Services
The hours your team works, the invoices your clients pay.
Agencies, consultancies, engineering firms, and professional-service businesses running Odoo for project tracking, time billing, retainers, project profitability, and the multi-currency invoicing global clients expect. The utilisation report your partners actually trust.
Processes
What we configure for Professional services.
Configure the standard product first; customise only when standard truly cannot.
-
01
Project tracking
Tasks, milestones, deliverables, and the dependencies that determine when you can ship. Project gantt and kanban views for the practitioner, project margin views for the leader.
-
02
Timesheets
Time entered against tasks, by client, by project, in one place. Approval workflow tied to the engagement, billing rate per practitioner per project where it differs.
-
03
Retainers and recurring
Recurring retainer billing, drawdown against retainer balance, top-up alerts, the contract reality of long-term client relationships.
-
04
Project profitability
Effort sold, effort delivered, expenses, sub-contractor cost, overhead allocation. Project profit visible from day one, not month four.
-
05
Utilisation
Practitioner utilisation against billable target, by week, by quarter, by year. The number partners actually run the firm on.
Pain, addressed
Where Professional services clients usually start.
-
01 · The pain
Project margin is a guess until invoices land, sometimes never.
Our answer
Real-time project margin: budgeted effort, actual time, expenses, sub-contractor cost, all in one place. Refreshed every time a timesheet is approved.
-
02 · The pain
Timesheets are submitted three weeks late, billing slips with them.
Our answer
Timesheet approval workflow with reminders, manager approval before lock, automatic invoice draft generation. The bottleneck moves from "did anyone do timesheets" to "did anyone review them".
-
03 · The pain
Retainer balances are a separate spreadsheet that drifts from the system.
Our answer
Retainer balance held against the customer, drawn down by the time spent, top-up triggers when balance falls below threshold.
-
04 · The pain
Multi-currency invoicing for global clients is a manual mess.
Our answer
Customer-currency invoicing with internal-currency reporting, FX gains and losses journaled at receipt. Global client work without the spreadsheet workaround.
What we ship
A typical Professional services engagement.
Configured artefacts you receive at handover. Yours to keep, yours to share with any successor.
- Project structure with task templates per service line
- Timesheet workflow with approval and lock
- Retainer accounting with drawdown and top-up
- Project profitability and utilisation reports
- Multi-currency invoicing for global clients
- Recurring billing for managed-service offerings
Services
Most Professional services engagements use these.
Frequently asked
Questions about Professional services.
Can Odoo replace Harvest or Toggl for time tracking? +
Yes. Odoo timesheets are simpler than dedicated time-tracking apps for the practitioner, and far better integrated with billing and project margin. The practitioner experience is good enough that adoption sticks.
How do retainer agreements work? +
Retainer is a customer balance held in advance. Time logged against the retained engagement reduces the balance. Top-up reminders fire below threshold. We configure the accounting so revenue is recognised correctly as work is performed, not when the retainer is paid.
Does Odoo handle revenue recognition for milestone-based projects? +
Yes. Manual or automated revenue recognition tied to milestone delivery, percentage of completion, or input-based methods. Configured to match your accounting policy.
Can practitioners see only the projects they are on? +
Yes. Record rules in Odoo restrict practitioner visibility to assigned projects and clients. Partners see the firm; practitioners see their work.
Other industries
We work across every industry.
Tell us about your Professional services project.
A short note is enough. We answer in person, within one business day.