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Project

Unleash Project Success with Odoo Project Management

Odoo Project Management empowers you to take control of your projects, boost team productivity, and achieve remarkable results. Bid farewell to chaos and welcome simplicity with Odoo, the ultimate project management solution. Streamline your tasks, enhance collaboration, and boost productivity effortlessly.

Tailored Views for Every Task

Kanban View

Organise tasks seamlessly with the intuitive Kanban view. Drag and drop tasks effortlessly to maintain a clear pipeline.

Gantt View

Gain a bird’s-eye view of your project timeline, dependencies, and scheduled dates for precise planning and execution.

List View

Access comprehensive task details and perform bulk actions with ease, ensuring efficient task management.

Comprehensive Feature Suite

Stakeholder Engagement

Engage customers and stakeholders by granting selective access to project details, fostering transparent communication.

Timesheet Integration

Accurately track billable hours and effortlessly invoice customers based on task duration or milestones achieved.

Project Insights

Stay informed with real-time updates on project profitability, milestones, resources, and tasks, empowering you to make informed decisions.

Integrated Planning

Gain insights into upcoming planning activities with seamless integration.

Milestone Tracking

Monitor critical progress points essential for project success.

Task Management

Create subtasks, recurring tasks, and dependencies for efficient task execution.

Cost and Revenue Tracking

Track project costs and revenues effortlessly by integrating budgets, timesheets, purchases, and sales.

Document Management

Access dedicated workspaces for each project, ensuring organised document management.

Advanced Reporting

Leverage customizable dashboards and reports to gain actionable insights into project performance.

Experience the power of Odoo project management.

Request a free demo

Time Sheet

Effortless Time Tracking. Streamlined Invoicing. Increased Profitability.

Odoo Timesheets empowers your team to track and manage billable hours with ease. Our all-in-one solution simplifies timesheet creation, approval, and invoicing, ensuring you never lose track of valuable time.
Effortless Time Entry
  • Smart Time Tracking: Launch timers on-the-fly and seamlessly link them to projects, tasks, or sales orders. Eliminate missing data and ensure accurate billing.
  • Flexible Time Entry: Encode time in hours, minutes, days, or half days, and set up rounding rules for a perfect fit with your workflows.
  • Keyboard Shortcuts: Boost efficiency with keyboard shortcuts for starting and stopping timers, maximising productivity.
  • Mobile App Convenience: Track time on-the-go with the user-friendly Odoo Timesheet mobile app.
  • Overtime Tracking: Gain instant insight into overtime or missing hours, allowing for proactive staffing adjustments.
  • Visibility Control: Restrict visibility of timesheets for enhanced data security and privacy.
  • One-Click Validation: Streamline approvals with quick one-click validation of timesheets.
  • Customizable Reminders: Set up periodic email reminders to ensure timely timesheet completion and validation.
  • Invoice Directly from Timesheets: Effortlessly convert billable hours into invoices and bill clients based on actual time spent.
  • Custom Invoicing Policies:Choose to invoice all recorded timesheets or only validated ones for complete control over your billing process.
  • Seamless Updates: Easily modify linked sales orders and update rates as needed, ensuring accurate invoicing.
  • Powerful Reporting: Gain valuable insights with comprehensive timesheet analysis. Analyse data by task, project, team member, and billing type to identify areas for improvement and optimise project delivery.
  • Comparative Analysis: Compare planned hours with actual worked hours to gain valuable insights into project progress and resource allocation.
  • Attendance Tracking: Cross-reference timesheet data with logged attendance for comprehensive team performance analysis.

Ready to take control of your time and streamline your invoicing process?

Request a free demo

Field service

Manage schedules, optimise routes, and generate accurate invoices.

Odoo Field Service is your one-stop solution for streamlined field service operations. Take control of your mobile workforce and optimise every aspect of your field service operations with ease. Stay productive on-the-go with our mobile app, enabling you to manage your work quickly and efficiently from anywhere.

Visual Task Views

Kanban View

Gain a clear overview of your team's tasks, visually grouped by dates or custom stages, for effective task organisation.

