CRM & Lead Management
Capture, organise and nurture every lead from a single dashboard.
Higher conversion, zero manual re-entry.
A TaaSPAK product
·
Now onboarding new operators
Your whole operation. One system.
ERPsy folds your CRM, quote tracker, job costing, dispatch board, asset register and payroll into a single platform — so the numbers stop disagreeing and the workflow stops breaking at every handoff.
Dedicated database per company · Guided onboarding · Up and running in minutes
app.erpsy.com / operations
Open jobs
38
Across 6 crews
Margin to date
31.4%
Rolled up live
Unbilled labour
$14,280
Flows into payroll
Lead → cash, in one record
No exports. No re-keying.
Lead
Quote
Job
Dispatch
Invoice
Payroll
The problem
Six tools. Six versions of the truth. One very long Friday.
A CRM here. A quote tracker there. Job costs in a spreadsheet, dispatch on a whiteboard, payroll in something nobody wants to touch. Every seam is a place data gets retyped, and every retype is a place the numbers drift apart.
ERPsy replaces the seams. Put an end to the complex workflows that disjointed systems create, and get back control of the business.
Without ERPsy
- Quote lives in one tool, the job in another
- Job cost known three weeks late
- Equipment tracked on a clipboard
- Payroll hours re-keyed by hand
- Month end is an archaeology project
With ERPsy
- Quote converts straight into the job
- Costs roll up as the work happens
- Assets costed against the job they served
- Timekeeping feeds payroll directly
- Month end is a report, not a rescue
The platform
Six modules that were always meant to be one
Each one is a product in its own right. Together they share a single record, so nothing has to be reconciled at the boundary.
Projects & Job Management
Quote, convert and run jobs with full transparency — costs by job or by ticket.
Clarity over estimates and real profitability.
ERP & Accounting Core
Invoicing, billing and financials moving in lockstep with job costing.
No dual entry. Everything balances itself.
Asset & Equipment Tracking
Assign resources to jobs and tickets; watch utilisation, cost history and maintenance.
Visibility into asset ROI and where it goes.
Service Dispatch
Coordinate the field workforce, dispatch work orders and manage schedules in the job flow.
Timely delivery, less idle time, happier customers.
Timekeeping, Payroll & HR
Fully integrated HR with template-driven payroll runs.
Simpler employee management and cleaner compliance.
How it works
One job, start to finish, without leaving the system
Here is a home services job moving through ERPsy. Notice what is missing: exports, re-entry, and the phrase “let me check the other system.”
-
1
Lead lands
A homeowner enquiry hits the CRM. Source, contact and history captured once.
-
2
Quote goes out
Build the estimate off real rates and real equipment cost — not last year's spreadsheet.
-
3
Job opens
Accepted quote converts straight into a job, budget attached, no retyping.
-
4
Crew & kit assigned
Technician and equipment allocated from the same pool everything else reads from.
-
5
Dispatch rolls
Work orders and schedules go to the field; the job record updates as they move.
-
6
Costs roll up
Labour, parts and asset time land against the job the moment they happen.
-
7
Payroll runs
Timekeeping feeds payroll from the same hours that costed the job. It reconciles because it never diverged.
Outcomes
Your business, reimagined more efficiently
Reduce tool fatigue
Stop juggling half a dozen applications and the reconciliation tax that comes with them.
Achieve cost visibility
Roll costs up at the job level, then drill straight into ticket-level detail.
Optimise assets
Track equipment usage, maintenance and true cost of ownership over time.
Empower field teams
Unified dispatch streamlines workflows and sharpens staff assignment.
Simplify HR
Payroll, benefits and onboarding sit inside core operations, not beside them.
One set of numbers
Finance, ops and the field all read the same record. Arguments end.
Ready to transform the way you work?
ERPsy empowers your workforce to get more done while sharpening the customer experience. Sign up in minutes and go straight into your dedicated workspace.
Dedicated database per company · Guided onboarding available · Cancel anytime