Odoo for Services

Whether you run a field service business, a consulting firm, a maintenance service, or any other service-based operation, Odoo's flexibility and modular structure make it a versatile solution for managing your service processes efficiently and enhancing customer satisfaction...

rectangular brown wooden tableService Order Management:

  • Create and manage service orders to track customer requests and schedule service appointments.
  • Assign service technicians or employees to specific service orders.

Customer Relationship Management (CRM):

  • Maintain detailed customer profiles, including contact information, service history, and preferences.
  • Use CRM features to track leads, convert leads to customers, and manage customer communications.

Appointment Scheduling:

  • Schedule service appointments and assign resources (e.g., technicians) based on availability and location.
  • Send automated appointment reminders to customers.

Work Order Management:

  • Generate work orders for service tasks, specifying details such as task description, estimated time, and required materials.
  • Track the progress of work orders, including task completion and time spent.

Inventory and Resource Management:

  • Manage resources and equipment required for service delivery, ensuring availability and maintenance.
  • Maintain an inventory of spare parts and materials needed for service tasks.

Billing and Invoicing:

  • Create invoices for completed services and track payments.
  • Implement various billing models, such as hourly rates, flat fees, or subscription-based billing.

Contracts and Subscriptions:

  • Manage service contracts and subscriptions with recurring billing.
  • Automate contract renewals and billing cycles.

Field Service Management:

  • If your services involve fieldwork, use Odoo's mobile apps to enable technicians to access service orders, update task statuses, and capture customer signatures.

Project Management:

  • Utilise project management features to handle larger service projects, including task allocation, timelines, and resource planning.

Document Management:

  • Store and organize service-related documents, such as service reports, customer contracts, and warranty information.

Reporting and Analytics:

  • Generate reports and dashboards to monitor service performance, track key metrics (e.g., response times, completion rates), and make data-driven decisions.


  • Integrate Odoo with other systems and applications, such as payment gateways, accounting software, and customer support tools, to streamline processes and data flow.

Customer Self-Service:

  • Provide customers with online portals where they can request services, view service history, and track the status of ongoing service orders.

Feedback and Surveys:

  • Collect feedback from customers after service completion to evaluate customer satisfaction and identify areas for improvement.

Customisation and Scalability:

  • Customise Odoo to align with your specific service workflows, terminology, and business rules.
  • Scale the system as your service business grows or diversifies into new service offerings.

Ready to learn more?

Calibrate is a new Odoo Ready Partner, bringing together a wealth of experience in Odoo implementations across many business functions and in several sectors.  Are you ready to find out how we can help you....get in touch with us today!