Sectors
Efficient service delivery with Odoo
Customer follow-up, appointments, invoices and projects in one clear platform. Less administration, more time for your customers.
Does this sound familiar?
Where things usually
get stuck
Service businesses often lose time to separate tools, e-mails and spreadsheets. That leaves them without an overview, and that costs opportunities.
Everything is scattered
Appointments, leads and projects sit everywhere, and communication with the customer is fragmented.
Administration takes too much time
Drawing up quotations, invoicing and reporting are largely done by hand.
No view of the numbers
You have no real-time picture of sales, profit, planning or workload.
What Odoo concretely does here
The modules we usually set up for this sector.
CRM
All customer contacts and leads in one place, with follow-up that does not get left behind.
Project
Projects, tasks and hours linked to the right customer.
Sales
Quotations from templates, with automatic follow-up.
Accounting
Invoices that come straight out of the recorded hours.
Everything on the same data
No separate tools contradicting each other. One environment in which sales, inventory, invoicing and follow-up use the same source, so the figures add up without anyone having to reconcile them.
How it works
From first contact to paid invoice
This is how an assignment runs through Odoo, with one file per client.
Lead and quote
A request lands in the CRM. You build the quote from a template and the client signs online.
Project and planning
Once accepted, the project is ready, with tasks and a schedule per team member.
Logging time
Team members log time on the right task, also from their phone.
Invoicing
Invoices follow from logged hours, a fixed price or a subscription.
Frequently asked questions
About Odoo for service companies.
Yes. You choose which hours to invoice and Odoo builds the invoice, with details per task if you want.
Yes. Besides billing by the hour, you can invoice per project, per milestone or with a monthly subscription.
Yes. With the appointments app, clients pick a slot in the right team member's calendar. That is how our own calendar works too.
No. We start where you lose the most time, often quotes and invoicing, and expand when you are ready.
Do you recognise your own situation in this?
One thirty-minute conversation is enough to know where your biggest gain sits.