Spartans Technologies
Services edition

DONUT ERP Services

CRM, projects, service requests, staff deployment, contracts, billing and accounting for businesses that sell time and expertise.

Professional services team collaborating
The problem

When You Sell Time, Untracked Time Is Lost Revenue

Service businesses lose margin in the gaps: work delivered outside the agreed scope, hours never recorded, retainers that quietly overrun, and renewals that slip because nobody owned the date. None of it looks dramatic on any single job — it shows up as a disappointing year.

This edition connects the contract to the work and the work to the invoice. Scope, rates and retainer limits are defined once, deployment is tracked against them, and billing draws on recorded delivery rather than a reconstruction at month-end.

Contracts & Retainers

Scope, rate cards, included hours, renewal dates and overrun visibility.

Projects & Tasks

Phases, milestones, assignments, dependencies and delivery tracking.

Staff Deployment

Who is assigned where, utilisation rates and availability for new work.

Billing

Time, milestone, retainer and fixed-fee billing generated from delivered work.

Modules

What This Edition Manages

Every module writes to the same database, so a change in one department is visible everywhere it matters — instantly.

CRM & Pipeline Contracts & Retainers Rate Cards Project Management Tasks & Milestones Service Requests Staff Deployment Timesheets Utilisation Reports SLA Tracking Invoicing & Billing Recurring Billing Collections Accounting Document Management Approval Centre HR & Payroll Inputs Management Dashboard
Operating flow

How the Work Moves Through the System

01

Win

Opportunity converted to a contract with scope, rates and retainer limits defined.

02

Plan

Project phases, milestones and staff assignments created from the contract.

03

Deliver

Service requests, tasks and timesheets recorded against the contract scope.

04

Bill

Invoices generated from delivered work — time, milestone, retainer or fixed fee.

05

Renew

Renewal alerts, profitability review and scope adjustment before the next term.

Outcomes

What Changes After Go-Live

  • Scope creep visible while it's happening, not at contract renewal
  • Staff utilisation measured, so capacity decisions rest on data
  • Recurring and retainer billing generated automatically each cycle
  • Project profitability calculated per client and per engagement
  • Renewals owned by the system with alerts well before expiry
Schedule a Demo
Service delivery team meeting
Consultant working on client delivery
Other editions

Same Core Platform, Different Industry

See DONUT ERP Services in Action

We'll run the demo using scenarios from your own operation, not a generic sample company.