Your starting setup
- Services
- Materials and supplies
- Billable
- Default rate
- Resource role
DeepERP for
Project accounting
Customer projects, milestones, costs and billing.
Workflows for your business
- Change order
- Milestone acceptance
Work organized around your team
- Project manager
- Consultant
- Project accountant
Your industry setup is reviewed before it is applied. Available tools depend on your package and each person's access. Your team retains approval of sensitive actions.
Workflows for your business
Change order
A customer's change estimated, priced, approved inside, accepted by the customer in writing, and the budget updated.
- Customer asks for a change
- Cost, time and price of the change estimated
- Change price approved
- Customer accepts the change in writing
- Budget and contract value updated
Milestone acceptance
A milestone finished, evidence sent, the customer's sign-off received, then invoiced and revenue recognised.
- Milestone work complete
- Acceptance evidence sent to the customer
- Customer signs the acceptance
- Milestone invoiced
- Customer pays the milestone invoice
- Revenue recognised
See this industry in DeepERP
Tell us how your business works. We will walk through the relevant workflow and confirm what is included before you choose your setup.