01
Capture the requirement
Set up the appropriate master data and the business record that starts the process.
Services & Projects
Make client work easier to follow.
Connect customer enquiries, task assignments, project records, eligible billable work and accounting for service-oriented teams.
XLINKONE BUSINESS OSService Businesses
THE BUSINESS CHALLENGE
Understanding the work behind service businesses.
Clients may agree on the scope while several staff members perform different parts of the work.
THE XLINKONE APPROACH
A connected way to manage the process.
Use CRM, projects, tasks and financial records to organize communication and billing alongside delivery.
Explore the Platform HOW THE WORK MOVES
A workflow that reflects your business.
Each stage has its own purpose. Keeping those stages organized makes it easier to follow what happened and what needs attention next.
02
Assign and complete tasks
Record the transaction or operational activity using the relevant XlinkONE workflow.
03
Review and bill
Review the result and the supporting stock, work or financial information.
A PRACTICAL BUSINESS SCENARIO
Service Businesses in everyday operations.
A client requests a design project. Tasks move from briefing to preparation to review, and the final eligible work is billed.
Explore Business Solutions CONNECTED ERP CAPABILITIES
Relevant XlinkONE modules.
Explore the software capabilities that support this industry's transactions and operating processes.
CONFIGURATION & AVAILABILITY
Fit the software to the work.
Available functions depend on the subscribed plan, company configuration and deployed ERP version.
QUESTIONS & ANSWERS
Planning XlinkONE for Service Businesses?
The right setup depends on your documents, quantities, reporting needs, company rules and employee responsibilities.
Which ERP modules are relevant?
Relevant modules include CRM & Lead Management, Projects & Tasks, Accounting & GST. The final selection should reflect how your business operates.
Can we adapt XlinkONE to our process?
XlinkONE provides the workflows described here. During setup, review the relevant masters, units, document flow, access permissions and reports before processing live transactions.
Are specialized industry features included?
Available functions depend on the subscribed plan, company configuration and deployed ERP version.
XLINKONE BUSINESS OS
Create Your Workspace Bring your business processes together.
Start with the modules your team needs, then configure the platform around your operating requirements.