Define service catalogue, scope and commercial model
ERP by Business Model
SRV
Connect sales, delivery, people, time and profitability for service-based businesses.
Service companies sell expertise and execution. ERP turns the promise made in sales into structured projects, tasks, timesheets, expenses, milestones and invoicing.
How the business works
Professional and field-service businesses balance pipeline, capacity, projects, staff skills, time, expenses, customer communication and recurring or milestone billing. Profitability depends on connecting commercial and delivery data.
Before ERP
Where visibility and control usually break down
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Sales scope does not flow cleanly into delivery
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Teams work from separate task tools and spreadsheets
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Time and expenses are captured late
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Managers cannot see project margin during delivery
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Invoices depend on manual milestone follow-up
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Resource capacity is difficult to plan
Connected Operating Model
How the business becomes one ERP flow
The goal is not simply to install software. The goal is to let data and transactions move across teams without duplicate entry or blind spots.
1
Opportunity
2
Proposal
3
Project creation
4
Planning
5
Tasks & field work
6
Time & expenses
7
Milestone billing
8
Project margin
Odoo Platform
The apps that form the operational core
We start with standard Odoo workflows, then close only the real gaps with controlled customization or integration where it creates measurable value.
CRM
Sales
Project
Planning
Timesheets
Field Service
Expenses
Accounting
From Current State to ERP
A practical transformation roadmap without uncontrolled change
Connect sold services to project templates
Standardize task, time, expense and approval flows
Automate recurring or milestone invoicing
Build utilization, delivery and profitability dashboards
Business Outcome
What should become clearer after transformation?
✓
Cleaner handover from sales to delivery
✓
Better resource and workload visibility
✓
Faster billing with fewer missed milestones
✓
Real project and customer profitability
Service Businesses
Start the Discovery
Let us turn your current operation into a clear, scalable ERP model.
We start by understanding your operating model, then identify what can stay standard and what truly requires integration or customization.
