Services ยท Aurangabad
Billing that follows the work instead of chasing it
An engineering services firm
6 weeks to 1 week
Billing lag
under 1 minute
Timesheet entry
7 weeks
Go-live
The situation
Thirty engineers across a dozen client sites recorded their time on paper sheets collected at the end of the month.
Invoicing lagged the work by five to six weeks, and nobody could say which projects were actually profitable.
What we did
ERPNext Projects and Accounts configured around how the firm already quotes: per project, per milestone.
A one-screen timesheet the engineers can fill in under a minute from a phone at the end of each day.
Client and project masters rebuilt, with past receivables reconciled before cutover.
Training run per team rather than per module, plus a month of phone support after go-live.
What changed
Invoices now go out within the first week of the month, from recorded time rather than recollection.
Project-level margin is visible while the project is still running.
The partners' Monday review is now one report instead of three people compiling numbers.