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Streamline your servicing business

The service industry is ever booming and the constraints of operations change day today. The need for dedicated management solutions for the operations of the service industry is inevitable. The Odoo ERP puts forward effective management of the service industry with the dedicated configuration of the platform to suit the demands of the operation of a servicing industry with expert partners such as Consultingat.

Odoo Service Management

Projects and planning

Integrated project management along with planning tools helps you to plan and execute the operations of your service provider company efficiently

  • Define projects for operations
  • Create tasks and subtask under each project
  • Complete task management
  • Plan the operations in the planning module
  • Project forecasting
  • Employee allocation
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Accounting and invoicing

The accounting module of Odoo will support the finance management operation of your service industry and bring in dedicated tools and functions of operation

  • Define localized taxes
  • Create accounting rules
  • Accept payments from multiple sources
  • Define charts of accounts
  • Draft fiscal positions and fiscal years
  • Generate invoices instantly
  • Define payment terminologies
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Sales management

Manage the operations of sales with definite tools available in the sales management module of the Odoo platform

  • Real time functional tools
  • Draft sales quotations
  • Send out sales orders
  • Integrated servicing charges and timesheets
  • Invoice customers based on services
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Purchase and inventory management

The dedicated purchase as well as the inventory management and will deal with the product procurement aspects along with the warehouse management of the product stocks

  • Send out request for quotation
  • Draft purchase orders
  • Multiple vendor management
  • Manage vendor bills
  • 3 way matching on purchase
  • Define product locations and warehouses
  • Lots and serial numbers on products
  • Assign product expiry dates
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Field services management

The dedicated field service management tool in Odoo will support you with the management of your field operations in the service providing industry

  • Plan on-site tasks with employees
  • Define tasks to be performed
  • Configured Google Maps
  • Generate Invoice based on intervention
  • Invoice based on timesheets
  • Sell products in the field
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