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SAP Business One for Service Providers

Take control of your service operations, scheduling, and projects with the Web Client, Service Module, and Service App.

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The ERP system for the small company

    The ERP for the SMEs

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    Your Path to Service and Project Excellence

    Every service company faces the same daily hurdles — managing customers, coordinating teams, scheduling appointments, tracking costs, and handling billing. Everything needs to run smoothly and stay connected.

    That’s where SAP Business One comes in. It gives you a complete, ready-to-use solution that covers it all — no expensive custom development required.

    With its classic interface, modern Web Client, and easy-to-use mobile Service App, everyone in your business — from field technicians to management — works together on one powerful platform.

    Ingold Solutions GmbH, a certified SAP Partner, helps you implement and support a solution tailored perfectly to your service business, no matter the size.

    Request your free, no-obligation demo today

    The Foundation: SAP Business One at a Glance

    More than 80,000 companies around the world rely on SAP Business One — from small local trades to large international service providers.

    Core Areas

    • Administration, Finance, and Controlling
    • Sales and Customer Management
    • Purchasing and Supplier Coordination
    • Inventory and Item Management
    • Service and Project Management

    Extensions

    • Web Client (Fiori design, mobile-friendly)
    • Service App (for iOS & Android)
    • SAP Build Process Automation & Analytics
    • SAP HANA or Microsoft SQL

    This creates a seamless flow of information that connects administration, technology and customer service.

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    Our Happy Customers

    We enable numerous clients in 15+ industry segments to run and manage their operations efficiently, successfully, and profitably. Our clientele ranges from SMEs to private enterprises, and from emerging startups to large industrial groups.

    The Web Client –
    Work Smarter in Your Browser

    The SAP Business One Web Client offers a modern, Fiori-style interface for service, sales, and back-office teams.
    It’s not a “light version,” but a full-featured companion to the classic desktop client — giving you access to the same real-time data.

    Key Features at a Glance

    Create and edit service calls, customers, and documents

    Real-time dashboard analytics

    Role- and filter-based views by service type, region, or technician

    Microsoft 365 integration (Email, Calendar, Teams)

    Web-based quote and order processing

    Visual KPIs for response times, customer satisfaction, and revenue

    Example in Action:

    Your service coordinators can plan appointments directly in the browser, check team availability, and track open tickets in real time.
    Meanwhile, the accounting team manages billing in the classic SAP interface — with seamless data synchronization across both systems.

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    Service Module – The Standard for Professional Customer Support

    The Service Module in SAP Business One covers the entire customer service process from request to resolution.

    Core Functions

    Service Calls

    Record and manage customer requests and issues with status and priority tracking

    Service Contracts

    Automatic SLA calculation for response and resolution times

    Equipment Master Data

    Full history of devices, serial numbers, and maintenance cycles

    Service Queues

    Assign tickets by employee, team, or area of expertise

    Solution Database

    Knowledge management for recurring issues

    Service Reports & Billing

    Automated invoicing directly from the service call

    Benefits for Service Companies

    • Complete documentation of every service job
    • Transparent cost tracking for materials, time, and travel
    • Automatic linking with customer data and contracts
    • Historical analysis for maintenance and quality control
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    Mobile Service App – Your Digital Partner in the Field

    With the SAP Business One Service App, your technicians and field staff can work anytime, anywhere — fully connected and in real time.

    All details — from ticket numbers to customer signatures — sync directly back into SAP Business One.

    App Features

    View and filter service tickets on the go

    QR / barcode scanning for quick item identification

    Add photos and attachments directly on-site

    Capture digital customer signatures on the device

    Generate PDF reports and print via Bluetooth

    Offline mode for cross-regional operations

    KPI dashboard analyzing top customers and most frequent support issues

    The Result:

    Faster service delivery, paperless workflows, and complete documentation — right at your customer’s location.

    Project Management – Stay in Control of Time, Budget, and Performance

    The integrated Project Management module in SAP Business One helps service companies plan, track, and manage projects efficiently.

