I'm interested in how CRM users who sell services monitor, track, and bill customers for performing service activities. It looks like the best method is to create a product in CRM that is a service. Schedule inbound or outbound service activies in the Service Calendar, but when an activity is completed kick off a workflow or find a manual method to invoice the customer for performance. It seems one could use a contract if all work performed were time-based. But parts are often associated with service performance, so it seems complicated to do one of the following:
Create a service then schedule a service activity and track it in the service calendar. Possible use Cases to track the performance of the service activity. Use a workflow to create an invoice once a service activity is closed.
Create a product that is the same as the service that was created, and sell it using the default sales process (leads > opportunites > quote > order > invoice. Once a service activity is closed in the service calendar, process the invoice.
Is there a better way to do this?
JEM