Project Management
Projects
Project management in a modern online environment.
Work tasks as individual projects quickly and easily. Odoo's open source interface allows you to track each project clearly, customize the view to your needs, and check everything in the calendar. You can schedule tasks and other activities while getting ongoing information and analysis on the project from Odoo.
With the information in one place, the team leader can easily plan the work for individual team members, even taking into account planned staff absences. By analyzing older projects, you can make educated guesses about what you'll need in new projects. Work through the different phases of the project, add documents and notes, share them, discuss them with teammates. You can do all this online in Odoo.
Timesheets
Knowing what and when and being in control will help you with Odoo.
Keep track of your subordinates' time, monitor how the team is progressing, compare how much time you planned for the task and how much was actually needed. This will help you to manage your team and plan their work properly. With a clear view, you won't overload or underestimate anyone.
Odoo allows you to easily generate an overview of hours to be invoiced on individual projects, and for recurring invoicing this can also be set up automatically. You can check that you haven't underestimated the number of hours in your budget and that you're keeping your team in the black. With the scheduled leave report, you can easily shift tasks to another team member or move the schedule as needed. With Odoo, it will be more true than ever that time is money.
Field Service
Do you work in the field? Odoo can track you there too.
If you work in the field, you need a simple tool to keep track of the work you've done that you can use from anywhere. And Odoo provides just such a software, even on mobile phones. Schedule appointments with it, distribute tasks to employees, plan fieldwork routes for individual people, and record the time they spend in the field, both automatically and manually.
In Odoo you can prepare your own workflows, prepare quotes and invoice your services directly from Odoo. All you need is any device connected to the internet. Nothing needs to be downloaded, just open a web browser. It can also be used to sell products, such as spare parts for repairs, etc. Everything is ready at the click of a button. Invoices can be sent electronically, the handover report can be signed directly in the app.
Helpdesk
Provide customer support at a great level.
Odoo Helpdesk has a friendly user interface for easy and efficient communication with customers. Work with individual tabs in a clear view. The customer service manager will have instant information online about who is how busy, how many cards are closed, in progress or who is still waiting for communication to start. Contact is already in the basic version via web interface, email and live chat, all covered by Odoo.
The system works with the data so that it is possible to use predefined answers to frequently asked questions, or templates or automatic answers. Odoo Helpdesk can be linked to a knowledge base, opinion videos or engage company experts in live chat.
Planning
Plan with Odoo to make more profit.
Odoo Scheduling works with an advanced version of the Gantt chart, a bar chart that combines information about the schedule and individual tasks. It clearly displays what is to be done when and allows online editing of the displayed information and team tasks. It can be used to plan work shifts, book human and other resources for a specific project and organise everything in a user-friendly environment.
Give individual team members access and they will only see information that specifically applies to them in their personal portal. They will be able to apply for available shifts or assignments themselves, or change their availability information on any given day. Scheduling can be accessed not only from a computer, but also from a smartphone. This way, everyone will know in good time what tasks are waiting for them.
Meetings
The self-service booking system works even when you're not at work.
Manage your appointments online in Odoo and automate the confirmation of individual appointments. Your customers can suggest appointments directly to your calendar, just post a link to it on the web, on social media or in your email signature. The system simply shows you when you have time for an appointment.
Those interested in a meeting can choose with whom they want to meet, choose a date from those available and whether they want a personal or other meeting. Both parties will receive a confirmation email after it has been saved in the system. Each company representative can limit the time slot for the meeting to their working hours, and even differently for each day. The available date disappears from the calendar as soon as the meeting is confirmed, so you cannot have two meetings on the same date. Send customers a reminder of the appointment date so they don't forget. This avoids misunderstandings and gives customers a chance to reschedule if their schedule changes.