ERP for IT services: recurring revenue deserves recurring visibility
IT service companies sell an unusual mix: recurring support contracts, one-off projects, and licenses resold with thin margins. Each revenue type behaves differently — and a generic spreadsheet flattens them into numbers nobody trusts.
ERP Mobi keeps the mix legible: a pipeline for new contracts and projects, a catalog for your standard offerings, and receivables that distinguish this month's recurring base from one-time project billings.
Where IT shops lose track
Frequent patterns in MSPs, dev shops and IT consultancies:
- Support contracts renewing (or silently lapsing) without an owner
- Project milestones delivered but not billed
- Proposals with inconsistent day rates across salespeople
- No single view of recurring versus one-off revenue
How ERP Mobi fits an IT services company
Standardize offerings — support tiers, day rates, project packages — in the service catalog so proposals stop varying by author. Track contracts as recurring receivables and projects as milestone billings. The pipeline shows renewals and new business in one board, with activities ensuring the renewal conversation happens before the contract lapses.
Frequently asked questions
Can I separate recurring contracts from project revenue?
Yes — categories on receivables let you read recurring base and one-off billings separately.
Does it integrate with my ticketing system?
ERP Mobi manages the commercial and financial side; your ticketing/RMM stack continues handling service delivery.
Is there an API or AI assistance?
ERP Mobi includes an AI assistant that creates records and answers questions about your data in plain language.