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.
Log billable time and individual tasks straight against a CRM company and a specific order. Every entry carries the name of who did the work, the date and the type of activity, so you always know who did what for the client and when.
Build a price list with a code, a name and a rate per unit. Five units are available - pieces, hours, staff, flat fee and months - so the pricing fits field service, consulting or recurring maintenance alike.
The amount adds up as you type. Pick an activity, enter the quantity, and the discount and final figure recalculate instantly - no pocket calculator, no slips in the totals.
Need to report a meter reading or a time span? Enter the opening and closing value and the module works out the quantity for you. Perfect for counters, engine hours and a precise from-to record of work.
Each item shows whether it has already gone onto an invoice. Mark finished rows in bulk, and the "uninvoiced only" filter hands you a clean basis for month-end billing.
What the services provided module is good for
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Clear basis for invoicing clients
The collected service records form a tidy statement from which you easily issue an invoice for the work actually delivered.
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Percentage discounts per item
Set a percentage discount on individual rows to reflect contract terms or special pricing for a particular customer.
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Filter by date, client and activity
Sift records by period, user, CRM company, order or type of activity. The year and month switch speeds up routine closings.
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Export to Excel
Export the whole service table in one click and process the data further in a spreadsheet or pass it to your accountant.
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Attachments right on the record
Attach protocols, photos or documents to individual jobs by simply dragging the files into the record window.
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Rights by position or by person
Six permission levels decide who sees only their own entries and who gets an overview of the whole team. Set them per department or for a specific individual.
Links with other modules
The services provided module draws data from other parts of eIntranet and keeps the record of work in one place.
Help/Wiki for this module can be found at: https://wiki.eintranet.net/en/modul/90/services-provided
Keep delivered work together and ready to invoice
Recording services provided in eIntranet replaces scattered spreadsheets and notes. Service firms, accounting offices and consultants use it to report client activities clearly and without manual math.
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.