staying on top of the latest technology tools and trends, and evaluating changing technical requirements and solutions.

Target uptime of 99.9% per calendar month for hosted ERP solutions
Redundant, dual powered servers ensure your ERP systems are available even in the event of a facility failure
Identify your most profitable customers and maintain the relationship to maximize revenue opportunities
Free up internal IT resources by offloading server performance monitoring, hardware maintenance and security updates to our experienced datacenter team
Get budgeting piece of mind with predictable quarterly invoicing based on simple per user pricing

Minimizing ERP system downtime
Maintaining data security and back-ups
Managing user security
Providing the systems and tools necessary to maximize organizational efficiency
Maintaining lowest total cost of ownership for ERP systems

Total cost of ownership
Percent of downtime
IT staff productivity
100% cyber security

SAP Business One Features for Services Companies

Job Costing & Delivery            Purchasing

Finance & Accounting              Reporting & Analytics

Project Management                 Inventory Management

 Sales & CRM

Job Costing & Delivery

Simplify the way you manage service jobs – from planning, to scheduling and costing. The PSB1 companion solution is fully integrated with SAP Business One to give you a clear picture of your performance on every job.

  • Track all costs against your jobs to improve invoicing accuracy
  • View historical service events against related contracts or equipment
  • Create accurate job estimates based on historical data
  • Track and bill against phases or milestones defined on your service contracts
  • Schedule staff, equipment and materials to each job
  • Get total visibility of resource commitments across all jobs to maximize utilization
  • Allow your field services team to track time, expenses and materials against jobs via a browser application
  • Evaluate job performance in real-time with customizable dashboards and reporting

Project Management

Eliminate the complexity that comes with using multiple tools to manage your projects and the rest of your business. PSB1 Project allows you to integrate project management with your core SAP Business One system to minimize manual effort and free up your team to focus on what matters most – delivering quality projects to your clients.

  • Streamline project planning with flexible work breakdown structures
  • Easily assign resources at the project or activity level
  • Schedule projects based on up-to-date resource availability
  • Capture all time for your resources, including client and internal project work, vacation, holidays and sick time
  • Define resource roles, scheduling and rates to be charged to the client during project planning
  • Instantly see how your team members are performing with key metrics easily available on time and expense screens
  • Simplify pricing with a standard price list that sets costs and sales rates for resources and expenses across all projects
  • Accurately capture project-related expenses by configuring expense settings in your project setup to eliminate the need for manual adjustment
  • Compare actual time against planned hours, at an activity or resource level to identify variances and course correct where necessary
  • Use the interactive GANTT chart to view and adjust your project schedules
  • For ongoing client support or break/fix projects, use tickets to track the work completed and automatically create timesheet records as the work is performed
  • Get instant visibility on key project information with customizable project dashboards


Manage inventory and materials against service jobs using a systematic approach to procurement.

  • Use process automation to analyze material requirements on a job, then create the necessary purchase orders or material issues
  • Create purchase requests, purchase orders and goods receipts
  • Link purchasing documents and view document trails for auditing
  • Maintain detailed item purchasing information with price lists and tax information
  • Perform purchasing and item analyses to identify opportunities for improvement

Explore the Solution Brief

Solution Brief: SAP Business One Purchasing & Procurement

Inventory Management

Effectively manage inventory levels based on work-in-hand requirements.

  • Minimize inventory costs with just-in-time ordering
  • Accurately allocate inventory and material costs against the proper jobs
  • Easily correct cycle counts to ensure the quantity in your system matches what you have on the shelves
  • Simplify item management with multiple units of measure and pricing
  • Manage stock in multiple warehouses, optimize stock movement and reduce picking times
  • Run real-time available to promise checks
Solution Brief: SAP Business One Warehouse & Inventory Management

Finance & Accounting

Gain better visibility and control of your margins and profits by accurately capturing actual costs on your jobs.

  • Easily track all relevant transactions against a job for more accurate costing
  • Speed up billing processes with automatic flow-through of job costs
  • Use flexible billing options to adjust the frequency and billing method based on the requirements of the job
  • Leverage built-in revenue recognition functionality to bill according to contract terms, while ensuring compliance with international accounting regulations
  • Automate key accounting processes, like journal entries, accounts receivable and accounts payable
  • Closely manage your cash flow
  • Create budgets and financial forecasts based on accurate historical data
  • Quickly process reconciliations, bank statements and payments
  • Get a clear picture of your organization’s financial performance at any point in time with standard or customized reports
  • Complete period end close quickly and accurately

Explore the Solution Brief

Solution Brief: SAP Business One Financial Management

Sales & Customer Relationship Management

Drive revenue by enhancing your customer experience – from first touch, to deal close and throughout service delivery.

  • Effectively manage sales opportunities to turn more prospects into customers
  • Easily maintain a database of your contacts and track all sales activities, on your desktop or mobile device
  • Provide customers with accurate estimates and delivery schedules based on real-time information
  • Identify top performing customers with comprehensive reporting at your fingertips
Solution Brief: SAP Business One Customer Relationship Management

Reporting & Analytics

Manage your business proactively with comprehensive reporting that considers all areas of your business collectively. With our SAP Business One solutions, you can answer questions like:

  • What’s our average gross margin by job?
  • How long is an average sales cycle?
  • What percentage of leads convert to a sale?
  • As a percentage, what is resource utilization by job or phase?
  • What is the schedule and cost variance by job?