Cases
Technical service companies
Service contracts, technicians and parts, from planning to invoice.
- Sales
- Field Service
- Helpdesk
- Inventory
- Invoicing
Example: a service company with maintenance contracts on air conditioning
TechService North maintains air conditioning units for hundreds of businesses, each under an annual maintenance contract. Here's how Odoo automatically turns those contracts into scheduled visits.
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1. Service contract
The maintenance contract is set up in the Sales app, including the maintenance frequency (twice a year, say) and recurring invoicing.
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2. Visits scheduled automatically
Based on that frequency, the Field Service app automatically schedules the maintenance visits with an available technician, visible well in advance in the planning. Besides these scheduled visits, a customer can also log a fault through the Helpdesk app: Odoo automatically tracks the agreed response time (SLA) per ticket type — within 4 hours for a critical fault, say — and flags a ticket as soon as it's at risk of running late.
Customer Frequency Next visit Technician Kantoor Zuidas BV 2x per year Oct 14 Milan de Groot Gym FitPlus 4x per year Oct 22 Nora El Amrani Hotel Waterfront 1x per year Nov 3 Milan de Groot Ticket type Response time (SLA) Status Critical fault (no cooling) Within 4 hours On time Scheduled maintenance Pre-planned Scheduled Minor fix Within 1 business day Nearly due -
3. Everything on site, on the phone
On site, the technician sees the installation's history and a checklist for that type of unit on their phone, and logs which parts (filter, refrigerant) they use.
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4. Parts deducted straight from stock
Parts used are automatically deducted from the technician's van stock, linked to Inventory — so there's always visibility into what's still on board.
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5. Digital signature and invoice
The customer signs off digitally, the service report is generated automatically, and any parts outside the contract are added straight to the invoice.
The result
Service contracts automatically drive the schedule, technicians work entirely from their phone on site, and invoicing runs without an extra step. An extra checklist for a new type of installation is created just like that.