ODOO FOR PROFESSIONAL SERVICES
Connect sales, delivery and recurring client service.
Connect opportunities, quotations, contracts, people, projects, time, support, expenses, billing and profitability.
Professional Services Center
Live delivery viewBrand Experience Rollout
Sold vs Delivered
Sales & Contracts
Convert demand into approved services and recurring agreements.
Projects & Delivery
Coordinate tasks, milestones, documents and client outcomes.
People & Time
Plan teams and capture billable and non-billable effort.
Billing & Support
Connect projects, support, recurring services and finance.
ONE CONNECTED OPERATING MODEL
Professional services built around the Odoo platform
RQM connects standard Odoo CRM, Sales, Sign, Project, Planning, Timesheets, Expenses, Helpdesk, Subscriptions, Documents, Invoicing and Accounting. Commercial, delivery, support and financial records can share one operational foundation.
CONNECTED SERVICE FOUNDATION
One connected foundation for every client service
A project and its analytic account can connect the quotation, resources, tasks, milestones, timesheets, expenses, purchases, invoices and profitability. Subscriptions and Helpdesk can extend the relationship into recurring delivery and client support.
- Follow each service from opportunity through delivery, support and renewal.
- Allocate employees by role, availability, project and sold service.
- Support fixed-price, milestone, timesheet and recurring billing models.
- Give leaders current sales, capacity, delivery, support and margin visibility.
CORE CAPABILITIES
What RQM can configure for professional services
We configure a connected operating model for agencies, engineering firms, IT providers, legal and accounting practices, and other project-based service companies. The design follows your offerings, contract models, delivery stages, staffing and financial controls.
CRM, Proposals and Service Sales
Qualify opportunities, coordinate follow-ups and prepare quotations with clear services, optional items, pricing and commercial terms.
CRM · Sales · Pricelists · SignContracts and Recurring Services
Manage fixed engagements and recurring service plans with renewals, periodic invoicing and customer lifecycle visibility.
Sales · Subscriptions · Sign · InvoicingProjects, Tasks and Deliverables
Create projects or tasks from sold services and manage stages, milestones, dependencies, activities, documents and delivery status.
Project · Tasks · Milestones · DocumentsResource Planning and Time Capture
Plan employees by role, project or sales order; publish schedules and capture billable and non-billable time.
Planning · Employees · Timesheets · ProjectsClient Support and Service Levels
Receive client requests, apply support stages and service-level targets, record work and bill eligible support time.
Helpdesk · SLA Rules · Timesheets · SalesBilling, Expenses and Profitability
Invoice fixed, milestone, timesheet, support or recurring services; reinvoice eligible expenses and compare revenue with delivery costs.
Sales · Expenses · Project Profitability · AccountingLEAD TO LIFETIME SERVICE
A connected professional-service lifecycle
Sell
Qualify the opportunity, identify the required service and coordinate commercial follow-up.
Scope
Define deliverables, assumptions, pricing, terms, acceptance and the appropriate billing model.
Plan
Create the delivery structure and allocate roles, capacity, milestones, tasks and budget.
Deliver
Complete work, manage documents and approvals, and record time, expenses and status.
Support
Resolve client requests, track service levels and connect eligible support work to billing.
Invoice
Validate delivered or recurring value, issue invoices and review collection, cost and profitability.
FROM FRAGMENTED TO CONNECTED
What changes with an integrated platform
RQM IMPLEMENTATION APPROACH
Configured around how your professional-services company works
Map lead, quotation, contract, staffing, delivery, support, timesheet, expense, billing and reporting workflows.
Define the Odoo applications, service and analytic model, roles, permissions, pricing, integrations and required extensions.
Configure workflows, migrate approved data, test full business scenarios and train each user group.
Support adoption, monitor real usage and introduce further automation in controlled phases.
FREQUENTLY ASKED QUESTIONS
What professional-services leaders usually ask
Which professional-services billing models can Odoo support?
Standard Odoo supports prepaid or fixed-price services, milestone invoicing, billing based on timesheets, reinvoiced expenses and recurring subscription invoices. Products, contracts, project links and approval controls must be configured for each model.
Can teams plan work and record billable time?
Yes. Planning can allocate resources by role, project or sales order, while Timesheets records work against projects and tasks. Billable targets and approvals should be designed around the company’s policy.
Can support and recurring services connect with billing?
Yes. Helpdesk can track and bill time through Sales and Timesheets, while Subscriptions supports recurring plans, renewals and periodic invoicing. Entitlements, retainers and complex service-credit rules may require additional configuration.
Must all professional-services processes go live together?
No. A phased rollout can establish CRM, service sales, projects and finance first, then add resource planning, support, subscriptions, advanced billing and management reporting after the operating foundation is stable.