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💼 Services

Engagement tracking, support tickets and billing for professional services

Tasks, contracts, an AMC/support ticketing desk, client billing and invoicing — all connected to one ledger.

Industry Optimized
What makes Professional / IT Services hard to run on spreadsheets

Engagement status lives in inboxes

Without a shared task/project view, delivery status is scattered across email threads and individual calendars.

Billing is disconnected from delivery

Invoicing that is not tied to project/task records makes it hard to answer "what have we actually billed for this engagement."

How the workflow runs on Rebota
Steps marked "in development" are on the roadmap, not live yet — shown for transparency, not as a current capability.
Lead / Opportunity
CRM pipeline
Live today
Project / Engagement Setup
Client, scope, dates
Live today
Task Assignment
Tracking across the team
Live today
Contracts
SOW / service agreements
Live today
Service / Support Desk
AMC and ticket tracking
Live today
Client Billing & Invoicing
Ledger-backed
Live today
Reports
Delivery visibility
Live today
Module matrix
Business requirementRebota capabilityRelevanceStatus
CRM / Sales Pipeline CRM & Sales Pipeline, with follow-up activities (due/overdue tracking) Medium Available
Engagement Tracking Projects, Tasks High Available
Contracts / SOWs Contracts High Available
Support / AMC Desk Service / Support Desk (ticketing, customer + technician tracking) High Available
Billing Client Billing, Invoicing High Available
Calculators, guides & comparisons for this industry
Real, published Rebota Intelligence Center content — industry-specific tools first, cross-industry tools (GST, cash flow, equipment) after.
Related industries
Frequently Asked Questions
Does Rebota include a support ticketing desk for AMC clients?
Yes — the Service / Support Desk module tracks tickets against the CRM customer master, with technician assignment and parts consumption tied to inventory where used.
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