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Industry

Odoo ERP for
Professional Services Firms

In a services firm, the product is billable time. We configure Odoo so utilisation, project margin, and unbilled work are visible weekly rather than discovered at invoicing.

Get free consultation How we configure it
  • ✓Timesheets tied to projects and billing rates
  • ✓Retainer, milestone, and time-and-material billing
  • ✓Resource planning against committed work
  • ✓Expense capture and client recovery
Sector challenges

Where services firms leak revenue

Unbilled hours and unrecovered expenses rarely appear on any report until the year has closed.

Late Timesheets

Hours are recalled at month end instead of recorded daily.

Unbilled Work

Effort delivered outside the scope is never converted to an invoice.

Unknown Utilisation

Nobody can say what proportion of the team is on billable work this week.

Expense Leakage

Client-recoverable expenses are absorbed because nobody attached the receipt.

Scope Creep

Change requests are agreed by email and never repriced.

Retainer Erosion

Retainer clients consume more hours than the fee covers, silently.

Our approach

How we configure Odoo for services

Timesheet Capture

Daily entry on mobile or desktop, tied to a project, task, and billing rate.

Project Profitability

Revenue, cost, and margin per project updated as time and expenses post.

Flexible Billing

Fixed fee, milestone, retainer, and time-and-material invoicing from the same records.

Resource Planning

Forecast allocation against confirmed and pipeline work to spot gaps early.

Expense Management

Mobile receipt capture with client recovery flags and approval workflow.

Pipeline to Delivery

CRM opportunities convert into projects with scope and budget carried across.

Odoo apps in this build

Project Timesheets Sales Invoicing Accounting CRM Expenses Employees Planning Reporting

Firms we serve

Consulting Firms

Engagement-based work with senior time as the primary cost.

Creative Agencies

Retainers, project work, and third-party pass-through costs.

IT Services

Mixed fixed-price and time-and-material delivery across client accounts.

Architecture & Engineering

Stage-based fees with drawing revisions and site expenses.

What the firm gets

Weekly

Utilisation by person and team

Live

Margin on every engagement

Recovered

Client expenses billed, not absorbed

Faster

Invoicing straight from timesheets

Frequently asked questions

Yes. A client can hold a retainer agreement and separate project engagements, each invoiced on its own terms.

Yes. Billable against available hours is reported per person, team, and period.

Yes. Timesheet entry, expense capture, and approvals all work from the phone.

Yes. A won opportunity converts into a project with its budget and scope already attached.

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