Service jobs & case files
Every case on one board, from intake to delivery
Service jobs & case files in one picture
Follow the data from what you enter to what you get back. Every step below happens inside StartERP, with nothing to retype.
- Client
- Service with its checklist
- Client's papers
Service jobs & case files
- Moves the case on the board
- Sets the due date
- Separates government fees
- Invoice in one click
- Cases by stage
- Disbursements still owed
A busy counter that never loses a case
Start using Service jobs & case files in 3 steps
The same three steps wait for you as a checklist on the module's first screen, and most tick themselves as you do them.
- Step 1
Set up your services
Each with its papers checklist and turnaround.
- Step 2
Open a case
Client, service, Create.
- Step 3
Work the board
Move cases from intake to delivered.
Add it when you sign up, or any time later from Subscription & billing.
What it does for your business
A typing centre, a visa office or a PRO desk opens a case in three clicks: the client, the service, Create. The checklist of papers the service needs appears on its own, the due date comes from the service's turnaround, and the card moves across the board from intake to documents, submitted, in progress, ready and delivered. The invoice is one click, the government fee stays apart as money paid on the client's behalf, and the disbursement register shows what is still owed back.
A board of every open case with late and at-risk cards in colour
A checklist of papers per service, ticked as they arrive or linked to filed documents
One-click VAT invoice of the service fee; the government fee kept outside VAT as a disbursement
A starter catalogue of the country's common services with fees, turnaround and renewals
Inside the module
Real screens from a StartERP demo store. Tap a screen to see it full size.
Step-by-step guides
- Service boardEvery open case of the office on one board, one column per stage: Intake, Documents, Submitted, In progress and Ready. Cards past their due date are red, those due within two days amber. Drag a card to its next stage. Part of the Service jobs & case files add-on.
- Service jobsOne case file per service a client asked for: a visa, an residence permit renewal, an attestation, a typing job. The job carries the client and the persons it is for, the document checklist copied from the service, the stage from intake to delivery, the government fee passed through at cost and your service fee, the time spent, the direct costs and the invoice. Part of the Service jobs & case files add-on.
Frequently asked questions
Is Service jobs & case files included in StartERP?
Service jobs & case files is an add-on module. Add it when you sign up or any time later from Subscription & billing, and pay only for the modules you use.
Can I try Service jobs & case files before I pay?
Yes. Open a demo store for your business type to use it with sample data, or start the 15-day free trial with your own data. No card is needed.
Does Service jobs & case files work in Arabic and on a phone?
Yes. Every StartERP screen works in Arabic and English, on a computer, tablet or phone, and users and devices are unlimited.
Start selling with a ZATCA-ready POS today
Prices on request: pick the modules your business needs and we will email you a quote. Subscribe or buy the licence once. Unlimited users and devices. Every store starts with a 15-day free trial.
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