Slovak
Hungarian
Polish
German
SpanishThis module is used to record the services provided to customers and offers clear documents for invoicing the work performed. A practical module, e.g. for accounting firms to facilitate reporting of individual activities/services to clients.
Record all services and activities provided to your customers in one place. Each entry contains the date, time range, assigned worker and link to a company from CRM. Thanks to structured records, you always have a complete overview of who performed what and when for which client.
A configurable service price list with five types of units (pieces, hours, employees, flat rate, month) enables precise pricing. The system automatically calculates quantity and total price in real time based on initial and final values. You can also set a percentage discount for each item.
Each service provided can be marked as invoiced or not invoiced. Bulk operations allow you to change the status of dozens of items with a single click. Filter only uninvoiced records and easily create documents for further billing. Excel export ensures seamless data transfer to the accounting department.
Filter records by date, year and month, user, CRM company, order or activity type. By combining filters, you get exactly the outputs you need — whether for monthly reporting, team utilisation checks or preparing invoices for a specific client.
Why choose the Services Provided module in eIntranet?
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CRM and orders integration
Link each service record to a specific customer from the CRM module and the relevant order. This gives you a comprehensive view of all work performed for a given client.
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Initial and final value system
Items can have defined initial and final values — whether counters, time ranges or numerical values. The system automatically calculates the difference and determines the final quantity for pricing.
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Ideal for accounting and consulting firms
The module is ideal for companies that need to report and invoice individual activities to clients — accounting offices, IT companies, consulting firms or service organisations.
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Time and work activity tracking
Record time from–to for each service and track how many hours the team dedicated to individual projects. Clear statistics help with capacity planning and productivity evaluation.
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Configurable activity types
In the module settings, define your own list of activities according to your company's needs. Each record is then easily categorised, giving you precise overviews by type of work.
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Attachments and files for each record
Attach files to each service provided — protocols, photo documentation, handover sheets or other documents. All documentation is in one place and easily searchable.
Help/Wiki for this module can be found at: https://wiki.eintranet.net/en/modul/90/services-provided
Try the Services Provided module in eIntranet for free and streamline work reporting for your clients.
Service and Activity Records for Customers is a key module of eIntranet.net that allows companies to track every task and service performed for clients in one clear interface. It simplifies invoicing and accounting reporting, resulting in faster invoice delivery and reduced administrative errors.
- Individual Work Items – record precise time, costs, and activity description to easily calculate the price for the client.
- Automatic Invoice Generation – the module creates invoices directly from recorded services, saving time and eliminating manual entry.
- History and Reports – clear charts and exports help monitor department or individual employee performance.
- Integration with Accounting and CRM – data syncs to eIntranet.net, keeping all information consistent across the entire system.
- Localized Support for the Czech Market – includes Slovak and Hungarian language variants for international clientele.
Save time on administration, minimize invoicing errors, and provide your customers with accurate and professional documentation – implement the Service Records module today.