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ERP For Service Industry

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The service industry is constantly evolving, with operational challenges changing daily. Dedicated management solutions are essential to ensure seamless operations. Odoo ERP offers a powerful and flexible platform tailored to the unique demands of the service industry. With expert partners like Cybrosys Technologies, businesses can optimize their processes and enhance efficiency through customized configurations.

Odoo Service Management

Projects and planning

Integrated project management along with planning tools helps you to plan and execute the

 operations of your service provider company efficiently


​ ​ ​ ​ ​ ​​Define projects for operations ​ ​ ​  ​​ ​ ​Plan the operations in the planning module

​ ​ ​ ​ ​ ​ ​Create tasks and subtask under each project ​ ​​Project forecasting

​ ​ ​ ​ ​ ​ ​Complete task management ​ ​ ​ ​ ​ ​Employee allocation

Accounting and invoicing

The accounting module of Odoo will support the finance management operation of your service 

industry and bring in dedicated tools and functions of operation

​ ​ ​ ​ ​ ​Define localized taxes ​ ​ ​ ​ ​​​Draft fiscal positions and fiscal years

​ ​ ​ ​ ​ ​Create accounting rules ​ ​ ​ ​ ​ ​Generate invoices instantly

​ ​ ​ ​ ​ ​Accept payments from multiple sources ​ ​ ​Define payment terminologies

​ ​ ​ ​ ​ ​Define charts of accounts

Sales management

Manage the operations of sales with definite tools available in the sales management module of 

the Odoo platform.

​ ​ ​ ​ ​ ​Real time functional tools ​ ​ ​ ​ ​Integrated servicing charges and timesheets

​ ​ ​ ​ ​ ​Draft sales quotations ​ ​ ​ ​ ​ ​Invoice customers based on services

​ ​ ​ ​ ​ ​Send out sales orders

Purchase and inventory management


The dedicated purchase as well as the inventory management and will deal with the product 

procurement aspects along with the warehouse management of the product stocks

​ ​ ​ ​ ​ ​ ​Send out request for quotation ​ ​ ​ ​3 way matching on purchase

​ ​ ​ ​ ​ ​ ​Draft purchase orders ​ ​ ​ ​ ​ ​Define product locations and warehouses

​ ​ ​ ​ ​ ​​Multiple vendor management ​ ​ ​ ​​Lots and serial numbers on products

​ ​ ​ ​ ​ ​​Manage vendor bills ​ ​ ​ ​ ​ ​Assign product expiry dates

Field services management


The dedicated field service management tool in Odoo will support you with the management of 

your field operations in the service providing industry


​ ​ ​ ​ ​Plan on-site tasks with employees ​ ​ ​ ​ ​Plan on-site tasks with employees

​ ​ ​ ​ ​Define tasks to be performed ​ ​ ​ ​ ​ ​Invoice based on timesheets

​ ​ ​ ​ ​Configured Google Maps ​ ​ ​ ​ ​​ ​ ​Sell products in the field