    Key Capabilities

    Organize projects into phases, tasks,
    and budget items

    Integrate seamlessly with sales, purchasing,
    and service calls

    Log time per employee
    or service activity

    Automatic cost allocation
    and budget monitoring

    Forecasting
    and post-project analysis

    Clear visibility into project profitability
    and margins

    Perfect for:
    IT service providers, engineering firms, consultancies, facility management, and technical service companies.

    How Your Team Benefits

    Service Technicians / Field Engineers

    • Access all service tickets and contracts anytime — even offline
    • View customer details, equipment info, and complete service history
    • Add photos and reports directly to the ticket — no extra paperwork
    • Automatic documentation with digital signatures
    • Less paper, more transparency, and faster invoicing

    Service Coordination / Dispatch

    • Real-time overview of open and assigned tickets
    • SLA tracking and appointment scheduling in one dashboard
    • Automatic task assignment by skill or region
    • KPI dashboards to measure performance and technician capacity

    Project Managers / Consultants

    • Live tracking of project progress, resources, and costs
    • Plan deliverables and time budgets by project phase
    • Seamless integration with billing and accounting

    Management / Controlling

    • Full visibility into service quality and profitability
    • Interactive dashboards for revenue, costs, service rates, and customer satisfaction
    • Automated reports and forecasts via Web Client or Mobile App

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    Analytics and Automation

    With SAP Build Process Automation, you can reduce manual effort and streamline your workflows:

    Automatic recognition of incoming invoices

    Return requests and service notifications

    Automated data processing throughout the service cycle

    Real-Time KPIs and Dashboards:

    Response times per technician

    Average resolution duration

    Open vs. completed service tickets

    Monthly service rate and customer SLA performance

    Flexible Deployment & Security

    Available in Cloud or On-Premise setup

    Powered by SAP HANA® or Microsoft SQL

    Supports 28 languages and 50 localizations

    SSL encryption, role-based access, and Face/Touch ID login

    GDPR-compliant customer data management

    Real-World Results from Service Companies

    Metric

    Before SAP B1

    With SAP B1

    (Service & Project)
    Ticket Processing
    		 45 minutes 15 minutes
    SLA Violations
    		 20 % < 5 %
    Invoicing After Service
    		 3 days 4 hours
    Project Cost Analysis
    		 Manual Automated with live data
    Customer Satisfaction
    		 78 % 95 %
    See implementation costs

    Integration with Pleo – Automated Expense and Spend Management

    Integrating Pleo with SAP Business One adds a fully digital layer for managing business expenses and reimbursements.

    All company spending — from fuel receipts and hotel bills to equipment purchases — is automatically synchronized, categorized, and posted in your accounting system.

    How It Works

    Pleo cards (virtual or physical) are assigned to employees.

    Each transaction is captured in real time and documented with receipts via smartphone.

    Data flows directly into SAP Business One, where it’s linked to projects, service orders, or cost centers.

    Thanks to the direct interface, all expenses are instantly available for accounting and management.

    Benefits for Your Business

    No more manual expense reports

    Automated receipt capture and verification

    Full transparency across budgets, cost centers, and projects

    Faster reimbursements and simpler month-end closing

    Reduced errors and fewer manual corrections

    Benefits for Field Employees (Pleo & SAP Service App)

    Field and service staff benefit twice:

    With the Service App and Pleo integration, they can handle their daily tasks entirely on the go — from managing service tickets to submitting expenses.

    For Technicians & Field Engineers

    • Capture receipts instantly after purchase using a smartphone
    • No more paper slips or manual forms
    • Expenses automatically linked to service orders or projects
    • Digital expense and travel cost management in real time
    • Clear visibility into personal limits and approved payments

    For Dispatchers & Team Leaders

    • Real-time overview of expenses per job or customer
    • Early detection of budget overruns
    • Automatic synchronization with service and project modules

    For the Accounting Team

    • Complete transparency of all employee-related costs
    • Automatic data transfer into SAP Business One
    • Faster month-end closing and more accurate cost reports

    This integration connects service, finance, and employee convenience — a key advantage for modern service-driven businesses.

    DATEV Integration – Payroll, Salaries & LODAS

    SAP Business One offers a certified interface to DATEV Payroll and DATEV LODAS, fully automating the entire payroll and salary accounting process.

