Odoo for professional services: projects, time and billing in one place
For consultancies, agencies, engineering and accounting firms: run work by project, log time, invoice by the hour or at a fixed price, and see which projects make money.
When billable hours go missing
Consultants fill in timesheets at the end of the week from memory, or not at all. Invoices go out late because someone has to collect hours and expenses from five places. Nobody knows a project is over budget until it has already lost money.
Sales tracks deals in one tool, delivery runs projects in another and finance invoices from a third, so every handover means retyping the scope.
In Odoo, the deal, the project, the timesheets, the expenses and the invoice are linked, so time logged today can go on the next invoice.
How Odoo handles it
All of it is standard Odoo. We set it up around your services, contracts and team.
From deal to project
A confirmed quotation can create the project and its tasks, so delivery starts from the scope that was sold.
Timesheets
Time logged against tasks from a browser or phone, with a timer, and reviewed before it is invoiced.
Billing models
Invoice on timesheets, on milestones or at a fixed price, with a different model per service line on the same order.
Expenses
Receipts photographed on a phone, approved, and re-invoiced to the client where the contract allows it.
Project profitability
Each project shows hours, costs, amounts invoiced and amounts still to invoice, so you see the margin while the work is running.
CRM
Leads and opportunities in one pipeline, with quotations built from your list of services.
People
Employee records and time off, and with Odoo Enterprise, planning of who works on which project and when.
The Odoo apps that matter for a services firm
Project
Projects, tasks, deadlines and stages, with a view for each team.
Timesheets
Time per task and per person, ready for invoicing and payroll.
CRM
Every lead and follow-up in one pipeline.
Sales
Quotations and contracts that create projects and drive invoicing.
Accounting
Invoices, payments and project costs posted from the documents that caused them.
Expenses
Receipts snapped on a phone, approved and reimbursed through accounting.
Employees
One record per person: contract, department and documents.
Time Off
Leave requests and approvals with balances everyone can see.
Planning, Helpdesk and Sign are Odoo Enterprise apps some firms add later. We’ll tell you which edition fits after discovery.
What Kites does for a services firm
Implementation
We set up your services, project templates, timesheet rules and invoicing in Odoo. See Odoo implementation.
Customisation
Billing rules, approval steps and reports that standard Odoo does not cover, written as custom modules. See Odoo customisation.
Integrations
HubSpot, Salesforce, Slack, Google and other tools your team already uses, connected to Odoo. See Odoo integrations.
Client portals
Odoo’s customer portal, or a web portal built for your clients, showing projects, documents and invoices.
Hosting, training and support
Hosting for your Odoo database, training for consultants and finance, and support after go-live.
Questions from services firms
Can clients see how their project is going?
Yes. Odoo’s customer portal can show clients their tasks, timesheets, quotations and invoices, depending on what you choose to share.
Can we bill some clients by the hour and others at a fixed price?
Yes. Each service can be invoiced on timesheets, on milestones or at a fixed price, and one order can mix them.
Can staff log time from their phones?
Yes. Timesheets work in a phone browser, and Odoo Enterprise includes mobile apps.
We use HubSpot or Salesforce for sales. Can we keep it?
Yes. Either can be connected to Odoo so won deals reach projects and invoicing without retyping. Whether you keep it or move to Odoo CRM is something we work through in discovery.
Is Odoo too much for a small firm?
You only switch on the apps you use. A small firm might start with Project, Timesheets and Invoicing and add more later.
Related pages
Stop losing billable hours
Tell us how you sell, deliver and invoice your work today. On a free call we’ll tell you how it would run in Odoo.