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Industry · Services & Projects

Odoo ERP for Professional Services and Project Firms

In a services business, the product is time. Manage the whole flow in one system with Odoo, from quotation to project and from hours spent to invoice, and see which projects, customers and services are truly profitable.

Odoo for services firms

  • 01

    Projects and tasks

    Project and task tracking in kanban, list and calendar views.

  • 02

    Timesheets

    Time spent by employees recorded against projects and tasks.

  • 03

    Flexible invoicing

    Invoice by time spent, fixed price or project milestones.

  • 04

    CRM and quotations

    Automatic flow from opportunity to quotation and from confirmed quotation to project.

  • 05

    Profitability analysis

    Revenue, cost and margin by project.

  • 06

    Team and workload

    Task assignments and workload views; the Planning app in Enterprise.

Where do services firms lose profit?

For consultancies, agencies, software and engineering firms, the biggest loss is unbilled hours. Out-of-scope requests aren't recorded, time spent is estimated, and whether a project made money is only known months after it ends. Bringing projects, time tracking and invoicing into one system makes that loss visible.

From quotation to invoice with Odoo

The sales opportunity is tracked in CRM; a confirmed quotation automatically creates the project and tasks. The team logs time in timesheets, and invoices are prepared from that data according to the billing model (hourly, fixed price or milestones). Collections and partner accounts are handled in the same system.

Community vs Enterprise

Project, timesheet, sales and invoicing apps are available in Odoo Community. Apps such as Helpdesk, Field Service, Planning and Subscriptions are in Enterprise. We help you choose the right combination for your needs.

Who is it for?

  • Management, finance and IT consultancies
  • Advertising, digital marketing and design agencies
  • Software development and systems integration firms
  • Engineering, architecture and technical services companies

FAQ

Frequently Asked Questions

Questions? Want a quote? We usually reply within minutes.

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How do employees log their time?

Timesheet entries can be made from the web interface and task screens, and are also accessible from mobile browsers.

Can our clients see project status?

Yes. Through Odoo's customer portal, your clients can view the projects and tasks you share with them, as well as quotations and invoices.

Can we invoice monthly retainer services?

Recurring invoicing can use the Subscriptions app in Enterprise; on Community we build a solution around your needs.

Let's Talk About Your Project

Get in touch about your Odoo needs. Reach us quickly on WhatsApp and we'll propose a solution tailored to you.

Message us on WhatsApp+90 535 561 06 93

We usually reply within minutes