A priced service catalog
Services are set up and priced the way products are, so quoting and invoicing draws from a real catalog instead of a number someone remembers or re-types.
Service business ERP
ERP for service businesses: a service catalog, real invoices, and reports that show which service actually makes money.
Farexa treats a service the same way it treats a product - priced, sold, and reported on - so a consultancy, agency, or trade business gets invoices, follow-ups, and expense tracking against real customer records instead of a chat thread and a spreadsheet.
Updated
Why service businesses need a real catalog, not a memory
A service business's operational problem is usually invisible until someone tries to answer a simple question: which client, or which service, is actually profitable? When the invoice sits in one tool, the expenses in another, and the follow-up in someone's memory, that question doesn't have a real answer - just an estimate.
Farexa lists a service the same way it lists a product: priced, catalogued, ready to quote and invoice from. Inquiries captured for that service become CRM records with a status and an owner, so a follow-up is a task the team can see, not a promise made in a chat thread that gets buried.
Because the invoice and the job's expenses both post against the same customer record, profitability isn't a spreadsheet exercise at quarter end - it's a report that already has the data it needs, because the data was never split across five different places to begin with.
What you get
Invoices and expenses on one customer record
Invoices raised for a job and expenses incurred delivering it both post against the same customer, so profitability per client - or per service - is a report, not a guess.
Inquiries and follow-ups that don't rely on memory
Inquiries land in CRM as records with a status and an owner, so a follow-up is a task someone can see, not a promise made in a chat thread.
How service operations run
Set up the service catalog and customer records
List services with their own pricing, and give staff the role-based access that matches what they actually handle.
Quote, invoice, and post expenses per job
Raise an invoice from the service catalog, and post job-related expenses against the same customer record the invoice sits on.
Read profitability and activity by report
Reports connect sales, expenses, and customer activity, so which service or which client is actually profitable is something you can read, not estimate.
Who this is for
Teams coordinating work outside any shared system
A service catalog and customer records replace the chat thread and spreadsheet with something the whole team can see.
Businesses with inconsistent invoicing and follow-up
Invoices draw from the same priced catalog every time, and CRM keeps follow-ups as visible tasks, not memory.
Owners who can't see which service is profitable
Invoices and expenses sitting on the same customer record turn "which service makes money" into a report instead of a guess.
Works with
- CRMInquiries, follow-ups, and customer history sit on one record a service business builds up over every job.
- ExpensesJob-related expenses post against the same customer the invoice sits on, so cost and revenue are read together.
- AnalyticsReports connect sales, expenses, and customer activity by service line, across branches if you run more than one.
Similar industries
- Real EstateManage property leads, viewings, agents, appointments, documents, follow-ups, branch teams, and sales reporting.
- Property ManagementManage properties, tenants, maintenance tickets, documents, invoices, appointments, and owner reports.
- ManufacturingCoordinate materials, procurement, inventory, production costs, suppliers, warehouses, and management reporting.
- HospitalityManage bookings, services, payments, customers, housekeeping requests, staff, and management reports.
- EducationManage inquiries, admissions, payments, staff, schedules, communication, documents, and reporting.
- Professional ServicesManage leads, appointments, projects, documents, invoices, client follow-ups, and reporting.
Common questions
Can I price and sell services, not just physical products?
Yes. Services are set up and priced the same way products are, so quoting and invoicing draw from a real catalog rather than a figure typed in from memory each time.
Do invoices and expenses connect to the same customer?
Yes. An invoice raised for a job and the expenses incurred delivering it both post against the same customer record, so profitability per client or per service is something you can read in a report.
How do inquiries turn into follow-ups?
An inquiry becomes a CRM record with a status and an owner, so a follow-up is a visible task rather than something that depends on someone remembering a conversation.
Is this suited to agencies, consultancies, or trade services specifically?
The service-catalog and CRM structure is generic enough to fit any business that sells time or expertise rather than stock - the specific service list is yours to define.
See your services priced and invoiced.
Book a walkthrough with your real service list, and follow one job from inquiry to invoice to expense.