RebotaREBOTA/Works Search tools, standards, templates… Ctrl K Rebota → Start free
Start free — Rebota ERP Rebota business platform →
💼 Services

Engagement tracking, support tickets and billing for professional services

Tasks, contracts, an AMC/support ticketing desk, client billing and invoicing — all connected to one ledger.

Industry Optimized

What makes Professional / IT Services hard to run on spreadsheets

Engagement status lives in inboxes

Without a shared task/project view, delivery status is scattered across email threads and individual calendars.

Billing is disconnected from delivery

Invoicing that is not tied to project/task records makes it hard to answer "what have we actually billed for this engagement."

How the workflow runs on Rebota

Steps marked "in development" are on the roadmap, not live yet — shown for transparency, not as a current capability.
Lead / Opportunity
CRM pipeline
Live today
→
Project / Engagement Setup
Client, scope, dates
Live today
→
Task Assignment
Tracking across the team
Live today
→
Contracts
SOW / service agreements
Live today
→
Service / Support Desk
AMC and ticket tracking
Live today
→
Client Billing & Invoicing
Ledger-backed
Live today
→
Reports
Delivery visibility
Live today

Module matrix

Business requirementRebota capabilityRelevanceStatus
CRM / Sales Pipeline CRM & Sales Pipeline, with follow-up activities (due/overdue tracking) Medium Available
Engagement Tracking Projects, Tasks High Available
Contracts / SOWs Contracts High Available
Support / AMC Desk Service / Support Desk (ticketing, customer + technician tracking) High Available
Billing Client Billing, Invoicing High Available

Calculators, guides & comparisons for this industry

Real, published Rebota Intelligence Center content — industry-specific tools first, cross-industry tools (GST, cash flow, equipment) after.

Related industries

Does it fit a company your size?

Rebota is used across a wide revenue range, and the honest answer differs by band. This is what it replaces outright, what it replaces with gaps you should plan around, and where you would be better served elsewhere today.

Annual turnoverVerdictWhat that means in practice
₹1 lakh – ₹1 crore Replaces with gaps Projects, invoicing and books all work. Billable time does not have a module yet, so time capture stays in a spreadsheet.
₹1 – 10 crore Replaces with gaps Usable as your system of record for projects, clients, procurement and accounts — but if you bill by the hour, the hours are entered somewhere else and brought in.
₹10 – 100 crore Not yet Not today. At this size a services business runs on timesheets, resource utilisation and forecast staffing, and none of those three are built.
₹100 crore and above Not yet Not a fit. Professional services automation is its own product category and Rebota does not compete in it yet.

Statutory and compliance coverage

What is built and enforced in the product today, by jurisdiction. Anything not listed here is not claimed.

India — built and enforced

  • GST on services with e-invoicing through the IRP and IRN capture
  • TDS under section 194J and 194C on professional and contractor payments
  • PF, ESI and professional tax through HR & Payroll
  • Rule 3(1) audit trail — non-disableable, append-only, hash-chained
  • Ind AS 115 revenue recognition on long-running engagements

Other markets — currency and calendar only

  • Multi-currency client invoicing with per-document exchange rates
  • Any financial year

For an exporting services firm this is often enough — you invoice overseas clients in their currency and file in India. Filing outside India is not built.

Rebota versus what you are probably using

AlternativeStay with it whenMove to Rebota when
Zoho Books You bill by the hour and need timesheets today — Zoho has them and Rebota does not. Your work is project-shaped with procurement and subcontractors, not just invoices with a project field.
Tally Books are the whole requirement. You cannot tell which engagement made money after costs.
Excel and WhatsApp A handful of clients and one person tracking them. Two people need the same project status at the same time.

What Rebota does not do for Professional / IT Services yet

If one of these is core to how you run, Rebota is the wrong choice today and we would rather you knew now than in month three.

Not builtWho actually needs it
Timesheets and billable time captureAny firm that bills by the hour or day. This is listed as coming and is not live — if it is how you invoice, Rebota is not ready for you.
Resource utilisation and staffing forecastsConsultancies and agencies managing bench time against a pipeline.
Customer portalsFirms whose clients expect to log in for status and documents.

Free tools for Professional / IT Services

No sign-up, no email. These run entirely in your browser.

Frequently Asked Questions

Does Rebota include a support ticketing desk for AMC clients?▾
Yes — the Service / Support Desk module tracks tickets against the CRM customer master, with technician assignment and parts consumption tied to inventory where used.
Save & Access Anywhere
Save your favorite tools & resources
Smart Search (Ctrl+K)
Find what you need in seconds
Community Support
Ask questions & get real answers
Regularly Updated
New tools, templates & guides added
See Rebota configured for Professional / IT ServicesFree 15-day trial, no credit card required.
Start Free Trial