Trades and Services

Integrated ERP for efficient, visible and compliant trades and services operations. 

Rising client expectations challenge disconnected operations.

Working in Trades and Services industries demands precision, visibility, and control—where every quote, resource, and service interaction must operate seamlessly to meet client expectations and regulatory standards. 

  • Managing multi-project resources, inventory, and contracts 

  • Meeting rising client expectations for service delivery 

  • Limited visibility into job progress and cost tracking 

  • Controlling operational overhead and compliance risks 

  • Navigating safety, licensing, and regulatory requirements 

  • Risk of delays impacting invoicing and client satisfaction 

  • Disconnected systems and manual workflows 

  • Tracking tools, materials, and workforce across sites 

  • Adapting to urgent requests and seasonal demand shifts 

Smarter, unified Systems. Exceptional Service Delivery. 

Pronto Xi for Trades and Services provides real-time visibility, control, and integration across your entire operation—from quoting and resource management to compliance, invoicing, and service delivery. Empower your team with a unified platform that adapts to shifting client demands, streamlines workflows, and ensures every job is delivered with precision and speed. 

  • Unify quoting, resource, inventory, and service systems 

  • Track job progress, costs, and workforce in real time 

  • Reduce operational overhead through smarter automation 

  • Maintain compliance and safety with confidence 

  • Eliminate silos with fully integrated workflows 

  • Improve service accuracy and client satisfaction 

  • Make faster, data-driven decisions across projects 

The

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Solution

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Foundation

  • Technology Platform

  • Web Interface

  • Enterprise Security

  • Forms Management

  • Task Management

  • Alert Management

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Financials

  • General Ledger

  • Fixed Assets

  • Accounts Receivable

  • Accounts Payable

  • Customer Central

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Integration

  • API Engine

  • Pronto Xi Sync

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Asset and Facility Management

  • Project

  • Service

  • Pronto Service App

  • Service Connect

  • Maintenance Management

  • Rental

Key Features and Benefits

Project

  • Multiple cost centres and budgets per project

  • Full Cost Breakdown Structure (CBS) for greater cost granularity

  • Project Tasks and milestones, helping you achieve

  • Flexible progressive invoicing or billing via Claim Schedule

  • Project Hierarchies up to 20 levels

  • Customisable profit take-up and release rules

  • Flexible timesheet creation via Project or Resource Management

Service

  • Integrated with Project, directly linking a service contract to a project. 

  • Contract Management

  • Time-based service recording

  • Contract invoicing

  • Service call logging and management

  • Van inventory management and integration with Distribution

  • Equipment location tracking

  • Engineer management

Pronto Service App

  • Real-time information

  • Data Capture

  • Scheduling Management

  • Proof of presence capture

  • Safety compliance

  • Material order management

  • Work instructions

Service Connect

  • Quick deployment to customers

  • Intuitive, modern web interface accesible from any device

  • Ability to raise and track current and past service calls

  • Full integration with Service

  • Seamless synchronisation of key data

Maintenance Management

  • Equipment profile of parent item and components

  • Condition monitoring

  • Work order forecasting

  • Defect work order recording

  • Configurable monitor points

  • Customer invoicing

  • Stock purchasing

Rental

  • Contract authorisation

  • Flexible billing cycles

  • Multiple sites management and contract grouping

  • Recognition of unearned income

  • Serialised and non-serialised rental units

  • Full rental history by unit

Other Features

The Retail applications integrate seamlessly with other Pronto Xi applications enabling a total solution

  • Control cost calculations and postings to the General Ledger

  • Enable store based revenue postings to the General Ledger

  • Search for and trace product batches/lots

  • Vendor performance analysis

  • Purchase order and shipment management

  • EDI capability - integrate with the VAN of your choosing

Pronto Xi powering seamless retail and smarter operations 

Herschend Family Entertainment streamlined operations across 23 locations with Pronto Xi ERP, integrating retail and inventory for greater efficiency and control. The solution supports over 10 million annual guests, enhancing visibility, performance, and customer experience. 

Why Partner with Velocity Global

Velocity Global brings decades of proven expertise and a customer-first approach to ERP implementations.

  • Deep ERP Expertise: Over 20 years of hands-on experience implementing Pronto Xi in a manufacturing context.

  • Tailored Solutions: We don’t just install software—we adapt Pronto Xi to meet your unique business needs without compromising upgrade paths.

  • End-to-End Delivery: From business systems design to implementation and ongoing support, we’re your single trusted partner.

  • Long-Term Relationships: Many of our clients have partnered with us for over a decade, thanks to our commitment to innovation and ROI.

  • Business-Centric Approach: Our consultants combine technical capability with deep business understanding to drive real transformation.

Talk to us to see how you can transform your business using Pronto Xi