The firm
The company builds web and mobile applications on fixed price, implements ERP systems, and supports clients on annual maintenance contracts, in India and overseas.
What made the work hard
- Milestones were invoiced weeks after acceptance.
- Change requests were built before they were priced.
- AMC renewals were remembered at the last minute.
How they set up MSMEPulse
- Chose IT Services & Software at signup, with templates for software development, mobile apps, ERP implementation, AMC and managed IT services.
- Wrote milestones with clear acceptance steps, and invoiced on acceptance.
- Logged support requests in the support desk against each AMC client.
The templates for IT Services & Software in MSMEPulse: Website design and build, Software development (fixed price), Annual maintenance (AMC), Mobile app development, ERP implementation, Managed IT services (monthly), Security assessment (VAPT).
A typical month
Projects move through requirements sign-off, build, UAT and go-live, with the sign-off documents on the client checklist. Each accepted milestone becomes an invoice the same day; overseas clients are invoiced as exports under the company's LUT. Support tickets are logged against AMC clients, and renewal tasks appear ahead of each contract's expiry.
What changes
- Milestones are billed on acceptance.
- Changes are priced before they're built.
- AMC renewals are raised in good time.
See it with your own industry
Sign up, choose your industry, and install sample data from Settings. You'll get a realistic business like this one, with projects from your industry's templates, clients, timesheets and invoices, to explore before adding your own records.