Map View

Plan and view your itinerary on the map, simplifying your day-to-day organisation and optimising travel routes.

Gantt View

Easily manage your team's tasks with drag-and-drop functionality, avoiding double booking and ensuring smooth task scheduling.

Calendar View

Plan your agenda effortlessly by day, week, or hour using a simple calendar view for efficient time management.

List View

Perform mass actions such as sending messages, emails, and reports, or archive and delete tasks seamlessly on-the-fly.

Efficient Task Management
  • Chatter: Centralise all activities in a single log, including calls, emails, meetings, reminders, and work notes, for streamlined communication and collaboration.
  • Automated Task Creation: Generate tasks automatically via email aliases, web forms, sales orders, or helpdesk tickets, ensuring smooth workflow automation and collaboration.
  • Timesheets: Track working time directly from the task menu and view time logs in the task chatter, facilitating accurate time tracking and project costing.
  • Recurring Tasks: Automate the creation of recurring tasks, such as maintenance or meetings, for enhanced efficiency and productivity.
  • Product Catalog: Add salable products with a single tap, simplifying product management and sales processes.
  • Quotations and Invoices: Create and send quotations while on the job, and generate draft invoices directly from the task form, capturing tracked working time and sold products automatically.
  • Accurate Inventory: Define default warehouses per team member and add tracked products to tasks, keeping inventory up to date effortlessly.
  • Pivot Tables and Graphs: Analyze your team's tasks with pivot tables and build reports using bar, pie, and line charts, enabling data-driven decision-making.
  • Tasks and Worksheet: Create various reports for tasks and worksheets, based on customizable measures, filters, and time ranges, to gain valuable insights and improve onsite work.
  • Customer Ratings and Project Profitability: Gather feedback, measure customer satisfaction, and evaluate project profitability to ensure ongoing success and growth.

Ready to revolutionise your task management?

Request a free demo

Helpdesk

Revolutionise Your Customer Support Experience with Odoo Helpdesk

Empower your support team and elevate customer satisfaction to new heights with Odoo Helpdesk. Our comprehensive solution streamlines ticket management, boosts team productivity, and enhances customer engagement.

Key Features

Intuitive Interface

Track, prioritise, and resolve customer tickets effortlessly with our sleek and user-friendly interface.

Multi-Channel Support

Engage customers across various channels, including email, live chat, and online forms, for seamless communication.

Optimised Productivity

Enhance team efficiency with SLAs, automation, templates, and canned responses, ensuring swift and accurate ticket resolution.

Support Contracts

Simplify contract management by selling, renewing, and upselling support services effortlessly.

Smarter Self-Service

Empower customers with a built-in knowledge base and self-service options, reducing dependency on support agents.

Customer Autonomy

Grant customers the ability to close their own tickets, promoting autonomy and improving productivity.

Why Choose Odoo Helpdesk?

Custom Team Configurations

Tailor teams based on workflow, customer, department, and more.

Automated Assignment

Assign tickets automatically, optimizing resource allocation and workflow efficiency.

Integration

Seamlessly integrate additional support features such as eLearning courses, community forums, and knowledge articles.

Live Chat Support

Engage visitors instantly with live chat functionality, providing real-time assistance and ticket creation.

Chat Bot Support

Enable chat bots to automate responses and ticket creation, enhancing support efficiency.

Refunds and Returns

Process refunds and returns directly from tickets, ensuring swift resolution of customer issues.

Field Service Tasks

Manage onsite interventions seamlessly through the Field Service application, improving service delivery.

Coupon Codes and Discounts

Offer discounts and promotions directly from tickets, enhancing customer satisfaction.

Performance Tracking

Monitor team performance, SLA success, and customer feedback with comprehensive reporting and ratings.

Experience the power of Odoo Helpdesk and unlock a new era of efficient and customer-centric support.

Request a free demo

Planning

Elevate Your Workforce Management with Odoo Planning

Prepare for any scenario and optimise your team’s efficiency with Odoo Planning. Our robust solution simplifies scheduling, enhances coordination, and empowers employees for seamless collaboration.

