CODEerts
Industry: Professional Services
Odoo for Professional Services
Services businesses lose margin in the handoffs. The deal is won, then someone sets up the project by hand, chases approvals over email, and assembles the invoice separately. Odoo can run that spine automatically.
What usually breaks
The problems we keep meeting.
Projects and tasks created manually after every won deal
Approvals happening over email, detached from the work
Timesheets that cannot be grouped the way managers actually review them
Support commitments with no SLA timer behind them
What we do about it
How we fix it in Odoo.
Lead to project without a manual step
The project and its stage-appropriate tasks are created on order confirmation, so delivery starts populated.
Approvals attached to the work
Digital signature on documents, so the signed approval stays with the record it belongs to.
Timesheets managers can read
Grouping and analytics that match how utilisation is actually reviewed, rather than a flat list.
Service desk with real SLAs
Ticketing with SLA timers and a customer portal, so commitments are measured rather than remembered.
Modules we have published
Built for professional services, live on the Odoo Store.
Questions
About Odoo for professional services.
Can Odoo create projects automatically from a sale?
Yes. A service product can generate the project and its tasks on order confirmation, and task templates can differ per stage so the project starts ready to work.
Does Odoo do agile or scrum?
Not natively in the way a dedicated tool does. Sprints, story points and burndown are an extension, which is what our project work adds.
Can clients see their own tickets and projects?
Yes, through the portal. Portal users are a separate access class from internal users, so clients see their records without internal access.
Other sectors
Where else we work.
Same team, same Odoo-first approach.
Manufacturing
Production, quality and traceability on one system, from work order to finished lot.
Learn moreRetail & POS
One stock position across every branch, a POS that matches the counter, and margin you can see.
Learn moreeCommerce
Storefront, stock and ledger on the same records, with payments that work in your region.
Learn moreReady to make Odoo work the way your business does?
Book a free call
CODEerts
CODEerts is a team of certified Odoo experts and full-stack engineers. We implement, customise and support Odoo ERP, then build the software around it.
