Service Business operations System
Service Modeling
Define packaged, time-based, or resource-based service models with configurable scope, billing rules, delivery formats, and pre-set resource and compliance requirements.
Contract Acquisition
It streamlines quoting and contract generation by aligning service models with customer needs, ensuring accuracy, faster turnaround, and conversion into executable agreements.
Delivery Operation
Consistent and high-quality service delivery with full visibility and control. Assign resources, track execution, capture approvals, and ensure every service meets performance and compliance standards.
Service Billing & ROI
Automate billing from service completion to client-approved invoicing, while tracking billable resources to reduce revenue leakage, improve cash flow, and tracking ROI.
Intelligently automates mission-critical service workflows
Streamlining every core process — from Lead to Contract (L2C), through Call-Out to Cash (C2C), to Vendor Call-Out to Pay (C2P)— with seamless automation and intelligent integration. SBoS supports both on-field and service-center delivery models, offering the flexibility to manage packaged services as well as time-and-material-based engagements with equal efficiency.
INTELLIGENT SERVICE MODELING
Evolve your service portfolio to meet market demand—while we handle the complexity, you stay focused on growth.
SBoS is built for B2B service businesses of all kinds — from structured packaged services to flexible time-and-material engagements. Our platform gives you the flexibility to create, manage, and evolve your service delivery model to meet customer demands and business goals
Scaling with agility requires service organizations to adopt a structured, scientific approach that unifies sales and delivery operations. SBoS enables this transformation—here’s how:
Purpose-Built for B2B Service Businesses
Designed to model and structure complex service offerings, streamline end-to-end delivery operations, and automate service billing process.
Seamless Service Lifecycle Management
From quoting to delivery to invoicing — everything flows without silos, ensuring complete alignment across teams and processes
Real-Time Resource and Asset Coordination
Built-in rostering and availability engine gives you a live view of resource allocation, utilization, and productivity — now and in the future
Built-In Client Collaboration and Approvals Engine
Clients can approve delivery reports and timesheets via secure links — no portals or back-and-forth emails.
Modular and Integration Friendly Architecture
No need to rip and replace — SBOS works independently or integrates with the existing ERP to handle what they don’t.
CONTRACT ACQUISITION
Smarter Service Sales. Deeper Client Engagement. Higher Profits
We automate the entire service sales cycle—from setting up dynamic sales rate strategies to auto-generating accurate quotations, managing service contracts with built-in compliance, and seamlessly converting them into work orders ready for execution. SBoS reduces turnaround time, eliminates manual errors, and ensures a smooth transition from sales to service delivery
Quotation Builder with Service Model Integration
Build accurate quotes by pulling predefined services, resource needs, and billing rules from the service model for speed and consistency.
Flexible Resource and Cost Configuration
Adjust resources provisioning and costing rules to match customer-specific needs — offering flexibility that strengthens your negotiation position and improves win rates.
Convert Quotations into Structured Service Contracts
Turn approved quotations into structured service contracts that enforce clear terms, billing logic, and execution rules — ensuring alignment across delivery and finance.
Customer Call-Out to Work Order Conversion
Capture customer-initiated service requests (call-outs) and seamlessly convert them into work orders linked to the applicable contract and client orders.
OPERATIONS EXCELLENCE MODULE
Streamline Service Delivery Operation with SBoS
Be it work order-based delivery, timesheet submissions for client approval, or weekly reporting—our solution streamlines service execution to reduce turnaround time, eliminate manual errors, improve client satisfaction, and ensure faster billing cycles.
Work Order Assignment
Assign crew, assets, and resources based on contract and schedule.
Pre-Execution Readiness
Verify checklists, documents, and resource mobilization before execution begins.
Streamlined Service Execution
Perform the service as per scope, contract terms and resource provisioning rules.
Client Sign-Off and Reporting
Automates client approvals to accelerate the project billing process and improve efficiency.
SERVICE BILLING & ROI
Stop revenue leakage with fully automated, accurate, and on-time invoicing.
The Service Billing & ROI module ensures that every billable service, resource, and activity is captured, approved, and invoiced — exactly as defined in the contract. By automating the billing process and tightly integrating it with service execution, the system prevents value leakage, improves cash flow, and safeguards your profit margins.
Key Capabilities of the Service Billing & ROI Module
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Automated Billing Engine: Generates invoices based on service delivery, timesheets, or usage — fully aligned with contract terms and approval workflows.
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Multi-Model Billing Support: Supports fixed-fee, time-and-material, milestone, and usage-based billing models to match every type of service contract.
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Integrated Client Approvals: Capture digital approvals for delivery reports and timesheets via secure email links, reducing billing delays and disputes.
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Real-Time Profitability Insights: Track service-wise costs, billables, and margins to monitor ROI and optimize pricing or delivery strategy.
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Billing-to-GL Integration: Push approved invoices directly to your financial system or built-in GL to accelerate cash flow and reduce manual effort.
Specialized Solutions for Complex Service Industries
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Need a complete solution?
SBoS is a purpose-built solution designed to seamlessly work alongside your existing ERP system, ensuring zero disruption to your current investments. However, if you are an SMB looking for one unified business platform without the need to implement a full-scale ERP, our fully integrated add-on modules fill the gap.