Key Features

Visualised Scheduling

Gain clarity and efficiency with our stunning Gantt chart tool. Easily visualise and optimise your schedule with templates, auto-planning, and recurrent tasks.

Shift Management

Take control of your planning with effortless creation and assignment of shifts. Utilise a user-friendly drag-and-drop interface to manage shifts and allow team collaboration for seamless shift swaps.
User Profiles and Options
  • Comprehensive Profiles: Enhance employee profiles with resumes, skills, and onboarding/offboarding plans. Easily search and filter employees based on their work experience, education, and certifications.
  • Request Appraisals: Enable employees and managers to request performance reviews directly from employee records, ensuring continuous feedback and development.
  • Request Time Off: Streamline time-off requests by allowing employees to submit requests directly from their profiles, improving efficiency and transparency.
  • Signature Requests: Simplify document management by sending signature requests directly from employee records, facilitating seamless review and approval processes.
  • Time Off: Monitor remaining days off and access the Time Off application directly from employee profiles for seamless leave management.
  • Planning: View upcoming work schedules and initiate shift swaps directly from employee profiles, enhancing scheduling flexibility and efficiency.
  • Timesheets: Access past week's timesheet entries and add new entries effortlessly from employee profiles, ensuring accurate time tracking.
  • Equipment and Contracts: Track assigned equipment, contract statuses, and document signings directly from employee profiles, facilitating efficient equipment management and contract tracking.
  • Access Rights: Configure access levels for employees, managers, and team leads to ensure data privacy and security.
  • Employee Editing: Allow or restrict employees from editing their own data to maintain data integrity.
  • Departmental Organisation: Create and categorise departments based on responsibilities, enabling streamlined organisation and management.
  • Seamless Integration:Integrate seamlessly with other Odoo applications for comprehensive workforce management and streamlined operations.
  • Scalability: Scale your workforce management solution as your business grows, ensuring flexibility and adaptability to evolving needs..
  • Support and Training: Access comprehensive support and training resources to maximise the potential of Odoo Planning and drive business success.

Unlock Seamless Appointment Scheduling with Odoo Appointments .

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Appointments

Streamline the scheduling process

Empower your customers to schedule meetings at their convenience with Odoo Appointments. Streamline the scheduling process, connect effortlessly with clients, and optimise resource management for enhanced productivity.

Key Features

Easy Scheduling

Simplify appointment booking with a few clicks. Customers can view availability and secure a time slot effortlessly, enhancing the booking experience.

Integration with Calendars

Seamlessly integrate with Calendar apps like Microsoft Outlook and Google Calendar for efficient schedule management and synchronisation.

Video Conferencing

Utilise convenient video conferencing features to connect with customers remotely and close more sales with ease.
Efficient Resource Management
  • Resource and Staff Schedules: Manage appointments efficiently with comprehensive resource and staff schedules, ensuring optimal resource allocation and utilisation.
  • Reporting and Analysis: Analyse booking data to optimise resource allocation based on demand, ensuring availability when customers need it most.
  • Flexible Scheduling: Allow customers to schedule meetings based on their availability, preferences, and time zones, enhancing scheduling flexibility and convenience.
  • Personalised Communication: Customise scheduling options, appointment pages, and communication templates to tailor the booking experience to your brand and customer preferences.
  • Custom Appointment Pages: Customise appointment pages and options, including cancellation and rescheduling deadlines, to align with your business requirements and preferences.
  • Integration with Sales Processes:Automatically create leads and opportunities from booked meetings in Appointments, streamlining the sales process and lead generation.
  • Enhanced Customer Experience: Provide a seamless and convenient booking experience for customers, improving satisfaction and loyalty.
  • Efficient Resource Management:Optimise resource allocation and utilisation with comprehensive scheduling and reporting features.
  • Scalability and Flexibility: Scale your appointment scheduling solution as your business grows and adapt it to evolving needs with customizable features and integrations.

Explore Odoo Appointments today and unlock a new level of efficiency.

Request a free demo

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