Professional Services Software

Integrated business management systems for professional service organisations. Deliver better customer service, improve resource utilisation and on-time project delivery, streamline invoicing and drive profitability.

We help professional service organisations such as trade associations, job based businesses and trade services accurately plan, track and execute projects and services. From quotation to billing, cost capture to revenue recognition, scheduling resources to reporting Greentree delivers powerful tools for improved visibility and control.

Greentree customers include The Publishers Association, Canterbury Archeological Trust, Evolution Security, Comvergent Group, Infinite Group, Ford & Doonan Air Conditioning Systems, Edwards and Godding and SJ Displays.

Gain unprecedented visibility into your business across sales, services delivery, and finance – improve on-time project delivery and project profitability. Greentree provides you with a competitive edge for new business – improve your resource utilisation, streamline invoicing and billing, elevate on-time project delivery and drive your profitability.

A fully integrated, single database solution, Greentree works seamlessly allowing you to simply switch on modules that fit your business best and deliver the tools to support your people in managing your organisation day-to-day. Greentree can be hosted in the cloud or on your premises, and offers a full range of security and back up options.

  • Tight project accounting – efficient management of project revenues, expenses and profitability over the project lifetimes, ensuring each project is on time and on budget.
  • Real-time dashboards and reporting – easily configured to provide a live and instant personalised view of your organisation’s project performance. Empower service teams to answer ad-hoc questions on the fly.
  • Faster, easier and more accurate quoting – estimate new projects accurately with historical data. Transfer quotes to jobs simply allowing for accurate comparisons of actuals against budget.
  • Improve resource management – ensure the right resources are working on the right projects, at the right time and resolve staffing situations before they become problems.
  • Streamline invoicing and billing – jobs can be invoiced based on billing rules ensuring invoices are produced swiftly and improve cash flow.
  • Easy time and expense tracking – equip your services team with easy to use mobile time and expense solutions so whether in the office or on the road keep projects on time, customers happy and reports up to date.
  • Capture additional costs – make real-time adjustments on-the-fly so there is no more reactive management trying to get jobs back on-track after the damage is done.
Professional Service Case Studies
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Powerful, flexible, integrated professional services software that grows with your organisation – simply choose the modules you need…

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“The consulting team at Prerogative provided expert knowledge about how we could get the most out of Greentree’s integration with Excel. They’ve provided one-on-one staff training which will give us the in-house expertise required to automate the reporting process.”

Mark Wharton, Director of Operations, The Publishers Association

Publishers Association’s efficiency gains with Greentree

“At the touch of a button we can now see where we are with a cost on a job. Our accounts department is saving an hour on each payment run to a supplier. I can also see at a glance how much we’ve got in the bank, what we owe and what is owing to us.”

Richard Lambert, Managing Director, Evolution Security Systems

Evolution Security Systems choose Greentree ERP
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