Odoo for Professional Services Firms
How consultancies, agencies and IT service firms run on Odoo: CRM to project handoff, timesheets, resource planning, retainers, billing and utilisation reporting.
ERP platform · Odoo
Overview
We set it up so maintenance work is planned around production rather than against it, and so spare parts are in stock before a technician needs them.
ERP Builders is an independent Odoo services company and is not affiliated with or endorsed by Odoo S.A. “Odoo” is a trademark of Odoo S.A.
01
Most plants start with the equipment register and preventive schedules, then add the rest.
Machines, tools and vehicles with serial numbers, location, vendor, warranty and work centre.
Recurring requests by calendar interval, with planned duration and assigned team.
Breakdown requests raised by operators, tracked through a kanban board to completion.
Internal technicians and external contractors, each with their own queue.
Mean time between failures, mean time to repair and cost by equipment.
02
When equipment is linked to a work centre, planned maintenance shows up against production capacity, so planners do not schedule a job on a machine that is down for service.
Spare parts are ordinary inventory products, so reorder rules keep critical spares in stock and their consumption is costed correctly.
Process
Collect equipment lists and current maintenance logs.
Define preventive intervals per equipment class.
Teams, stages, work-centre links and spares.
Load equipment and open requests.
Operators, technicians and supervisors.
Related
Insights
How consultancies, agencies and IT service firms run on Odoo: CRM to project handoff, timesheets, resource planning, retainers, billing and utilisation reporting.
How construction firms use Odoo: job costing with projects and analytic accounts, purchasing per site, subcontractors, progress billing, retention and equipment.
How Odoo fits food and beverage businesses: lot tracking and expiry dates, recalls, recipes and BOMs, quality checks, FEFO picking, shelf life and allergen data.
FAQ
Standard preventive maintenance is calendar-based. Usage-based triggers, such as hours or cycles, can be added with a small customisation that reads counters from the machine or operator input.
A Maintenance app has been available in Community, with some features such as work-centre integration depending on edition. We confirm what your version includes.
Yes. Vehicles can be equipment in Maintenance, and Odoo's Fleet app can be used alongside for contracts and fuel logs.
Comparisons
Next step
Send us your equipment list and we will propose a preventive maintenance setup in Odoo.