— Odoo ERP Implementation for
Service Business
Optimize your service workflows by unifying core functions.
From initial sales quotations and resource allocation to live project tracking, automated invoicing, and multi-channel customer support.
— Odoo ERP Implementation for
Service Business
Optimize your service workflows by unifying core functions.
From initial sales quotations and resource allocation to live project tracking, automated invoicing, and multi-channel customer support.
From Quotation to
Project Execution
Assign tasks to team members, define project milestones, and monitor progress from a single platform. By connecting sales and project management, Odoo helps teams deliver services on schedule while keeping project status, billable work, and customer commitments aligned throughout the project lifecycle.
From Quotation to
Project Execution
Assign tasks to team members, define project milestones, and monitor progress from a single platform. By connecting sales and project management, Odoo helps teams deliver services on schedule while keeping project status, billable work, and customer commitments aligned throughout the project lifecycle.
Plan and Track
Project Planning & Task Management
Visualize project timelines with the Gantt view, manage daily activities through Kanban, and set Task Dependencies to ensure activities follow the correct sequence. Break complex activities into Subtasks, monitor milestone completion, and gain real-time visibility into project status, helping teams improve collaboration, maintain project timelines, and deliver services according to customer requirements.
Plan and Track
Project Planning & Task Management
Visualize project timelines with the Gantt view, manage daily activities through Kanban, and set Task Dependencies to ensure activities follow the correct sequence. Break complex activities into Subtasks, monitor milestone completion, and gain real-time visibility into project status, helping teams improve collaboration, maintain project timelines, and deliver services according to customer requirements.
Track Time and Invoic
Timesheets & Billing
Support different billing methods to align with your service business model. Automatically create invoices from approved timesheets or completed project milestones, ensuring accurate billing while keeping revenue and project performance connected.
Track Time and Invoice
Timesheets & Billing
Support different billing methods to align with your service business model. Automatically create invoices from approved timesheets or completed project milestones, ensuring accurate billing while keeping revenue and project performance connected.
Operations
Helpdesk & Customer Support
Configure functional workflows including Multi-Channel Ticket Capture, SLA Stage Rules, and Rule-Based Ticket Assignment. Automatically route incoming tickets based on product category, send automated status updates to customers.
Operations
Helpdesk & Customer Support
Configure functional workflows including Multi-Channel Ticket Capture, SLA Stage Rules, and Rule-Based Ticket Assignment. Automatically route incoming tickets based on product category, send automated status updates to customers.
From Assignment to Job Completion
Fields Service
Manage on-site service requests, schedule field technicians, and complete jobs efficiently from assignment to customer sign-off. Create and track work orders, assign technicians based on availability, record service time, and capture customer signatures, photos, and reports directly from mobile devices.
Configure operational workflows including Work Order Management, Planning & Scheduling, and Worksheets. Also reserve spare parts directly from inventory, update stock automatically after service completion, generate invoices based on time and materials, and maintain complete traceability of field operations.
From Assignment to Job Completion
Fields Service
Manage on-site service requests, schedule field technicians, and complete jobs efficiently from assignment to customer sign-off. Create and track work orders, assign technicians based on availability, record service time, and capture customer signatures, photos, and reports directly from mobile devices.
Configure operational workflows including Work Order Management, Planning & Scheduling, and Worksheets. Also reserve spare parts directly from inventory, update stock automatically after service completion, generate invoices based on time and materials, and maintain complete traceability of field operations.
— FULLY INTEGRATED
Service business with Odoo apps for connected operations.
Connect sales, projects, resource planning, timesheets, invoicing, and accounting in one system. Coordinate project execution, monitor resource utilization, track billable hours, and gain real-time visibility into project costs and profitability.
— FULLY INTEGRATED
Service business with Odoo apps for connected operations.
Connect sales, projects, resource planning, timesheets, invoicing, and accounting in one system. Coordinate project execution, monitor resource utilization, track billable hours, and gain real-time visibility into project costs and profitability.
Document
Dashboard
Knowledge
Studio
Fields Service
Planing
Document
Dashboard
Knowledge
Studio
Fields Service
Planing
Implementation for Service Business
Align your processes to the Odoo standard for a smooth implementation, without unnecessary customization.
Go live with a Minimum Viable Product as soon as possible, then build from there.
Structured workshops to set scope, integration and budget, ideal for complex transitions like software replacements.