Record the service booking
Proposed handoff: Bookings that connect a customer request to an agreed slot, resource or service. Agree capacity, cancellations, deposits and reminders and who may complete or correct this stage.
Track service schedules with ease. Review the proposed workflows that fit your daily operations, then consider reusable common modules as building blocks.
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Service owners, booking teams and field staff. Use the demo to review the available workspace; industry-specific fields, integrations and rules are agreed during configuration.
Proposed handoff: Bookings that connect a customer request to an agreed slot, resource or service. Agree capacity, cancellations, deposits and reminders and who may complete or correct this stage.
Proposed handoff: Visit records that connect the scheduled appointment to its purpose and outcome. Agree availability, evidence and follow-up responsibilities and who may complete or correct this stage.
Proposed handoff: Renewal records that connect an expiring agreement to its next review or action. Agree lead times, approved terms and customer contact rules and who may complete or correct this stage.
Industry ERP totals depend on the selected apps. Confirm setup, industry adaptations, migration and infrastructure separately.
Compare monthly plansFor your pest control services team, enter a reduction in repeated entry, searching or follow-up time that you think is achievable. The result is a planning illustration, not measured product performance.
Assumptions: 15 minutes × 22 workdays ÷ 60 × $20/hour. One Solo MicroERP is $5/month; $105 is the illustrative time value less that app fee, before implementation, infrastructure, other apps, taxes and usage costs. Time value is not guaranteed cash savings or ROI. Validate changes against your own baseline and actual adoption.These 8 scopes are proposals for validation. Shared modules are linked as reusable building blocks, and product readiness remains a separate decision.
Record a customer's site and reported issue, schedule an assessment, capture observations and submit a reviewed service scope and quotation.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Survey technician, sales coordinator
Set a contracted visit schedule, group due sites into routes, assign technicians and record completed or rescheduled visits.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Service planner, dispatcher
Issue an approved work instruction, record products and quantities actually used, capture site evidence and obtain supervisor and customer completion review.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Technician, service supervisor
Register monitoring locations, plan inspection rounds, capture findings and approved actions and maintain the history for each site point.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Service technician, account supervisor
Register recurrence or service complaints, review contract coverage, schedule an approved callback and track customer-confirmed closure.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Customer service, service manager
Confirm site access and preparation instructions from approved templates, record customer acknowledgements and retain post-service handover documentation.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Coordinator, site contact
Receive approved supplies, record batch and storage details, issue quantities to jobs and reconcile returns, expiry and documented disposal.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Stores supervisor, operations manager
Assemble reviewed visit records and outstanding actions by client site, share periodic service reports and track contract renewal discussions.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Account manager, service reviewer
This catalogue currently shows 1 dedicated industry concept and 16 common module concepts. The eight proposed workflows remain validation scopes and are separate from the product count.
Track service schedules with ease. A focused workspace designed for teams that value simplicity.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Give every booking a better experience. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Resolve requests and keep customers informed. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Know what is in stock, where and why. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Run memberships and recurring relationships. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Manage leads, pipelines and opportunities. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Keep business numbers organised. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Bring people operations together. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Replace manual handoffs with clear workflows. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Make everyday decisions with clearer data. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Organise important information securely. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Explore these general-purpose concepts if they fit your business. Confirm requirements and integrations before including them in your proposal.
Sell faster with streamlined billing and checkout. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Coordinate work from brief to delivery. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Control purchasing and supplier workflows. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Plan orders, materials and production. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Keep equipment and assets under control. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Move orders from purchase to fulfilment. A modular toolkit designed for teams across industries.
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
These catalogue entries are illustrative concepts with a Planned listing status. Demo and sign-in routes are separate workspace entry points. Confirm current scope, availability, integrations and applicable rules in your proposal.
Need help choosing? Try ERP FinderAfter initial online setup, use configured core workflows and locally available data on your device offline. Reconnect and verify your system to sync saved changes.
Planned for upcoming Micro-ERP releases. Availability and implementation must be confirmed in your final proposal.
After initial online setup, keep using configured core workflows and available data on your device. Save changes locally during an internet interruption, within the 48-hour verification window.
After successful online service verification, pending local changes sync with your configured system and agreed destinations. Any conflicts stay visible for review.
Your system must verify with the authorized service within 48 hours of its last successful verification. Internet access alone does not renew the window. At the deadline, ERP use locks until verification succeeds; pending local changes remain saved.
Use a supported connector for files or exports on your own drive, or structured records in your own database. You control the destination and permissions; scope and sync direction are agreed in your proposal.
You pay your chosen drive/database provider. Any EasyManageX-hosted copies follow your cloud storage allowance and usage charges.
AI, SMS, WhatsApp and other internet-dependent services wait until connected.
The same offline verification policy applies to shared-server and dedicated-server hosted plans, with monthly or lifetime licences, and to self-managed software purchases.
Plan AI assistance, clearer reports and reviewed automation around your business, with a custom workflow design capability shaped for your team.
Planned for upcoming Micro-ERP releases. Intellistra currently presents private-beta prototypes; included capabilities and supported integrations need final proposal confirmation.
Plan an assistant that answers business questions using approved, configured ERP context. Access stays within the records and permissions agreed for your build.
Explore management summaries, receivables insights and purchase-approval context from supported read-only records. Reporting coverage is confirmed for your integration.
Plan supported tasks and follow-up workflows with review, permissions and approval steps. Record-changing actions need a validated implementation before they become available.
A planned EasyManageX capability to shape custom steps, roles, rules and approvals around your process. Your final proposal defines the designer and supported execution scope.
Use reviewed Assistant and AutoConnect concepts to plan connections and field mappings. Connector availability, schema and approved access are agreed before integration.
Plan identity, scoped permissions, approval checkpoints and audit history for AI-assisted work. You review the authorized actions and boundaries for your workspace.
AI runs on usage credits. Rates, credit rules and included capabilities are confirmed in your proposal.
Intellistra AI needs internet access; AI requests wait while your Micro-ERP is offline.
Approved context, supported connections and explicit permissions define what AI can access or do. Actions that change records require a validated implementation and the agreed approvals.
Explore focused software to simplify bookings tasks.
Explore focused software to simplify visits tasks.
Explore focused software to simplify renewals tasks.