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Service that can do more - networked, plannable, automated
Complete solution for service and service providers
Today, service means more than just responsiveness – it’s about networked processes, reliable planning and real added value for the customer. Whether technical field service, consulting project or support assignment: as a modern service provider, you need full control over your resources, processes and services – and as efficiently as possible.
Whether it’s scheduling, material logistics, mobile time recording or automatic invoicing – you retain full control at all times and at the same time relieve your teams in their day-to-day business. The result: less effort, more transparency and a service experience that impresses your customers.
The highlights of the solution
All important business processes combined in one platform: from project and resource planning, customer and service management to finance and mobile working – with this solution you can manage your company transparently, flexibly and future-proof.
Central project management
The industry solution enables you to plan, manage and implement projects in a structured manner down to the level of detail and graphic planning board. Budgets, schedules and tasks remain in view at all times - for maximum transparency and control in day-to-day business.
Real-time evaluations & dashboards
The integrated reporting function gives you access to current key figures - from project progress and capacity utilization to profitability. This allows you to make informed decisions without having to rely on external tools.
Customer management (CRM)
Manage leads, opportunities and customer activities centrally and control your sales processes in a targeted manner. Campaign management and sales control help you to sustainably increase your sales.
Quotation preparation and invoicing
End-to-end processes from quotation to invoicing ensure greater efficiency. Services can be billed flexibly - by the hour, at a flat rate or on a project basis - directly from the system.
Service orders and support
Control service processing, contract and service management centrally. Manage tickets, activities and documents clearly and schedule service orders efficiently - for fast support and satisfied customers.
Resource & capacity planning
Manage shift planning, skills and capacities centrally - while your employees record times and travel expenses on their mobile devices. This increases efficiency and frees up time for your team.
Mobile access to all data
Whether you are working from home, at the customer's premises or on the move - with the solution, you can access all relevant ERP and CRM data at any time while on the move. Customer files, project statuses, quotations or open tasks are available in real time - secure, user-friendly and on any device.
Finances & Accounting
Integrated financial accounting for general ledger, accounts receivable and accounts payable. Payment transactions, dunning, DATEV export and GoBD-compliant archiving.
Features
Your advantages at a glance
- Project management & controlling: Transparent planning, control and post-calculation with project cockpit, GANTT diagram and actual/planned cost comparison.
- Resource & capacity planning: Central management of availabilities, skills and capacity utilization - for optimal resource planning.
- Service & Support: Efficient service management with ticket system, contract management and mobile field service connection.
- Mobile working: Time recording, travel expenses and tours - mobile recording and directly available in the system.
- Purchasing & warehouse logistics: Automated scheduling and mobile warehouse processes ensure smooth material flows.
- Customer service & CRM: Knowledge database, activities and support desk for fast, well-founded customer service.
- Calculation & billing: Preliminary calculation, running costs and flexible billing rates for full cost control.
Flexibly provided, fully integrated and future-proof.
Ready for the future - as you wish
Whether you prefer maximum control, mobile deployment options or cloud-based scaling, SAP Business One adapts to your business model.
Cloud solution
Ideal for companies that want to scale quickly or do not want their own server operation.
- Quick start without own infrastructure
- Plannable monthly costs instead of high one-off investments
- Automatic updates and maintenance by experienced experts
- Maximum security & availability in certified data centers (GDPR-compliant)
- Simple integration into existing cloud systems (e.g. email, CRM, stores)
Perfect for: Start-ups, growing service & service companies
On-Premise
Suitable for companies with individual infrastructure and specific requirements.
- Maximum data sovereignty - all data remains in your environment
- Full control over updates, systems and security
- Extensive customization through own add-ons and user exits
- High performance with large amounts of data or complex processes
- Integration into existing IT infrastructure (e.g. Active Directory, internal databases)
Perfect for: Companies with high data volumes, their own IT or internal compliance requirements
Mobile use
Keep an eye on your business wherever you are – on your smartphone, tablet or laptop.
- Access to warehouse, sales, CRM and reports - in real time on mobile devices
- Mobile warehouse logistics with scanners & tablets (e.g. pick & pack in real time)
- Offline mode for warehouse and field service - with later synchronization
- Execute approval workflows on the go (e.g. price approvals, document creation)
- Can be used across platforms - iOS, Android, Windows
Perfect for: Field service, store managers, warehouse teams, managers on the move
ERP software for service providers - what you need to know
The industry solution is based on SAP Business One and has been specially developed for small and medium-sized service companies. It is ideal for companies with project or service-oriented business models - for example in the areas of IT services, consulting, engineering, technical services, agencies or personnel management. Thanks to flexible modules and customizable processes, the solution can be tailored precisely to your requirements - from small teams to internationally active service providers.
Yes, the solution is designed to efficiently map even complex project structures. You can work across projects with several teams, departments or external partners - including task distribution, capacity planning, resource management and milestone tracking. With the integrated project cockpit, GANTT diagrams and real-time reporting, you can keep track of progress, costs and responsibilities at all times - even with several parallel projects.
Customer service is a central component of the industry solution. With integrated service management, ticket system, activity tracking and contract management, requests and orders can be processed in a structured and traceable manner. The combination of knowledge database, support desk and mobile deployment planning ensures that your service team has access to the right information at all times - for faster response times, lower error rates and satisfied customers.
Yes, the solution offers extensive integration options. Existing systems such as DATEV, Outlook, time recording tools, BI solutions or third-party systems can be easily connected via standard interfaces and APIs. This allows you to create consistent processes without duplicate data maintenance and significantly reduce manual effort. Individual connections are also possible - depending on the technical environment and requirements.
No, the solution adapts to your existing processes. You can adopt many of your proven processes and optimize them at the same time. The software comes with industry-proven standards that can be customized - so you benefit from efficiency gains without having to completely reinvent the way you work.
The duration depends on the scope of your project - such as the number of modules, users, locations and the desired customizations. As a rule, initial productive use is possible within a few weeks. Thanks to standardized best practices for the service industry, the solution can be introduced quickly. Our partners will accompany you step by step - from the process start to training and go-live.
Customer testimonials
Success stories from the service industry
Discover how service companies are digitizing their processes, working more efficiently and achieving sustainable growth with our ERP industry solution. Our customers report first-hand on how they increase service quality, make optimum use of resources and successfully master projects.
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- Production
- Trade
- Service & Service
- Food
- Recycling
- Mechanical engineering
- High-Tech & Electronics
- Pharmaceuticals
- Vending
- Special production
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