ERP in Quebec
The Quebec ERP for service businesses
OKTO PSA is a Quebec ERP for service businesses: construction, managed IT services and other trades. It brings projects, work orders, timesheets, purchasing, invoices with GST and QST, CRM and HR into one software, in French and English, hosted in Quebec, with a built-in AI assistant.
What is an ERP for a service business?
An ERP, or enterprise resource planning software, connects every operation of a company in one database. When you sell work rather than products, that means following every job from the first call to the payment: the quote, the project or job site, the hours, the purchases, the invoice, then the client who comes back.
From first call to payment
The accepted quote becomes a purchase order, then work orders, then an invoice. Nothing gets retyped from one step to the next.
The real cost of every job
Every hour and every purchase is tied to the right project or job site. You see the margin while the work is happening, not once the file is closed.
Quebec taxes and payroll
GST and QST calculated per line and rounded to the cent, Quebec holidays, and hours exported to your accountant or payroll software.
Why not a generic or US ERP?
Big ERPs are designed for manufacturing and distribution. Adapted to a service business, they are expensive to configure, sold per seat in US dollars and rarely speak French.
Built to sell work
Hours, projects, contracts, change orders and work orders sit at the core of the software, not in modules added later.
French by default
Every screen exists in French and in English. Your team never has to switch languages to understand a screen.
Priced in Canadian dollars
From $300 a month for the whole company, about $25 per user, with no seat minimum.
Live in a few weeks
No months-long integration project: we move your data, from Excel or another software, at a fixed fee quoted in advance.
Hosted in Quebec
A dedicated database for every client. Traffic through the Cloudflare network; off-site backup copy in Canada. Built for Law 25.
An AI assistant that counts
OKTHAV answers with your real numbers, reads your plans, receipts and business cards, and only acts with your approval.
What does the OKTO PSA ERP include?
Everything lives in the same dedicated database: a client created once serves sales, the work and billing. For data isolation and Law 25, see the security page.
Projects, job sites and work orders
Phases tracked in hours, day-by-day scheduling, work orders signed on site, change orders grouped on one invoice.
Time and payroll
Crew timesheets, activity codes per project, real labour cost and exportable payroll.
Purchasing and inventory
Purchase orders, receiving, matched supplier invoices, inventory by lot and serial number, bookable equipment.
Quotes and billing
GST and QST per line, holdbacks, recurring billing, online payment and QuickBooks sync.
CRM and client portal
Clients, sites, contacts, opportunities, and a portal where clients sign, follow and pay.
HR and AI assistant
Leave, schedules and training, plus OKTHAV, the AI assistant that counts and prepares the work.
How do you switch to an ERP without stopping everything?
Changing business software is scary when the company is busy. Setup happens in steps, and you only turn on what you need.
1. We look at your data
A quick review of your files and current software, then a fixed price for the move, quoted before any commitment.
2. We move what matters
Clients, contacts, open projects, rates and balances: the OKTO team handles it, in French or English.
3. Your team gets going
Training and setup with a specialist. Modules are added later when the need comes up.
Construction or IT services
The vocabulary adapts to your trade: work order on the job site, ticket at the service desk. See the construction page or the IT services page.
Try it before you call
The interactive demo shows a job site and a service desk end to end, with fictitious data, in four minutes.
And if it is not a fit
Your data belongs to you and can be exported. We say it up front, not after.
Your trade, the same software
Whatever service you sell, the work runs the same way: a project or a ticket, hours, a quote, an invoice with GST and QST. Here is how it looks across a few trades.
Accountants and firms
Each year-end mandate becomes a project, the team's hours pile onto it, then the invoice goes out with GST and QST calculated.
Lawyers and notaries
One file per client, time logged as calls come in, disbursements added, and a clear statement when it is time to bill.
Machine shops and manufacturers
A work order per order, parts and labour tracked, inventory dropping on its own as the job moves forward.
Engineering and architecture firms
Project phases, hours by discipline and change orders in one place, from the survey to the delivered drawing.
Security and surveillance
Recurring monitoring contracts, scheduled rounds and call-outs billed at the right rate, nothing slipping through.
Maintenance and cleaning
Contracts by building, visits on the calendar, extras noted on site and carried to the next invoice.
HVAC and plumbing
The client's call becomes a work order, the tech logs hours and parts, the client pays before the truck pulls away.
Landscaping
Seasonal contracts, crews laid out by the day and extra work billed without picking the pencil back up.
Agencies and consultants
Flat-fee or hourly mandates, time tracked per team member, profitability visible before the invoice goes out.
Frequent questions
The questions we get asked
Your question is not here?
Write to us. A person in Trois-Rivières answers, within one business day.
Ask your questionAn ERP is software that connects every operation of a company in one database. For a service business, it follows every job from the quote to the payment: project or job site, hours, purchases, invoice and client follow-up.
Yes. OKTO PSA is designed, hosted and supported in Quebec by OKTO Solutions, in Trois-Rivieres. Every screen exists in French and in English, and Quebec taxes are calculated natively.
OKTO PSA starts at $300 a month for the whole company up to 10 users, in Canadian dollars, about $25 per user. CRM and HR are included, with no seat minimum.
Yes, if it speaks job site. OKTO PSA handles work orders, change orders, holdbacks, crew timesheets, purchasing and plans, with a tablet that works offline on site.
A PSA manages work sold by the hour or by contract: tickets, projects, time and billing. An ERP covers the whole company, including purchasing, inventory and payroll. OKTO PSA brings both together for service businesses.
A few weeks. The OKTO team moves your data from Excel or another software at a fixed fee quoted in advance, then trains your team. Modules are added later when the need comes up.
One software, from first call to invoice.
We look at how your quotes, projects, hours and billing flow today, and tell you straight what the OKTO PSA ERP would change.