    How It Works

    • Employee and payroll master data are exported directly from SAP Business One.
    • The export follows the standardized DATEV format and is automatically checked for consistency.
    • After processing in DATEV, the accounting entries are imported back into SAP Business One.

    Key Benefits

    • No duplicate data entry
    • Secure, legally compliant data transfer
    • Centralized management of HR and payroll data
    • Supports gross pay, social security, and wage types
    • Ideal for tax advisors, HR departments, and payroll service providers

    Added Value for HR & Controlling

    • Link service times, project hours, and payroll costs
    • Direct integration of travel expenses (via Pleo) into payroll processing
    • Unified reporting for HR, payroll, and project costs

    Voices from the Field

    “Thanks to SAP Business One, we’ve completely digitalized our service scheduling. Our technicians can view their assignments on the go, and I can track ticket completion in real time.”

    — Service Coordination, Technical Service Provider, Berlin

    “Before, we managed everything in Excel — now all our contracts and tickets are connected in SAP Business One. Transparency has improved by 100%.”

    — Management, IT Service Provider, Hamburg

    Your Next Step

    See SAP Business One in action.

    We’ll show you live how service, project, and sales management work together in one unified system — no add-ons, no detours.

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    Technical Overview (Attachment for Landing Page or Brochure)

    Component

    Description

    Platform
    SAP Business One Service Module
    		 Manage service calls, contracts, and equipment data Desktop & Web Client
    SAP Business One Web Client
    		 Browser-based interface for service, sales, and analytics Browser, Fiori-style design
    SAP Business One Service App
    		 Mobile application for technicians and field staff iOS & Android
    Project Management Module
    		 Plan and control projects, budgets, costs, and time tracking Desktop Client
    SAP Build Process Automation
    		 Automate routine processes (e.g. invoices, returns) Cloud / BTP
    SAP Analytics Cloud (optional)
    		 Advanced dashboards and forecasting capabilities Web / Cloud

    Frequently Asked Questions

    What is SAP Business One for Service Companies?

    SAP Business One for service providers is an integrated ERP solution designed specifically for businesses that manage projects and services. It brings together service operations, project management, finance, and customer relationship management into one central system — ideal for IT service providers, engineering firms, consultancies, and technical service companies.

    The solution enables full digitalization of all business processes — from scheduling and dispatching to invoicing and post-calculation. Companies benefit from greater transparency, shorter processing times, and higher customer satisfaction through real-time data and automated workflows.

    SAP Business One includes several modules:

    • Service Module for customer support, tickets, and maintenance contracts
    • Project Management Module for tracking time and budgets
    • Web Client for browser-based work
    • Mobile Service App for field operations
    • Process Automation and Analytics with SAP Build

    The Service Module covers the entire customer service cycle — from logging a service call to invoicing. It includes SLA tracking, equipment histories, service reports, and automated billing, ensuring every service interaction is fully documented and transparent.

    With the SAP Business One Service App, technicians can manage tickets on the go, capture photos and signatures, scan QR codes, and create PDF reports. The app also works offline and syncs automatically with the central system — ideal for field service teams.

    The integrated Project Management Module allows you to plan and control projects by phases, tasks, and budgets. It supports time tracking, cost allocation, forecasting, and project review — helping managers maintain control over timelines, costs, and profit margins.

    SAP Business One connects seamlessly with Pleo for expense management and DATEV for payroll processing. These integrations automate expense tracking, travel cost management, and salary processing — fully digital and compliant with legal standards.

    • Technicians: work paper-free, mobile, and efficiently
    • Dispatchers: manage schedules and SLAs in real time
    • Project Managers: gain full transparency over time and budgets
    • Management: access dashboards for costs, margins, and customer satisfaction — all in one platform

    Yes. SAP Business One can be deployed either in the cloud or on-premise, powered by SAP HANA® or Microsoft SQL. It’s GDPR-compliant, multilingual, and provides top-level data security through SSL encryption and role-based access controls.

    Ingold Solutions GmbH is a certified SAP Partner specializing in SAP Business One for service organizations. The company provides implementation, hosting, and ongoing support — delivering tailored solutions, training, and transparent pricing at the best nationwide rates.