Services
Sell, deliver and bill client work from one record.
Service and project-based businesses need the sales pipeline, the delivery record and the billing to agree with each other. Vertex keeps them as one connected thread instead of three disconnected tools.
CircumzOverview
Dashboard
Commercial
CRM
Sales
Operations
Projects
Procurement
Inventory
Field
Logistics
Fleet
Money
Finance
Sales / Quotations
Q-1042 Al Rashid Contracting Accepted
Issued 02 Sep 2026 · Valid until 02 Oct 2026 · Sara Al-Mutairi
PDFConvert to contract
Line itemsDetailsRelated · 3Activity
| # | Description | Qty | Amount |
|---|---|---|---|
| 1 | Site grading & earthworks | 1 | 124,000.00 |
| 2 | Steel reinforcement, Grade 60 | 25 | 96,000.00 |
| 3 | Ready-mix concrete C35 | 420 | 121,800.00 |
| 4 | Formwork & shuttering | 1 | 42,000.00 |
| 5 | Site mobilisation | 1 | 16,200.00 |
Subtotal400,000.00
VAT 15%60,000.00
Total (SAR)460,000.00
A quotation in Vertex, one click away from becoming a contract and then a project. Demo data.
01The workflow
The modules, in the order your work happens.
- 1Customer
- 2CRM
- 3Sales
- 4Projects
- 5Expenses
- 6Finance
02Why it fits
What changes for a services business.
Concrete differences in how the work gets done — not features for their own sake.
01
Pipeline to project
Opportunities convert to quotations, quotations to contracts, contracts to projects — the handoff is built in.
02
Expenses on the job
Project-level expenses roll up into cost and profitability without a separate spreadsheet.
03
Billing tied to delivery
Invoices reference the contract and project they came from, so billing and delivery never drift apart.
See Circumz for Services
Walk through this workflow with your own documents, team and numbers.