Field Service Software

Odoo for Field Service Companies

Construction trades, pool service, security installers: quote the job, schedule the crew, capture the work on site and invoice the same day, in one Odoo system.

Official Odoo partner
Ready Partner
Official Odoo partner
Odoo experts
20+
Odoo experts
Legacy data migrations
120+
Legacy data migrations

Why Field Service Companies Choose Odoo with Brazen Group

A service truck parked outside a house at dusk while a technician unloads equipment

From quote to paid, one system

Quotes, jobs, parts and invoices connected, the way Controlled Key Systems runs its installation and service work.

Crews that have what they need

Technicians see the job, the history and the worksheet on their phone.

AI on top of your Odoo data

Ask Odoo questions in plain language with AI Voice Reports, powered by Claude, and hand routine drafting to AI.

Delivered by certified Odoo experts

An Official Odoo Ready Partner with 20+ Odoo experts, from first workshop to go-live and support.

Quotes, jobs and scheduling

Win the job and put the right crew on it. Quotes become field service tasks, planned on a calendar, Gantt chart or map.

Talk to us about schedulingA pool service technician tests the water at a residential swimming pool

Capabilities

  • Quotations with online signature that create the job
  • Field service tasks on calendar, Gantt and map views
  • Crews and technicians planned with Odoo Planning
  • Jobs created from Helpdesk requests

Controls

  • Overlapping bookings highlighted on the planning view
  • Every job linked to its quote, customer and invoice

Technicians on site

Capture the work where it happens. Worksheets, photos, parts and the customer’s signature go straight into Odoo from a phone or tablet.

See Odoo for field and tech servicesA construction technician records work on a tablet at a building site

Capabilities

  • Worksheets with checklists and photos for each type of job
  • Parts used on site taken from van or warehouse stock
  • A built-in timer for the time on each job
  • The customer’s signature on the report

Controls

  • Required worksheet fields completed before a job is done
  • A signed report for every completed visit

Maintenance contracts and recurring visits

Turn one-off jobs into recurring revenue. Maintenance plans schedule the visits and bill on time.

Ask about maintenance contracts

Capabilities

  • Recurring visits for maintenance plans
  • Recurring invoices with Odoo Subscriptions
  • Service history for every customer site
  • Reminders before a contract renews

Controls

  • Every visit billed or covered by a plan
  • Renewals visible before they lapse

AI and innovation for field service companies

Know how the business is doing from the truck.

Read: AI Voice Reports for OdooA field service owner checks job charts on a tablet in a service truck

Capabilities

  • Ask Odoo for today’s jobs, unbilled work or technician hours, by voice or text
  • Claude drafts job summaries and customer follow-ups from worksheets, for your team to review
  • Customers send and follow requests in the Odoo customer portal

Controls

  • A person reviews anything AI drafts before it goes out
  • Built on your existing Odoo permissions

Implementation and migration

Move from QuickBooks, spreadsheets or an older system without losing history. We plan the rollout with you, migrate the data, train the team and stay on for support.

See Odoo implementation services

Capabilities

  • Discovery workshops that map your real processes
  • Configuration, custom modules and Odoo Studio changes where needed
  • Data migration from QuickBooks and legacy systems (120+ completed)
  • Training, go-live support and ongoing optimization

Controls

  • Migrated data validated before cut-over
  • A test environment before anything reaches production

The Odoo Apps Field Service Companies Use

One database, so every app sees the same orders, stock and costs.

  • Field Service
  • Helpdesk
  • Planning
  • Sales
  • Inventory
  • Subscriptions
  • Sign
  • Accounting

Connected with

Salesforce

Connect Odoo to Salesforce so sales sees open jobs and service history.

Claude

Ask your Odoo data questions in plain language with AI Voice Reports.

QuickBooks

Migrate your QuickBooks history into Odoo with validated data.

Odoo Projects We’ve Delivered

Real Odoo work, from migrations to bespoke platforms.

Field service and wholesale · Odoo Enterprise

Controlled Key Systems: QuickBooks to Odoo Enterprise Migration

  • Validated migration of QuickBooks financial and inventory history with no disruption to operations
  • Every customer request now becomes a trackable Helpdesk ticket
  • One automated workflow from first contact to payment, with no re-keying
  • Faster sign-off and billing with e-signatures and automated tax calculation via Avalara
Read the case study

Membership platform · Odoo

“By implementing a hybrid model that blended low-code/no-code agility with modern custom solutions, they delivered a platform that is scalable, secure, and high-performance.”
Justin Streater, Chief Marketing Officer, Island Innovators

See Odoo Running on Your Processes

Tell us how jobs come in and how your crews work today. We’ll show you how it would work in Odoo, and what it takes to get there.

  • A walkthrough built around your products and processes
  • An honest view of scope, phases and timeline
  • Answers from certified Odoo consultants

Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.

Odoo for Field Service Companies FAQ

Does Odoo work for pool service and construction companies?

Yes. The same Field Service, Sales and Inventory apps cover recurring pool visits, construction jobs and installation work; we configure worksheets, schedules and billing to your trade.

Can technicians use Odoo on their phones?

Yes. Odoo runs in the mobile browser and the Odoo app, so technicians see their jobs, fill in worksheets, add the parts they used and collect the customer’s signature on site.

Can Odoo bill maintenance plans automatically?

Yes. Odoo Subscriptions (Enterprise) invoices maintenance plans on a schedule, and recurring field service tasks plan the visits.

How long does an Odoo implementation take?

It depends on how many apps, sites and integrations you need and how much data you are moving. We agree the scope and timeline with you after a short discovery, and many field service companies start with the core apps and add more in phases.

Ready to Run Your Field Service Business on Odoo?

Request a Demo