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Odoo for field & professional services

From enquiry to invoice,
without the gaps.

When quoting lives in one app, scheduling in another and invoicing in a third, jobs slip and hours go unbilled. We set up Odoo so service businesses run the whole job in one place, from first call to paid invoice.

Book a free discovery call

What service teams tell us

Whether you fit, fix, install or advise, the pattern is the same. Sound familiar?

Jobs fall between the apps

The quote is in email, the schedule on a whiteboard, the notes on someone's phone. Things get missed because nothing joins up.

Hours that never get billed

Time and materials get logged late or not at all, so invoices go out light and margin quietly disappears.

Engineers without the detail

The person on site does not have the history, the parts list or the customer notes, so jobs take longer and look unprofessional.

Invoicing is a monthly scramble

Pulling together what was done, by whom, for whom, eats days at month end and still misses things.

You can't see which jobs made money

Quotes go out, change orders creep in, and you only learn whether a job was profitable long after it is closed, if at all.

What Odoo gives a service business

One system that carries a job from enquiry through to cash, with everyone working off the same picture.

  • Quote to job in one step so an accepted quotation becomes a planned, assigned job without anything being retyped.
  • Scheduling and dispatch that show who is where, what is booked and where the gaps are, on a planner the office and the field can both see.
  • Time and materials captured on site from a phone or tablet, so what was actually done is what gets billed.
  • Project and job costing that compares quoted against actual, so you learn which work makes money and which does not.
  • One-click invoicing straight from the completed job, including time, parts and expenses, with nothing left on the table.
  • A single customer history covering every quote, visit, asset and conversation, available to whoever picks up the next call.

From the office to the van, everyone works from the same live information. The result is fewer dropped jobs, faster invoicing and a much clearer view of where your time actually goes.

How we work

Low risk, one step at a time

We get the core job flow working first, prove it on real work, then add the rest. You always know what is happening and what it costs.

1

Discover

We map your job flow from enquiry to invoice and fix the scope.

2

Configure

Quoting, scheduling, timesheets and billing set up to fit.

3

Migrate

Your customers, jobs and open work brought across cleanly.

4

Train

Office and field teams learn the parts they each use.

5

Go live & support

We launch alongside you and stay on hand afterwards.

Common questions

Odoo for service businesses, answered

Can engineers use Odoo out on site?
Yes. Odoo works on a phone or tablet, so field staff can see their jobs, record time and materials, add notes and photos and capture a customer signature, even with patchy signal. The office sees it as soon as they are back online.
Does it handle scheduling and dispatch?
It does. Odoo has a visual planner for assigning and moving jobs, with the field service and project tools covering recurring work, on-site tasks and longer projects. We set it up around how you actually plan your week.
Do we have to move our accounts off Xero or Sage?
No. You can invoice straight from completed jobs in Odoo and keep Xero, Sage or QuickBooks for the books, or move accounting into Odoo later when it suits you. The priority is getting jobs, scheduling and billing joined up, not forcing a change of ledger on day one.
We do both project work and quick call-outs. Can Odoo do both?
Yes. Odoo handles one-off call-outs, recurring maintenance and longer multi-stage projects, all feeding the same scheduling, costing and invoicing. We configure the mix that matches your business.
How long does it take to get going?
Most service SMEs are live on the core enquiry-to-invoice flow within a few weeks to a few months, depending on scope. We stage it so you feel the benefit early. Book a call for a realistic timeline for your setup.

Stop losing jobs and hours between apps.

Tell us how a job moves through your business today. We will show you what Odoo would tighten up, and be honest about whether it is worth it.

Book a free discovery call