Home Services
Home services company (plumbing, electrical, painting) with work orders, field technicians, mobile inventory, and customer scheduling
Included Modules
All freeEverything you need to run a Home Services, ready to go.
Customers
Customer management with CRM features, lifecycle tracking, tags, …
Invoicing
Create and manage invoices, credit notes, and billing
Quotes
Create and manage quotes, proposals and budgets
Schedules
Business hours, holiday schedules, and availability management
Staff
Staff profiles, schedules, and department management
Tasks
Task management, calls, meetings and activities
Tax Management
Tax rates, calculations and reporting
Pre-built Roles
2Role templates for a Home Services. Assign them to employees during setup.
Technician
Dispatcher
Setup Guide
AI AssistantStep-by-step commands to configure your Home Services hub in minutes.
Setup Guide: Home Services
Configure your Home Services hub from scratch using the ERPlora AI Assistant. All commands below are sent to the Assistant at
/m/assistant/.
Step 1 — Describe your business
Send this as your first message to the AI Assistant:
Hi! I have a home services company in Dublin. It's called "HomeFix Services". We do plumbing, electrical, and painting work in private homes. Our technicians work in the field with their own vans. I need to set up the full system.
The assistant will detect your business type and install the right modules. The hub will restart (1-2 min).
Step 2 — Configure everything
After restart, send this complete configuration message:
Perfect, modules are installed. Please configure everything:
- Business info: name "Homeffix Services Ltd", address "23 Victoria Quay, Dublin 8, D08 KX12", VAT number IE3456789T, phone 01 678 9012, email info@homefixservices.ie
- VAT: 23% not included in prices. Classes: Standard Rate (23%) for services and materials. Reduced Rate (13.5%) for qualifying home renovation work
- Payment methods: bank transfer, cash, contactless
- Employees:
- Anthony Reilly (Technician, PIN 1234)
- Claire Murphy (Dispatcher, PIN 5678)
- Services:
- Plumbing inspection (€45), Fault repair (from €60), Electrical installation (from €80), Room painting (from €120), Drain unblocking (€55), Free quote (€0)
Execute everything without asking further questions.
Modules installed
| Module | Purpose |
|---|---|
| customers | Customer database with address and service history |
| invoicing | Issue invoices on site or at office |
| quotes | Create and send quotes with labour and materials breakdown |
| schedules | Field technician scheduling with geographic zones |
| staff | Technician management and assignment |
| tasks | Work order management with status tracking |
| tax | Tax configuration — standard rate for services and materials |
Roles
| Role | Key permissions |
|---|---|
| Technician | tasks, field service, view-only inventory |
| Dispatcher | tasks, schedules, customers, quotes |
Typical use cases
- Assign emergency calls to field technicians with available calendar view
- Issue a quote from the technician's phone and convert it to an invoice on payment
- Manage materials stock in each technician's van
- Record the service history at each address
Notes
Services sector — standard VAT for home services. Some home renovation works may qualify for a reduced VAT rate depending on eligibility conditions. A written quote must be provided before starting work. The invoice must separately itemise labour and materials.
Start your Home Services with ERPlora
Create your free account and set up your business in minutes using the AI Assistant. No technical knowledge needed.