IT Services
IT services company with helpdesk tickets, SLA contracts, project management, license tracking, and recurring billing
Included Modules
All freeEverything you need to run a IT Services, ready to go.
Contracts
Recurring contracts and service agreements with renewal tracking
Customers
Customer management with CRM features, lifecycle tracking, tags, …
Invoicing
Create and manage invoices, credit notes, and billing
Projects & Time Tracking
Project management, milestones and time tracking
Support
Customer support ticket system with SLA tracking
Tasks
Task management, calls, meetings and activities
Tax Management
Tax rates, calculations and reporting
Time Control
Employee time tracking with geolocation and geofencing. Compliant …
Pre-built Roles
3Role templates for a IT Services. Assign them to employees during setup.
Technician
Project Manager
Sales Representative
Setup Guide
AI AssistantStep-by-step commands to configure your IT Services hub in minutes.
Setup Guide: IT Services
Configure your IT 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 an IT services company in Amsterdam. It's called "BinarySoft Solutions BV". We manage IT for businesses: helpdesk support, maintenance contracts, implementation projects, and custom development. 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 "BinarySoft Solutions BV", address "123 Keizersgracht, 3rd Floor, 1015 Amsterdam", VAT number NL456789012B01, phone 020 601 2345, email hello@binarysoft.nl
- VAT: 21% not included in prices. Classes: Standard Rate (21%) for IT services
- Payment methods: bank transfer, monthly direct debit
- Employees:
- Thomas Rivera (Technician, PIN 1234)
- Elena Vidal (Project Manager, PIN 5678)
- Marcus Ortiz (Sales Representative, PIN 9012)
Execute everything without asking further questions.
Modules installed
| Module | Purpose |
|---|---|
| contracts | SLA contracts and maintenance agreements |
| customers | Client database with IT infrastructure notes |
| invoicing | Monthly maintenance billing and project invoicing |
| projects | IT project management with phases and deliverables |
| support | Helpdesk ticket management with SLA tracking |
| tasks | Task assignment per technician and project |
| tax | Tax configuration — standard rate for IT services |
| time_control | Timesheet for billable hours per client |
Roles
| Role | Key permissions |
|---|---|
| Technician | support tickets, tasks, time tracking |
| Project Manager | projects, tasks, view-only customers, time tracking |
| Sales Representative | quotes, customers, contracts, view-only invoicing |
Typical use cases
- Manage support tickets with SLA, priority, and resolution time
- Track hours worked per client for accurate billing
- Manage implementation projects with phases and deliverables
- Issue monthly maintenance invoices with incident details
Notes
Professional services sector — standard VAT for IT services. SLA contracts define response and resolution times for incidents (e.g. P1: 2h response, 4h resolution). A timesheet is essential to justify hourly billing to clients. Software licences managed for the client should be inventoried to track renewals. Recurring maintenance billing is automated with the contracts module.
Start your IT Services with ERPlora
Create your free account and set up your business in minutes using the AI Assistant. No technical knowledge needed.