Service businesses
Bill every hour your team works.
Projects, timesheets, invoices, tickets and payroll in one system, so hours turn into invoices.
- Unlimited users
- Pay only for the modules you use
- Core ready in 1–2 weeks
- Customised to your requirements
In short
For a service business, MyRecords tracks projects and tasks, records time with a timer or a weekly timesheet, and turns billable hours into invoices (GST invoices with SAC codes in India). Support tickets carry SLA timers and a customer portal, and CRM holds leads and deals. In India, the TDS your clients deduct is matched against 26AS and AIS. Projects show cost and margin as the work runs, not after it ends.
Before and after
What gets easier.
The same jobs, done once, on one set of books.
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Today: Hours get logged at month-end from memory, and half of them never reach an invoice.
With MyRecords: Staff log time with a timer on the task. Managers invoice the selected timesheets, one draft invoice per customer.
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Today: A fixed-price project’s loss shows up only after it is over.
With MyRecords: Each project shows a risk score, cost at completion and margin at completion while the work is still running, and the home ranks projects at risk.
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Today: Client complaints sit in someone's inbox and nobody owns them.
With MyRecords: Every request becomes a ticket with an owner and an SLA timer. Clients see their tickets in a portal.
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Today: Clients deduct TDS, and nobody can tell whose deduction reached 26AS.
With MyRecords: Import your 26AS text or AIS file; MyRecords matches it against TDS receivable, client by client.
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Today: Retainer invoices go out late every month.
With MyRecords: Recurring invoices raise themselves on the date you set, with the right SAC code and tax.
6 steps
A day with MyRecords.
One record moves through every step, so nobody types it twice. Read the steps, or watch the same work run on sample data.
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Win the work
Leads become deals and move across a pipeline board in CRM, with notes, tasks and calls on one timeline.
CRM -
Plan the project
Break the project into tasks on a board, a list or a timeline. Each person's "My day" shows what is overdue and due today.
Projects and timesheets -
Log the hours
Start the timer on a task and stop it when done, or fill in the week in My week; the time lands on a timesheet. The Team tab shows hours per person, billable and not submitted.
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Invoice from time
Select the billable timesheets and raise one draft invoice per customer, with SAC codes and CGST + SGST or IGST by place of supply.
Accounting -
Answer the client
Support tickets carry SLA timers, rich replies and a customer portal with a help centre. E-mail tickets arrive once you connect your mailbox.
Support -
Pay the team
The pay run works out PF, ESI, PT and TDS. Payslips reach staff on their phones through self-service.
Payroll
- First response
- Met · 18 min
- Resolution
- Met · 2 h 40 min
- SLA
- Standard
- Assigned to
- Divya Nair
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Ramesh Kulkarni by e-mail · 10:02
Order SO-0412 came today, but 2 cartons of 4″ steel hinges are short. Please check.
- Ticket created from e-mail · SLA Standard applied
- Assigned to Divya Nair · Orders team, round robin
- Divya shared the ticket to #godown in Chat
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Divya Nair reply · 10:20
Sorry, Ramesh. The 2 cartons left our Peenya godown today on DN-0233.
- Divya set status to Resolved · 12:42
# godownthread
Divya Nair 10:06
@Suresh was SO-0412 sent in full?
Suresh Patil 10:14
2 cartons missed the van. Sending today on DN-0233.
E-mail tickets work once your support mailbox is connected; agents can also raise tickets for callers, and customers through the portal. Fictional customer and team.
10 modules
The modules to switch on.
Most businesses like this start here. Every module shares one set of books, one login and one list of customers and items.
- Projects and timesheets Tasks and timesheets, with billing straight from time.
- CRM Leads, deals and a pipeline board, with today’s follow-ups first.
- Support Tickets with SLA timers, a customer portal and a help centre.
- Accounting Ledgers, bank reconciliation and financial statements, in your currency.
- India compliance India’s GST, TDS and e-invoice files from your own books.
- HR Attendance, leave, expenses, hiring and appraisals.
- Payroll A nine-step pay run; India’s PF, ESI, PT and TDS built in.
- Maintenance visits and warranty Maintenance visits, warranty claims and customer issues.
- Chat Channels, threads and record cards for your whole team.
- Analytics Dashboards and a no-code query builder over your records.
Add any time, on the same books
Honest fit
When it is not the right fit.
We would rather say so now than after you have paid.
Compare the options fairly- If you only send a handful of invoices a month and track no hours, an accounting package alone will cost you less.
- If you bill in several foreign currencies with complex revenue recognition, check your case in the demo first.
- If your staff need Form 16 generated from payroll, that is not built yet; the due date shows on the calendar. See the roadmap.
Questions
Questions people ask
Something else on your mind?
Ask us anything about modules, a quote or moving across. A person from our team replies.
Ask a question01Can I bill clients from timesheets?
Yes. Select the billable timesheets and use Invoice per customer for one draft invoice each, or use Get items from on a draft invoice to pull in a customer's unbilled time. You check the draft before it goes out.
02Does the invoice carry SAC codes?
Yes. Service items carry their SAC code, and the GST tax invoice prints it with the customer's GSTIN. Find a code with the HSN/SAC finder.
03Can clients raise tickets themselves?
Yes. Clients log in to a customer portal to raise and follow tickets, and read your help centre articles. Tickets by e-mail arrive once you connect your own mailbox.
04How does TDS receivable matching work?
Download your 26AS text or AIS file from the income-tax portal and import it. MyRecords matches each deduction against TDS receivable in your books and lists what is missing.
05Can staff log time on their phones?
Yes. It works in any phone browser and installs to the home screen, with a timer on each task. It needs a connection.
06Do I need Projects and Support both?
No. Switch on only what you use. Projects and timesheets and Support each sit on top of the ERP core, and you pay only for the modules you choose. Get a quote.
07Is there a per-consultant charge?
No. Users are unlimited on every module. You pay for the modules you switch on, never per person.
Last updated
Next step
See it on your own numbers.
A live demo on our sample company, shaped to your kind of work, with your questions answered. Or ask us for a quote first.
Live demo
Book a walk-through
- On our sample company, for your kind of work
- A quote for the modules you need
- Your questions, answered by our team