WEDATA ERP for professional services
For offices, trades and service firms
A system for consulting, legal and accounting offices and skilled trades: record the customer's request and follow it as a work order or project until delivery, invoice it and collect what you are owed, and follow your leads and opportunities from one place.
More than 8 years of experience in business solutions
Solutions
From request to delivery
and invoice
Customer requests and work orders
Record the customer's request as a quotation, convert it on approval into a work order with an expected delivery date, follow its status until delivery, then issue the invoice from it directly with no re-entry.
Projects and tasks
For longer engagements, create a project per customer, break it into tasks your team discusses in comments, log activities on it, then invoice the project in full or in stages and follow collection.
Leads and opportunities
Record every lead and follow up regularly until it becomes an opportunity and then a customer. Prepare your proposals in the system and send them by email, WhatsApp or a direct link, and follow them from the proposals report.
Invoicing and recurring fees
Define your services as service items with prices and no stock, issue your fee invoices and monthly recurring invoices for contracted customers, and follow overdue amounts, statements and aged receivables.
Why WEDATA
A system built
for offices and service firms
Booking and appointments
Organise consultation and visit appointments with the booking and requests add-on.
Human resources
Your staff, their payroll, attendance and leave in the same system, with no separate program.
Attachments
Attach contracts and documents to every proposal, project and invoice from its view window.
Secure sharing
Every transaction has an encrypted link the customer opens without an account, by email or WhatsApp.
Permissions and security
Permissions per employee, a log of every action, and daily backups with 99.9% uptime.
Reports
Aged receivables, project profitability and proposal and order summaries in Excel and PDF.
Integrations
Your orders and invoices
straight into your accounts
Every fee or project invoice posts to the accounts as soon as it is issued and collections are allocated to it, so you know what each customer owes and each project's profit without side spreadsheets.
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Customers and collection
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Projects and profitability
FAQ
Frequently asked questions
about professional services
What offices and service firms ask most before getting started.
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Does it suit a small office with no stock?
Yes. Define your services as service items with no balance, start with quotations, invoices and collection, and add projects and human resources when you need them.
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How do I follow a work order until delivery?
Convert the quotation into an order with an expected delivery date, record the delivery when done, then issue the invoice from the same order and follow its collection.
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Are monthly subscription invoices issued automatically?
Yes. Create a recurring invoice for every contracted customer, monthly, weekly or daily, and it is issued on time and followed up from their statement.
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Can I follow up leads?
Yes. Record your leads and follow them up, convert those who agree into an opportunity, then a proposal, then an order, and follow everything from the leads report.
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Who is WEDATA?
A company based in the United Arab Emirates specialised in software solutions, data integration and analytics, with more than 8 years of experience helping businesses organise their data and make decisions based on it.
Ready to organise your office on WEDATA?
Start your free trial and follow your requests, projects and invoices from one dashboard.