ERP for services companies

Projects, hours, costs and profitability: when your margin depends on what your team knows, you need an ERP that tracks every hour and every euro charged to each project.
ISO 9001
ISO 14001
ISO 45001
EFQM
PMBOK / PMI
Ley de Garantía de Servicios

About Aritmos in the services sector

Aritmos is a Sage Platinum Partner based in Lleida with more than 40 years of experience implementing ERP in companies whose main asset is their team’s know-how. Sage X3 offers native project management with budgets, phases, milestones, time and expense recording, and profitability analysis by project, customer, department and employee. For services companies that have outgrown Sage 50 or Sage 200 —engineering firms with multiple simultaneous projects, consultancies with distributed teams, industrial maintenance companies with recurring contracts— Sage X3 is the platform that brings projects, finance and operations together.

+40

years working with companies in the region

Sage X3

native project management in the ERP

Profitability

by project, customer and employee

From quotation to invoice, with visibility of every hour

Opportunity and quotation

CRM integrated to manage sales opportunities. Project quotations broken down by phases, milestones, professional profiles, estimated hours and rates per profile. Quotations with multiple versions and comparison. Internal approval of the quotation before it is sent to the customer. Automatic conversion of the approved quotation into an active project in the ERP.

Planning and resource allocation

Project structure in phases, tasks and milestones with start and end dates. Allocation of people to each task: required profile, assigned person, planned hours. View of the team's workload to avoid over-allocation. Planning of purchases and subcontracting linked to the project (materials, travel, external services).

Execution and time recording

Time recording by employee, project, phase and task. Entry from the ERP or from a simplified interface (weekly timesheet). Recording of expenses charged to the project: travel, subsistence, materials, subcontracting. Project progress tracking: hours used vs. planned, budget used vs. approved. Automatic alerts when a project exceeds a consumption threshold (80%, 90%, 100%).

Invoicing and collection

Flexible project invoicing: by actual hours (time & materials), by milestones reached, at a fixed price with partial progress certifications, or recurring invoicing under maintenance contracts. Invoices generated from the hours and expenses charged to the project. Due date and collection control. Management of retentions and guarantees. Integrated general and cost accounting.

Profitability and analysis

Real profitability analysis by project: invoiced revenue vs. costs (hours × employee cost/hour + direct expenses + subcontracting + allocated overheads). Profitability by customer, department, service type and employee. Budget vs. actual comparison. Identification of profitable projects and projects that destroy value. Team utilisation analysis: billable hours vs. total hours.

Connect projects, finance and your team in a single platform

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Integrated CRM

Sales pipeline, opportunities, quotations. Connected to project management and invoicing.
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Timesheets

Simplified time recording by employee, project and task. Weekly or daily. The basis for invoicing and costing.
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Power BI

Profitability by project and customer. Team utilisation. Budget variances. Pipeline and revenue forecast.
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Document management

Proposals, contracts, certifications, deliverables, minutes. All linked to the project.
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Mobility

Mobile access to record hours, log expenses and check project status from the field.
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Recurring invoicing

Maintenance contracts and periodic services with automatic monthly, quarterly or annual invoicing.

Sage X3 Agro: the solution for the agri-food industry

If your company belongs to the agri-food sector, discover Sage X3 Agro, the specialized version of Sage X3 with specific functionalities for the management of crops, livestock, cooperatives, oil mills and wineries.

Success story

Lleida.net

Discover how Lleida.net, a global telecommunications operator, unified its international operations and automated its complex micro-transaction billing by implementing Sage X3, gaining complete control.

What professional services companies ask us

Yes. Sage X3 manages projects with budgets, phases, milestones, resource allocation, time and expense recording, and profitability analysis. All integrated with accounting, invoicing and purchasing. You do not need a separate project management system: the ERP is the single source of truth for the cost and revenue of every project.

Employees record their hours on a weekly or daily timesheet (from the ERP or from a simplified mobile interface). Each hour is assigned to a project, phase and task. The system automatically applies the employee’s cost/hour (based on their profile and actual cost) to calculate the cost charged to the project. Hours are the basis for both customer invoicing and profitability analysis.

Sage X3 supports the three invoicing models common in services companies. Time & materials: invoices actual hours and expenses charged. By milestone: invoices when agreed phases or deliverables are reached. Fixed price: invoices according to partial progress certifications. In addition, for maintenance contracts or recurring services, it generates automatic periodic invoicing.

Sage X3 calculates profitability by matching invoiced revenue against actual costs: team hours (at each employee’s actual cost/hour), direct expenses (travel, materials, subcontracting) and allocated overheads. The result is the project’s real margin. With Power BI, it can be analysed by customer, department, service type and period. Team utilisation is also measured: billable hours vs. total available hours.

Yes. For maintenance companies, Sage X3 combines contract management (with automatic recurring invoicing), intervention management (linked to the customer’s equipment, in the case of capital equipment) and recording of hours and materials. This shows whether each maintenance contract is profitable or losing money.

Aritmos positions Sage X3, with native project management integrated with finance, against solutions that rely on external project tools (Trello, Monday, MS Project) disconnected from invoicing and accounting. For services companies that need to know the real profitability of each project without exporting data to Excel, having projects, hours, expenses, invoices and accounting in the same system is critical. In addition, Aritmos has 40 years of experience with the region’s industrial and services companies.

It depends on the number of users, the complexity of the projects, the invoicing models and integration needs (mobility, CRM, Power BI). Aritmos offers a free preliminary analysis. Get in touch for a demo with data from your type of service.

Engineering firm, consultancy, industrial maintenance or technical services?

Tell us how you currently manage your projects, time recording and invoicing, and we will show you how Sage X3 tracks the real profitability of every contract.