IT & service firms
ERP for IT and service firms, from ticket to maintenance contract
For IT providers, system integrators and service firms. Tickets, projects, hours and recurring invoices run in one system and every hour lands on the right invoice.
Where IT and service firms leave money on the table
Support in the inbox
Requests come by email and nobody knows who answers.
Missing hours
Support and project time are logged late or not at all.
Subscriptions billed by hand
Maintenance contracts and subscriptions are billed by hand every month.
Contracts without signature
The contract went out but never came back signed.
How service runs in relyd
Support, projects and billing in one system.
Support with tickets and help center
Mail to support becomes tickets with category and priority. The AI Steward answers standard questions from the help center and drafts a reply for everything else, which the team checks.
- Tickets from the support inbox
- Answers from the help center
- Resolution deadline per ticket
Projects and hours
Projects have tasks, owners and budget. Time is logged per task, and the AI Steward follows up on missing daily closures.
- Projects with budget versus actuals
- Time tracking per task
- Reminder on missing time
Contracts and recurring invoices
Contracts go out for digital signature. Recurring invoices for maintenance and subscriptions are checked before every run.
- Digital signature of contracts
- Recurring invoices
- A check before every run
What the AI Steward takes over
Every workflow starts manually or with your approval and only runs on its own once it has proven itself. Every step is logged.
Ticket routing
Sorts new tickets without a category: category, priority and department from your own lists, then your assignment rules.
Answer standard questions
Answers new tickets when a help-center article clearly covers the question, and names the article.
Missed resolution deadline
Summarises tickets past their resolution deadline as a note for a quick take-over and reminds the assignee.
Daily closure missing
From 5 pm, reminds people with planned work who have not closed their day, with a draft note.
Contract not signed
Reminds customers of contracts sent 7 days ago and not signed, or the owner when a call fits better.
Check recurring invoice
Checks lines, amounts and the customer before a recurring billing runs.
Modules for IT and service firms
Frequently asked questions
- Can customers open tickets themselves?
- Yes. With their own login customers see their tickets, quotes and invoices and can open new tickets.
- Is existing data taken over?
- Yes. Customers, items and open invoices from Excel or your current system are part of the setup.
- Where is the data stored?
- The data is stored in European data centres.
Test relyd with your own customers
14 days free, no credit card. In a demo we show relyd on your own process.