Odoo ERP for Service-Based Businesses
Manage clients, projects, employees, timesheets, sales, invoices, expenses, and service delivery through one platform.
Win clients, deliver projects and bill every hour
CRM
Sales
Project Management
Timesheets
Helpdesk
Accounting & Invoicing
Expenses
HR
Subscription ManagementWhat Service Companies businesses need from an ERP
Optimize your service delivery and accurate billing through timesheet integration.
Common challenges we solve
Unbilled hours
Time spent on client work is recorded late or not at all. Billable work slips through and revenue is lost.
No view of project profitability
Costs, hours and invoices sit in different tools. Managers only learn a project lost money after it is finished.
Overloaded or idle staff
Without a shared view of assignments, some team members are overbooked while others wait for work.
Slow and inconsistent invoicing
Invoices are prepared manually from spreadsheets and email threads. Billing is delayed and disputes increase.
Support requests in personal inboxes
Client issues come by email, phone and chat to different people. Response times vary and nothing is measured.
Recurring contracts tracked by hand
Retainers, AMCs and monthly service plans are renewed from reminders and calendars. Renewals and price changes are missed.
Odoo apps we implement for Service Companies
Each app is configured around your processes and connected to the rest of the system, so data entered once is available everywhere.
CRM
Tracks prospects and opportunities for consulting, IT, agency or facility service contracts from first meeting to signed deal.
- Opportunity pipeline with expected revenue
- Activity scheduling and reminders
- Win/loss analysis
Sales
Builds service quotations with fixed-price, time-and-materials or milestone lines, and creates projects automatically on confirmation.
- Service products linked to projects
- Online quotation signing
- Milestone-based billing
Project Management
Plans client engagements with tasks, stages and deadlines, and shows budget and progress per project.
- Kanban and Gantt views
- Task assignment and deadlines
- Project profitability overview
Timesheets
Lets staff log hours against projects and tasks from web or mobile, feeding billing and cost reports directly.
- Time logging per task
- Timesheet approval
- Billable vs. non-billable hours
Helpdesk
Collects client support requests into ticket queues with SLAs, and can bill time spent on tickets where contracts allow.
- Email-to-ticket
- SLA tracking
- Timesheets on tickets
Accounting & Invoicing
Generates invoices from timesheets, milestones or fixed fees and tracks receivables, payments and service revenue.
- Invoices from approved timesheets
- Payment follow-up reminders
- Revenue by project and client
Expenses
Records travel and project expenses by employees and re-invoices billable costs to clients.
- Mobile receipt capture
- Manager approval
- Re-invoicing to customers
HR
Keeps employee records, skills, leave and contracts, so managers know who is available for new work.
- Employee profiles and skills
- Time off management
- Department structure
Subscription Management
Handles retainers, AMCs and monthly service plans with recurring invoices and renewal tracking.
- Recurring invoicing
- Renewal and upsell tracking
- Recurring revenue reporting
From signed proposal to paid invoice
How a typical service companies process runs inside Odoo once everything is connected.
Win the work
CRM tracks the opportunity and Sales sends the quotation for online approval.
Set up delivery
Confirming the order creates a project with tasks in Project.
Do and log
Staff complete tasks and log hours in Timesheets, with expenses recorded as they occur.
Support the client
Helpdesk handles client requests during and after the engagement.
Bill and collect
Accounting invoices from timesheets, milestones or subscriptions and tracks payment.
Typical projects
Quote-to-project automation
Zencore configures service products so a confirmed quotation creates the project and tasks without manual setup.
Timesheet-based billing
We set up billing rules so approved hours flow into draft invoices at agreed rates for each client.
Retainer and AMC contracts
We configure Subscriptions for recurring service contracts with renewal dates and automatic invoices.
Client support desk
We set up Helpdesk teams, SLAs and email channels so client requests are tracked and measured in one place.
What changes with Odoo
Better project visibility
See progress, hours and costs for every client project in one view.
Accurate time tracking
Hours are logged against tasks so billable work is captured.
Centralized customer data
Deals, projects, tickets and invoices are linked to each client record.
Faster invoicing
Invoices are generated from timesheets, milestones or subscriptions instead of spreadsheets.
Better resource management
Managers can see who is working on what and plan new assignments.
Predictable recurring revenue
Retainers and service contracts renew and invoice on schedule.
Our implementation approach
A structured path from your first conversation with us to a system your teams use every day.
Discover
Understand your current processes, pain points and requirements.
Design
Map your processes to the right Odoo apps and workflows.
Implement
Configure and customize Odoo around the way you work.
Migrate & Integrate
Move your data and connect Odoo with your existing systems.
Train
Prepare each team to use the system with confidence.
Support
Stay with you after go-live and keep improving the system.
Questions about Odoo for Service Companies
Ready to run your service companies business on Odoo?
Book a free session with our ERP experts. We'll look at how your service companies operations run today and map out how Odoo can support them.
No commitment required · Response within one business day