ERP for Consultants and Service Firms
Your stock is your team’s time. NavoBook keeps each client matter with its stages and payments, the work on a shared board, and the billing, receivables and salaries in the same books.
ERP that fits how service firms actually run
A service firm has no godown to count, which makes it easy to believe it needs nothing more than an accounting program. Then the questions start: which clients owe for work finished months ago, which matters are stuck waiting on a document, which engagements earned their fee and which quietly took twice the hours. The answers sit in email, a task app and the accountant’s ledger, none of which talk to the others.
NavoBook keeps each engagement as a case with an agreed fee, stages you define and payments received in parts. The team works from the Work Tracker board, clients are invoiced from Sales with the tax rates you set, and receivables age on one report. Salaries, advances and staff claims run through HR and Payroll, so the cost of the team and the income it brings sit side by side.
Where service firms leak revenue
Work done, never billed
A stage is finished but the invoice waits for someone to remember it.
Receivables by memory
Clients who paid half up front are chased for the rest only when cash runs short.
Tasks outside the books
Work is tracked in one app and money in another, so busy never translates into billed.
Expenses on the client lost
Court fees, filing charges and travel paid for a client are never recovered on their bill.
Payroll apart from income
Salaries are the biggest cost, but they sit in a separate sheet from the fees they earn.
How NavoBook runs a service firm
Client matters as cases
Each engagement has an agreed fee, its stages and the payments received against it.
Costs on the matter
Fees and expenses paid for a client are recorded against their case, so nothing paid is forgotten.
Work Tracker board
The team’s tasks on a shared board, so work in progress is visible to everyone who needs it.
Invoicing and receivables
Bill clients from Sales and follow every balance by age.
HR and payroll
Salaries, advances and staff claims in the same system, raised by staff through the employee portal.
Multi-branch books
Offices in two cities kept as separate units that consolidate into one set of statements.
How the work moves through NavoBook
In the order it happens, from the first record to the last.
- 1
Engage
The matter opens as a case with its fee and stages.
- 2
Work
Tasks run on the board and stages are completed.
- 3
Bill
The client is invoiced and part payments are received.
- 4
Review
Receivables and case margins show which work pays.
Modules service firms use most
All 23 modules are included on either plan, so you can switch any of these on as you grow, with no extra fee.
Consultants & Professional Services: frequently asked questions
Is an ERP useful for a service business with no stock?
Yes. Inventory is only one module and can stay switched off. A service firm uses cases for client matters, the Work Tracker for tasks, Sales for billing and receivables, and HR and Payroll for its team, all on one ledger.
Can we track payments received in parts for one engagement?
Yes. Each case records its agreed fee and every receipt against it, so the balance still due on an engagement is always visible.
Can staff submit claims and leave requests?
Yes. Through the employee portal, staff raise work claims, payment requests, leave requests and advance requests, which flow into HR and the accounts once approved.
We have offices in two cities. Can we see each one separately?
Yes. Each office can run as its own business unit with self-balancing books, and the statements consolidate into one view for the firm.
Guides for service firms
Written for Pakistan, by the same team that builds the software.
ERP & Software
One Owner, Five Businesses: Running Multi-Company and Multi-Branch on One ERP
9 min readAccounting
Accounting Software and FBR in Pakistan: Sales Tax, Withholding and Staying Filed
9 min readERP & Software
Cloud vs On-Premise ERP in Pakistan: An Honest Look at What Actually Breaks
9 min readRun the whole business on NavoBook
From PKR 20,000 a month, all 23 modules included. No per-module fees, no installation.