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Everything included
The full ERPsy feature list
Every feature below is included in your ERPsy subscription — no bolt-ons, no per-module pricing. This list grows as we ship; the version you start with is never the ceiling.
AI Agents
- AI-powered marketing templates
- Purchasing
- AI-assisted dispatching
- Analytics and Reporting
- Natural language processing
CRM & Lead Management
- Lead capture & intake forms
- Contact & company management
- Lead source tracking
- Activity timeline & notes
- Follow-up reminders
- Pipeline stage management
- Lead assignment & routing
- Duplicate detection
- Custom fields on contacts
- Email & SMS correspondence log
Quoting & Estimating
- Line-item quoting with labor & materials
- Quote templates
- Markup & margin controls
- Multi-revision quoting
- Customer-facing quote portal
- Digital acceptance & e-signature
- Quote expiry & follow-up automation
- Conversion to job on acceptance
- Profitability preview at quote time
- Discount approval workflow
Projects & Job Management
- Job creation from accepted quote
- Job stage & status workflow
- Sub-jobs & work orders
- Task lists & checklists
- Internal job notes
- Customer-visible job updates
- Document & photo attachments
- Budget vs actual tracking
- Job costing by labor, parts & equipment
- Job close-out & sign-off
- Recurring jobs
- Job templates
Service Dispatch
- Dispatch board with drag-and-drop scheduling
- Technician availability calendar
- Work order assignment & reassignment
- Route optimisation view
- GPS / map view of field staff
- Arrival & departure time capture
- Mobile work order access
- Customer notification on dispatch
- On-site photo & note capture
- Service history per location
Asset & Equipment Tracking
- Asset register with full history
- Assignment to jobs & technicians
- Utilisation reporting
- Maintenance schedules & alerts
- Cost of ownership tracking
- Asset categories & custom attributes
- Depreciation tracking
- QR / barcode asset lookup
- Asset check-in / check-out log
- Out-of-service flagging
ERP & Accounting Core
- Customer invoicing
- Supplier bills & purchase orders
- Payment recording & reconciliation
- Credit notes & adjustments
- Chart of accounts
- Journal entries
- Accounts receivable & payable ageing
- Tax configuration & reporting
- Multi-currency support
- Bank feed import
- Financial period management
- Profit & loss reporting
- Balance sheet
Timekeeping, Payroll & HR
- Clock-in / clock-out timekeeping
- Mobile time entry
- Time approval workflow
- Overtime & break rules
- Employee profiles & documents
- Payroll run with template support
- Pay codes & deductions
- Leave requests & approvals
- Onboarding checklists
- Certification & licence tracking
- Payroll history & payslips
- Compliance reporting
Reporting & Analytics
- Dashboard with KPI widgets
- Job profitability report
- Revenue by period & category
- Technician performance report
- Lead conversion report
- Asset utilisation report
- Aged receivables & payables
- Payroll summary reports
- Scheduled report delivery
- CSV & PDF export
Platform & Administration
- Role-based access control
- User-based permission override
- Multi-branch / location support
- Audit log
- Notification & alert rules
- Email & SMS templates
- Branding & logo configuration
- API access
- Mobile app (iOS & Android)
- Data import & export tools
- User activity reporting
Ready to put it all to work?
Start a free trial and get every feature listed above from day one. No credit card required.