Service Management built into your commodity trade operation
Schedule and dispatch field work, manage service contracts and SLAs, track cases and warranties, and bill accurately, all connected to the same inventory, contracts and finance data that runs your trade. No bolt-on, no re-keying, one source of truth.
From request to resolution to revenue, in one flow
opsPhlo Service Management gives traders, processors and asset-heavy operators a single place to capture service requests, plan the work, send the right engineer with the right parts, and turn completed jobs into accurate invoices.
Because it sits inside the same opsPhlo platform as your inventory, purchasing and finance, every appointment draws on live stock, every part consumed updates the ledger, and every billable hour flows straight to invoicing. Your service desk and your finance team finally see the same numbers.
Everything your service operation needs
A complete service toolkit that runs on the same data as your trading, inventory and finance modules, so nothing is entered twice and nothing falls between the cracks.
Scheduling & Dispatch
Plan appointments on a visual calendar, match jobs to skills and availability, and dispatch the nearest available engineer.
Service Contracts & SLAs
Set up recurring service agreements, track entitlements and response targets, and renew before contracts lapse.
Case & Ticket Management
Log every request, route it to the right team, track status to resolution and keep a full history per customer and asset.
Warranty Tracking
Hold warranty terms against each item or asset, so cover, claims and chargeable work are decided automatically, not guessed.
Parts & Inventory Link
Reserve and consume parts straight from live inventory, with stock levels and replenishment kept accurate in real time.
Accurate Billing
Capture labour, parts and expenses on the job and turn them into invoices that reconcile cleanly with your finance ledger.
The service lifecycle, end to end
Capture the request
A call, email or portal form becomes a case, linked to the customer, the asset and any active service contract, with the full history one click away.
Plan and dispatch
Assign the job to the right engineer by skill, location and availability, reserve the parts needed and confirm against the SLA clock.
Complete on site
Record time, parts and notes as the work is done. Stock is decremented from live inventory and the finance impact is captured as it happens.
Bill and report
Convert the completed job into an accurate invoice, apply warranty and contract terms automatically, and feed margin into your dashboards.
Service that is connected, not bolted on
Most traders run service on a separate help-desk tool, then spend the month reconciling its numbers against finance. opsPhlo removes that gap. Service Management shares one database with trading, inventory and accounting, so the work your engineers do is reflected instantly in stock and in the ledger.
- One source of truth across service, inventory and finance, no re-keying.
- Built on Acumatica, with a Total Cost of Operation less than one-fifth of traditional systems like SAP.
- Start with a quick go-live and add modules as your service business grows.
- Real-time visibility of SLA performance, technician utilisation and service margin.
A modern way to run service
Having service, stock and accounts in one place changed how we run the field team. We dispatch faster, we never bill for parts we did not use, and month-end reconciliation simply disappeared.
Stronger together with the rest of opsPhlo
Inventory Management
Reserve and consume service parts from the same live stock that runs your trade, with replenishment kept accurate in real time.
Explore InventoryFinancial Management
Turn completed jobs into accurate invoices and feed labour, parts and expenses straight into your finance ledger.
Explore FinancialsCRM
Keep every service case, contract and interaction against the customer record, so sales and service share the full picture.
Explore CRMQuestions, answered
Can Service Management run on its own, or do we need the whole platform?
You can start with Service Management and add modules over time. It delivers the most value when connected to inventory and finance, because parts, costs and invoices then flow automatically, but opsPhlo is modular by design, so you adopt only what you need.
How does it handle service contracts and SLAs?
You set up recurring service agreements with entitlements and response targets. opsPhlo tracks the SLA clock on every case, applies the right contract terms to billing and flags renewals before agreements lapse.
Does it keep stock and finance in sync when parts are used?
Yes. Parts consumed on a job are drawn from live inventory and the cost is captured in the ledger as it happens, so stock levels and service margin stay accurate without manual adjustments.
How quickly can we go live?
opsPhlo is built for rapid, modular deployment. Most clients start with a quick go-live (MVP) covering their core service flow, then add capability in line with business priorities.
Run service like part of your business, not beside it
See how opsPhlo Service Management connects scheduling, parts, contracts and billing to the rest of your commodity trade operation, in low-cost, easy-to-implement steps.