One Platform for Every Service Business
Obsidyun adapts to the way your business works — whether you bill by the hour, by the project, or on retainer
Legal Practices
Law firms and legal consultancies can manage client matters, track billable hours, generate detailed invoices, and maintain compliance records — all from a single platform.
Accounting & Bookkeeping
Accounting firms can organize client accounts, manage recurring engagements, issue invoices for monthly retainers or project work, and keep their own books in order with built-in double-entry accounting.
Trades & Field Services
Plumbers, electricians, HVAC technicians, and other trade professionals can quote jobs, track materials used, invoice on completion, and manage multiple service teams across locations.
Consultancies & Agencies
Management consultants, marketing agencies, and advisory firms can define service packages, manage client relationships, track project finances, and produce professional invoices and quotes.
Features That Service Businesses Need
Everything to manage your clients, your billing, and your operations — without the complexity of tools designed for manufacturing or retail
Service Catalog
Define your service offerings with descriptions, pricing structures, and tax configurations. Whether you charge hourly rates, fixed fees, or retainer-based pricing, the catalog adapts to how your business operates.
Client Management
Maintain detailed client profiles with contact information, transaction history, outstanding balances, and credit terms. Group clients by type, industry, or engagement to organize your practice effectively.
Service Invoicing & Quoting
Create professional invoices and quotes for service work. Itemize by service type, apply different rates, add descriptions of work performed, and convert accepted quotes into invoices with a single click.
Financial Tracking
Track revenue by service type, client, or time period. The built-in accounting system handles all journal entries automatically, so your books stay accurate without manual bookkeeping effort.
Recurring Engagements
Set up recurring service agreements for retainer clients or ongoing engagements. The system tracks each billing cycle and can generate invoices on schedule, reducing administrative overhead.
Multi-Office Operations
For firms operating across multiple locations, manage each office with its own client assignments, staff, and financial reporting while maintaining centralized oversight and consolidated reports.
How Obsidyun Works for Service Businesses
A closer look at the capabilities that make Obsidyun the right fit for firms and practices that sell expertise, not inventory
Client Management & Relationships
Every service business runs on client relationships. Obsidyun gives each client a comprehensive profile that tracks every interaction: invoices sent, quotes issued, payments received, and outstanding balances. You always know where each engagement stands.
Set credit limits to manage risk, group clients by type or industry for targeted management, and generate client statements that summarize account activity over any period. For firms with multiple offices, clients can be assigned to specific branches while remaining visible across the organization.
- Detailed client profiles with full contact history
- Outstanding balance and credit limit tracking
- Transaction history across all engagements
- Custom client grouping and segmentation
- Client statements and account summaries
Billing & Revenue Tracking
Service businesses need flexible billing. Obsidyun supports hourly rates, fixed project fees, and retainer-based pricing — or any combination. Define your services in the catalog with their standard rates and tax configurations, then pull them into invoices and quotes as needed.
Payment tracking shows which invoices are paid, partially paid, or overdue at a glance. Automated reminders follow up on outstanding amounts without manual effort. Revenue reports break down income by service type, client, time period, or branch — giving you clear visibility into which parts of your practice are performing and where to focus.
- Flexible pricing: hourly, fixed, and retainer models
- Multi-currency and multi-tax support
- Automated payment reminders for overdue invoices
- Quote-to-invoice conversion in one click
- Revenue reporting by service, client, or period
Getting Started Is Straightforward
Set up your service business on Obsidyun in a few steps — no technical expertise required
Define Your Services
Add your service offerings to the catalog with descriptions, rates, and tax rules.
Add Your Clients
Import or create client profiles with contact details and billing preferences.
Quote & Invoice
Send professional quotes, convert them to invoices, and track payments in real time.
Track & Report
Monitor revenue, outstanding balances, and financial performance across your practice.
Frequently Asked Questions
Common questions about using Obsidyun for service businesses
Is Obsidyun suitable for service-only businesses with no physical inventory?
Yes. While Obsidyun includes full inventory management, it works equally well for businesses that only sell services. You can define your services in the catalog, invoice clients, manage finances, and run reports — without needing to set up any stock or warehouse configuration.
Can I manage both products and services together?
Absolutely. Obsidyun's catalog supports both physical products and service items. You can create invoices that mix product sales with service charges, apply different tax rules, and track revenue separately for each category.
How does client management work for service businesses?
Each client has a detailed profile that tracks all invoices, quotes, payments, and outstanding balances. You can set credit limits, add notes, group clients by type or industry, and generate client statements on demand.
Can I set up recurring invoices for retainer clients?
Yes. You can configure recurring billing for clients on retainer or ongoing service agreements. The system tracks each billing cycle and supports both automatic and manual invoice generation.
Does it support multiple offices or branches?
Yes. Multi-branch support lets each office manage its own clients, staff, and operations while rolling up into consolidated financial reports for firm-wide oversight.