Customers, appointments, service invoices, and balances
A clean operating flow for businesses that sell services more than stock.
A service-business package connecting customers, appointments, staff, service catalog, professional invoices, payments, due balances, expenses, reports, and optional parts inventory.
Service billing
Customers and appointments
Staff and operations
Solutions
Opero Services
Customers, appointments, service invoices, and balances
Is this the right fit?
A service-business package connecting customers, appointments, staff, service catalog, professional invoices, payments, due balances, expenses, reports, and optional parts inventory.
What changes in daily work?
Connect customers, appointments, staff, service items, and invoices without forcing a heavy retail workflow.
Track partial payments, due balances, customer history, and professional invoices.
Review expenses, service revenue, staff, customer, and accounting reports.
Enable stock, products, purchasing, and suppliers for businesses that use or sell parts.
Practical capabilities without a wall of modules.
Service catalog, POS-style billing, professional invoices, partial payments, and due balances.
Customer profiles, appointment scheduling, notes, history, and staff assignment.
Staff management, service assignment, settings, and reports.
Add products, inventory, suppliers, and purchasing when the business sells or consumes parts.
Expenses, revenue, customer balances, sales, ledger, journals, vouchers, and accounting options.
Workflow
From first action to report.
- 01Create service catalog, staff, customers, and optional parts
- 02Schedule or receive the service request
- 03Create invoice and collect full or partial payment
- 04Review balances, expenses, and performance
Deployment
Clear operating choices.
- Local or online for a small service team
- LAN for reception and workshop devices
- Branch or hybrid deployment when needed
Where manual work breaks
The daily problems this system is designed to address.
Start with the operational friction, then define the screens and workflow required to remove it.
Current problem
Leads are forgotten
System focusService billing
Current problem
Estimates are not followed up
System focusCustomers and appointments
Current problem
Tasks are not assigned clearly
System focusStaff and operations
Current problem
Invoices are delayed
System focusOptional products and parts
Built around the work your team does every day.
The solution connects the main records, actions, users, and reports required for the workflow.
Customer pipeline
Move each enquiry toward real work.
Keep leads, customers, and follow-up actions visible to the team.
- Leads and customers
- Follow-up history
- Shared team view
Jobs and tasks
Connect estimates to delivery.
Organise estimates, jobs, invoices, tasks, and ownership in one operating flow.
- Estimates and jobs
- Tasks and ownership
- Invoices and status
Management view
See the work that needs attention.
Use dashboards and reports to review the pipeline, active jobs, and follow-up.
- Operational dashboard
- Pipeline reports
- Follow-up visibility
Solution structure
Build around the workflow that matters first.
The recommended scope is confirmed after reviewing the current process and required users.
Define the right scope01Module
02Module
03Module
04Module
05Module
Before you book the demo.
Do I need to enable inventory?
No. The service package can remain service-focused. Inventory can be enabled when the business sells or consumes parts.
Next step
Book a Opero Services demo
See how Opero Services fits your operation.
Share the current workflow, users, branches, and the work you want to organise. Opentiq will define the relevant product or project path.
