Trusted by field service teams across the trades

ServiceOps ERP keeps every team aligned, from the office to the jobsite.

PT ProTech Electrical
CA CoolAir HVAC
RP Rapid Plumbing
SG SecureGuard
GS GreenScape
2,500+
Jobs completed monthly
98%
Customer satisfaction
40%
Reduction in admin time
12M+
Processed monthly

ServiceOps ERP transformed how we manage our field operations. We cut admin time in half and our technicians actually enjoy using it.

JM
Johan van der Merwe
Operations Director, ProTech Electrical

Finally, a system that understands field service. From quote to invoice, everything flows seamlessly.

SN
Sarah Naidoo
Managing Director, CoolAir HVAC Solutions

The real-time job tracking is a game changer. I can see exactly where every technician is and what they are working on.

PB
Pieter Botha
Fleet Manager, Rapid Plumbing Services
Bank-grade security
99.9% uptime
Onboarding-led support
Mobile ready

Modules built for field service businesses

Every team touches the same data. No duplicated systems and no guessing.

Commercial Workflow

Quotes, invoices, jobs, purchases, and debtor tracking. Be in the know and in control.

Operations Control

Manage jobs, projects, recurring services and technician schedules in one live board.

Service Oriented

Monitor progress live and make informed decisions on the spot.

Inventory and Assets

Track stock, parts usage, serialized assets, and vehicle inventory with smart ordering.

Financial Visibility

Creditors, debitors, income, expenses and profitability dashboards updated in real time.

Reporting Suite

On-point reporting gives a full overview of projects and client-ready updates.

Customer Experience

Share portals, approvals, and job updates without extra admin work.

Top-Notch Security

Hardened infrastructure and access controls keep every record safe.

From lead to paid, one seamless flow

Automate the processes between teams while keeping every step auditable and client-friendly.

Step 01

Capture

Create leads, contacts, and site profiles with signed compliance notes.

Step 02

Quote

Build rich quotations with scope, attachments, and margin targets.

Step 03

Deliver

Schedule field teams, sync tasks, and control punch lists.

Step 04

Invoice

Convert to invoices, track debtors, and issue statements automatically.

Automatic flow of data from one step to the next

Automate the flow of information with a single point of truth.

Step 01

Quotation

Create quotation, customer accepts and signs electronically, and you get notified instantly.

Step 02

Job

Automatically convert to a job and assign it. It is immediately available on mobile.

Step 03

Invoice

Create an invoice automatically from the job card and send it electronically.

Step 04

Payment

Accept and record payments. Track financial standing and make informed decisions.

Feature rich functions so you can manage and grow your business

A complete application that offers a clear overview of your business and supports smarter decisions.

Contacts Hub

  • Manage leads, customers and supplier detail
  • Store contact and business information
  • Full CRM functionality in the making
  • One-stop control of all contacts

Quotation Automation

  • Easy creation of quotations
  • Approval process to ensure correctness
  • Easily send quotation to clients
  • Client can accept and sign electronically
  • Convert quotations to job cards

Job Management

  • Easily create and manage jobs
  • Assign jobs to employees
  • Overview of materials used
  • Keep track of costs and profits
  • Real-time progress updates

Asset Management

  • Manage products, consumables and fixed assets
  • View and manage stock levels
  • Track and manage stock movement
  • Easily request new stock
  • Stock taking to ensure correct numbers

Debitors and Creditors

  • Debtors ageing and reminders
  • Creditors and purchase approvals
  • Informed stock acquisition decisions
  • Future income and expenses overview

Income and Expenses

  • Live update of all payments received
  • Live update of all payments made
  • Easily manage unallocated payments
  • Live update on net-status of the company

One dashboard. Complete control.

Manage contacts, quotes, jobs, invoices, and inventory from a single unified interface.

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Frequently asked questions

Everything you need to know about getting started with ServiceOps ERP.

Most teams are up and running within 24 to 48 hours. We provide hands-on onboarding support to import your data, set up team accounts, and configure workflows.
Yes. We support imports from spreadsheets, other field service software, and accounting systems.
Technicians get a dedicated mobile app to view jobs, update progress, capture photos, and collect signatures.
We offer flexible per-user pricing that scales with your team. No hidden fees and no long-term contracts.
Security is a top priority with encryption, backups, and secure hosting.
All plans include responsive support and guided onboarding for larger teams.

Run every field team like a premium operation.

Whether you manage 5 techs or 500, ServiceOps ERP keeps every contact, quote, and invoice in sync with your jobs.