Service-Based Businesses

Technology that lets you focus on delivering, not managing

Service firms run on utilization. We build the systems behind it: CRM, PSA, scheduling, billing, and client portals, so teams bill more hours and chase fewer spreadsheets.

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Client management
Billing automation
Industry engagement
CRM

Client management

CRM and portals that strengthen every client relationship

Discovery working session
Billable

Resource optimization

Scheduling and planning that maximizes billable utilization

Architecture planning session
End-to-end

Billing automation

From time capture to invoice to payment, fully automated

Outcomes review
25+

Years of expertise

Enterprise software for service organizations

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What we build

From pipeline to paid invoice

CRM and client management icon
CRM and client management

Pipelines, relationships, communication history, and account health in a CRM built for service-based selling.

Project management and PSA icon
Project management and PSA

Projects, milestones, budgets, and workloads in a PSA that connects delivery to financials.

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Resource planning and scheduling

Match people to projects by skills and availability while keeping billable utilization high.

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Billing and revenue management

Automated time capture, invoicing, and payments for hourly, fixed-fee, retainer, and milestone billing.

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Client portals and collaboration

Self-service access to project status, deliverables, invoices, and scheduling through secure branded portals.

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Field service management

Scheduling, dispatch, mobile work orders, and GPS tracking for teams at customer locations.

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Proposal and contract management

Proposal creation, approvals, e-signatures, and contract tracking with templates and automated follow-ups.

Service business ERP icon
Service business ERP

Dynamics 365 with project accounting, service management, and reporting built for service revenue.

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Knowledge management

Knowledge bases, documentation, and onboarding platforms that capture what your team knows.

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Service analytics and BI

Dashboards for utilization, project profitability, pipeline forecasting, and client satisfaction.

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Help desk and support systems

Ticketing, SLA management, and self-service support for ongoing client commitments.

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AI-powered service operations

AI for intelligent scheduling, demand forecasting, automated client communication, and pricing.

Who we work with

Types of service businesses we serve

Different service models have different technology needs, from utilization-driven consulting to SLA-driven managed services.

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Professional Services Firms

Consulting, accounting, and engineering with project-based billing

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IT Services and MSPs

SLA-driven operations and recurring revenue

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Healthcare Services

Scheduling, compliance, and patient management

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Staffing and Recruitment

Candidate tracking, placement, and timesheet processing

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Facility and Property Management

Route-based scheduling and work order management

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Marketing and Creative Agencies

Project budgets, creative workflows, and retainer billing

Schedule a consultation

Ready to bill more of what you do?

Tell us where the hours leak.

Start a project
Start a project

Common questions about service business technology

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What technology solutions does Aedista build for service-based businesses?
We build CRM and client management, project management and PSA, resource planning and scheduling, time tracking and billing automation, client portals, field service management, service business ERP, proposal and contract management, knowledge management, and AI-powered tools.
How can a PSA platform improve professional services profitability?
A PSA gives real-time visibility into budgets versus actuals, optimizes resource utilization, automates time capture, and provides profitability analytics by project, client, and team. Firms typically see 5 to 15 percent higher billable utilization.
Can you build client portals for service businesses?
Yes. We build secure client portals with project status, deliverables, invoice history and payment, support tickets, and scheduling, integrated with your CRM, project management, and billing so data flows automatically.
What is the difference between a CRM and a PSA for service businesses?
A CRM manages sales and relationships; a PSA manages delivery and operations. Most service businesses need both, and we integrate them so a closed deal automatically creates a project with the right scope, budget, and resources.
How does field service management software work?
It coordinates scheduling, dispatching, and tracking of field personnel, with intelligent assignment by skills and location, mobile apps for job details, GPS and route optimization, digital work orders, and billing integration on job completion.
Can you integrate our existing tools like QuickBooks, Salesforce, or HubSpot?
Yes. We integrate accounting tools like QuickBooks and Xero, CRMs like Salesforce, HubSpot, and Dynamics 365, project tools like Jira and Asana, and payment processors, using APIs and custom connectors for real-time data flow.
How long does it take to implement a service business ERP or PSA?
A focused PSA covering project management, time tracking, scheduling, and billing typically takes 2 to 5 months; a full service ERP with Dynamics 365 takes 4 to 8 months, with field service and portals extending to 8 to 12 months.
How can AI help service-based businesses operate more efficiently?
AI helps with intelligent scheduling, demand forecasting, automated client communication, smart pricing recommendations, document generation for proposals, and sentiment analysis to flag at-risk accounts, built on your operational data.