Seamless service management, simplified
Deliver projects on time and delight your customers. Coordinate timesheets, support tickets, planning, and field services—all effortlessly integrated, without manual coordination or scattered communication.
Project
Appointments
Timesheets
Field Service
Helpdesk
Planning
Project
The Odoo Project app is a powerful project management tool that helps teams plan, track, and deliver work efficiently. With a clean and intuitive interface, users can organise tasks using Kanban boards, Gantt charts, or calendar views, enabling clear visibility over deadlines, responsibilities, and progress.
Key Features
Planning
Get a clear understanding of your upcoming schedule.
Task management
Create subtasks, recurring tasks, and dependencies.
Document management
Dedicated workspace for each project.
Milestones
Track major progress points that must be reached to achieve success.
Track costs and revenues
Integrate with budgets, timesheets, purchases, and sales.
Reporting
Use predefined dashboards or build your own with advanced reporting engine.
Project Use Cases
Rachel, a project manager at a digital marketing agency, uses the Odoo Project app to coordinate client campaigns from start to finish. For each client, she sets up a dedicated project with tasks organised in a Kanban board—covering strategy, content creation, design, and reporting.
Team members are assigned tasks with clear deadlines and priorities, and they log their work using the Timesheets integration. When the project is complete, time spent is automatically pulled into the Sales app to generate an invoice, saving hours of manual tracking.
Timesheets
The Odoo Timesheets app is a smart and flexible time-tracking tool that allows teams to log and manage work hours across tasks, projects, and clients with ease. Whether entered manually, through timers, or via mobile devices, timesheets provide real-time visibility into how time is spent.
Key Features
Views
Switch between 5 different views as per your needs.
Reminders
Send reminders to users that have timesheets to encode or validate.
Validation
Validate entries in one click.
Sales orders
Link sales of services to timesheets.
Invoicing
Start and stop the timer from anywhere using keyboard shortcuts. See immediately who's working on what, and track your team's overtime.
Access rights
Grant or restrict your team's accesses.
Timesheets Use Cases
Emma, a senior consultant at a professional services firm, uses the Odoo Timesheets app to log her billable hours against specific client projects. Each day, she records time spent on tasks directly from the Project app, categorising them by activity type and project phase.
At the end of the week, her timesheet is automatically submitted for approval, and her hours flow into the Sales and Accounting apps to generate accurate client invoices.
Field Service
The Odoo Field Service app is a comprehensive solution for managing on-site operations, enabling businesses to plan, schedule, and track field tasks with ease. Designed for industries like maintenance, installation, repairs, and inspections, it allows teams to assign tasks, log time and materials, capture customer signatures, and generate invoices—all from a mobile-friendly interface.
Key Features
Calendar view
Simplicity is key. Plan and update your team's agenda by day, week, or hour using the calendar view.
Map view
Plan and view your itinerary on the map, making it easier to organize your day.
Gantt view
Manage your team's tasks with a simple drag and drop: plan dates, change assignees, and set up dependencies.
Mobile availability
Manage your work quickly and efficiently, even when you're on the move.
Tasks from Sales orders
Create tasks automatically when a sale of a certain product or service is made.
Time tracking
Use the integrated timer to track your working time directly from the task menu, and view time logs directly in the task chatter.
Field Service Use Cases
Mark, the operations director at a solar panel installation company, leverages Odoo Field Service to manage multiple installation crews working across the region. He uses the app’s planning view to allocate tasks for system installations, inspections, and maintenance visits, ensuring each team has the correct schedule and equipment.
Each job is linked to a sales order, so when a team finishes an installation, the invoicing process is already set in motion.
Helpdesk
The Odoo Helpdesk app is a robust support ticketing system designed to help businesses manage customer service efficiently. It allows teams to receive, track, and resolve customer inquiries through a structured and collaborative workflow. Tickets can be created manually, via email, or through a customer portal, and routed to the appropriate team based on tags, priority, or SLA rules.
Key Features
Track, prioritize, and solve customer tickets
Organize your tickets the way you want with the amazing Kanban view.
Multi Channels, Out-of-the-box
Get in touch with your customers where they are.
SLAs, Automation, Templates, and Canned Responses
Create your SLA rules, automate emails or actions. Define dynamic email templates to automate the most common responses
Sell support contracts
Sell support contracts to automatically provide helpdesk services to your customers.
Provide smarter self-service
Develop your self-service platform by directly linking your FAQ, training videos, and presentations on a ticket.
Ask Allow customers to close their tickets
Reduce the chance of error, avoid misunderstandings and leave more time for Helpdesk Teams to worry about what truly needs their attention.
Helpdesk Use Cases
James, an operations manager at an industrial equipment supplier, leverages Odoo Helpdesk to support clients who have purchased machinery. When a customer experiences a fault, they submit a ticket via the company website.
James reviews the ticket and links it to an existing Sales order, verifying warranty status before assigning a technician to investigate.
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Planning
The Odoo Planning app is a powerful scheduling tool designed to help businesses efficiently allocate resources, organise shifts, and manage workforce availability across projects and departments. With a visual, drag-and-drop interface, managers can create and adjust schedules in real time, assign tasks to employees based on their roles or availability, and avoid conflicts or overbooking.
Key Features
Visualize and optimize your schedule
Gain clarity and efficiency with a stunning Gantt chart tool. Templates, auto-planning, and recurrent tasks simplify your agenda management.
Shift cover
Create shifts and (re)assign them effortlessly using a user-friendly drag-and-drop interface. With the collaboration options, allow everyone on the team to see open shifts and switch them among one another.
Open shifts
Leave shifts unassigned and assign them with a simple drag and drop.
Schedule
Manage all shifts by organizing them by role, by employee, or by project.
Avoid conflicts
Get a warning if multiple shifts are scheduled simultaneously for an employee.
Pivot table analysis
Create advanced pivot tables and export the data in .xls files to open it in different software.
Planning Use Cases
Sophia, the operations manager at a cleaning services company, uses the Odoo Planning app to schedule her team across multiple client sites. Each week, she assigns shifts to cleaners based on their locations, skillsets, and availability—easily dragging and dropping tasks into the calendar.
The app is fully integrated with Time Off, so if an employee has leave approved, Sophia is immediately alerted and can adjust the schedule accordingly.
Appointments
The Odoo Appointments app is a streamlined scheduling tool that allows businesses to offer self-service bookings for meetings, consultations, or services. Customers can view real-time availability and book appointments directly from the website or a shared link, eliminating back-and-forth communication.
Key Features
From any device!
Online appointments from any connected device.
Calendar Integration
Fully integrated with the Odoo Calendar app.
Professional communication
Use pre-fabricated email templates to reach your customers.
Manage time with ease
Set employee schedules and manage resources the right way.
Leads/Opportunities
Automatically create opportunities from appointments.
Customers choose
Give the power to your customers to meet on their terms.
Appointments Use Cases
Emma, a financial advisor at a wealth management firm, uses the Odoo Appointments app to allow both new and existing clients to book consultations directly from the company’s website.
She sets up different appointment types—such as initial financial planning sessions or portfolio reviews—with specific durations, buffer times, and booking limits per day. Clients choose their preferred time slot based on Emma’s real-time availability, which syncs automatically with her Odoo Calendar to prevent double-booking.
