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QBM ERP for Service & Field Teams

Control estimates, service requests, customer follow-up, materials, employee time, payroll, invoices, and profitability reporting in QBM.

Buyer problems

Service teams need field work tied to billing and follow-up

Field work becomes expensive when estimates, jobs, materials, employee time, cases, invoices, and reports are handled in disconnected places.

  • Service requests and daily job descriptions are not tied to customer billing.
  • Material use and employee time are hard to connect with job profitability.
  • Customer cases, tasks, and follow-up are tracked outside operational records.
  • Managers cannot see service profitability, payroll effect, and stock impact together.
QBM modules used

Service requests, jobs, materials, CRM, payroll, and reports connected

QBM helps service and field teams connect customer requests with operational execution, finance review, and management reporting.

  • CRM leads, opportunities, cases, tasks, and customer follow-up.
  • Service/RMA, field estimates, daily job descriptions, and material requests.
  • Employee time, payroll, inventory movement, invoice, and receipt workflows.
  • Job profitability, customer balance, activity, and management reports.
QBM case details screen with demo customer service information

Customer proof

In one phrase, if I should describe QBM, I would say it is an accounting solution for non-accountants. I rate QBM 5/5 and highly recommend it to my business circle.
Abdol Gaffar, Partner, AcMilan Sports Equipments L.L.C

Demo focus

Ask Business Aim to show service request intake, case tracking, customer follow-up, material request, employee time, invoice, payment, and profitability reporting.

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Build your field-service demo

Share your service model, users, branches, current software, required modules, and target go-live date.

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