Project

Agile Project Management

Beautiful. Easy. Open Source.
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Planning
Planning
project-Schedule
project-Schedule
project-Organize
project-Organize
project-Analyze
project-Analyze

Modern interface

What you need, the way you like it

ORGANIZE
Neat and efficient overview of your projects.

SCHEDULE
Keep track of deadlines with a clear calendar view.

PLAN
Allocate the necessary time to specific tasks under a planned shift.

ANALYZE
Generate reports and carry out analyses.

Forecast needs
& resources

Project performance & employees’ availability

Schedule your teams across projects taking employees’ holidays into account. Plan ahead for upcoming projects with forecasts based on comparable projects and estimate deadlines more accurately. Compare forecasts with real timesheets for increased profitability.

Harness the power of visual information

Flexible project management software that makes it easy.

Simplify your processes and enhance employees collaboration.
Break down your project in bite-sized tasks and assign them to your team for improved collaboration.
Create customized stages for each project to simplify your workflow overview and increase overall project efficiency.

Discuss tasks
Share documents

Find new customers and keep users’ engaged.

Add quick notes or attach files to any task and stay connected to your team. Forget endless follow-up meetings to keep track of projects. Communicate through the chatter, write in a shared real-time pad, or use live chat – all within a single interface!

Conceptualize project scope within
an easy-to-read overview

A functional and dynamic graph view for every task

Create graph views to analyze your data utilizing a powerful search tool, filter and grouping functions, and a variety of unique visual interfaces to help you track and maintain your projects from any level.

Timesheet

Track time
Forecast productivity

Get things done as fast as you can think.
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Manage your activities & workforce

Keep your projects under control and manage employee time from the Odoo backend.

Build awesome campaigns

Start from scratch or pick one of our themes.

Track your team’s progress
Visualize your team’s progress on each project or task. Tracking expected hours, effective hours and reforecasts on tasks has never been so easy.

Keep your projects profitable
Get an overview of your billable time. Track all the resources allocated to your project and see your profits and losses.

Invoice timesheets to clients
Automatically generate one-time or recurring invoices based on expenses and timesheet entries.

Forecast needs & resources

Project performance & employees’ availability

Schedule your teams across projects taking employees’ holidays into account. Plan ahead for upcoming projects with forecasts based on comparable projects and estimate deadlines more accurately. Compare forecasts with real timesheets for increased profitability.

 

Field Service

Field Service
Management Software

Deliver excellent services to your customers everywhere.
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Focus on what you do best

When you are onsite, what matters is that you deliver excellent services.
Your tools need to be intuitive and as mobile as you are.
Schedule

your Appointments

Assign

tasks to employees

Plan

your route

Sell

your working time

Schedule

products

Design

custom worksheets

Invoice

your services

Provide

quotations

Manage your workdays
from anywhere, on any device.

Odoo works on any device connected to the internet and has been designed with mobile devices in mind. There is no need to install any software nor worry about device compatibility. Just open your web browser and get your work done!

Track your working time

Odoo Field service comes with an integrated one-button time-tracker.
Of course, you can also record your time manually.

Your timesheet is then automatically converted into invoiceable lines

Sell products
like hot cakes

Providing a service often implies selling products such as spare parts. With Odoo Field Service’s intuitive design, you can sell products with a single click

Lightning-fast invoices

The time tracker computes your working time, you can add salable products in one click, and your customers’ details are automatically filled out when you create your task. All you have to do is click on “Create Invoice”.

Sign your reports
electronically

Reports are important: they regroup your working time, the products sold, and your worksheet. Ask your customer to sign them on your Field Service app. No need to print, send or scan. You do it electronically, immediately!

Efficient Planning
Multi-project management

As a manager, the Planning tool is your best ally! Assign and schedule tasks, and reorganize any assignment with a simple drag-and-drop in the Gantt view.

Create as many projects as you need to keep all the tasks tidily organized between multiple teams or locations.

Helpdesk

Agile Helpdesk

For great customer service.
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Awesome user interface


Track, prioritize, and solve customer tickets.

Organize your tickets the way you want with the amazing kanban view.
Get an instant overview of your team’s workload and check the status of a ticket based on your custom tailored SLA rules.

Multi Channels, Out-of-the-box.

Get in touch with your customers where they are.

Email

New incoming emails create tickets automatically.

Website Form

Qualify your customers queries with a customizable website form.

Live Chat

Use the Live Chat plugin on your website to instantly engage visitors.

Optimized for productivity

SLAs, Automation, Templates, and Canned Responses.
  • Create your SLA rules and let Odoo take action automatically.
  • Automate emails or actions at different stages of ticket resolution.
  • Define dynamic email templates to automate the most common responses.
  • Escalate tickets to your manager in just a click.
  • Invite experts into a live discussion.
  • Use canned responses in live chat for instant answers.

Sell support contracts

Sell, renew, and upsell easily.

Sell support contracts to automatically provide helpdesk services to your customer. Track time on each contract with the timesheet app, and upsell automatically with time-limited contracts. Create alerts for your sales or helpdesk team based on your customer status.

Provide smarter self-service

Built-in customer knowledge base.

Develop your self-service platform by directly linking your FAQ, training videos, and presentations on a ticket.
Develop a community around your product with the forum.

Allow customers to
close their tickets

Grant autonomy. Improve productivity.

Reduce the chance of error, avoid misunderstandings and leave more time for Helpdesk Teams to worry about what truly needs their attention.

Planning

Dynamic Planning

With great planning comes great execution!
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Advanced Gantt Chart

At the center of Odoo Planning, there is an advanced and beautifully designed Gantt chart tool.
It gives you a clear understanding of your upcoming planning and lets you modify assignments or shifts’ times with a single click.

 

Write your future

Whether you are looking to manage your employees’ schedule or forecast your projects, Odoo Planning helps you focus on the coordination, and makes organizing feel like a breeze. Create shifts, assign and reassign them with a single drag-and-drop click.

Be in control

Your employees can access their schedules through their personal portal. Not only do they get a clear view of their shifts, but they can also take open shifts or unassign themselves directly from their computer or their smartphone

Appointments

Online Appointments
made easy

Manage meetings online. Automate your scheduling process.

An all-in-one event management platform, capable of handling events of any type or scale.
Odoo Events covers all aspects of an Event Planner’s job from event organization and ticket sales to visibility and promotion.

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Fill up your agenda effortlessly

A self-service booking system that works online for 24/7.

Let your clients schedule appointments for themselves at their convenience (even outside business hours!) straight into your calendar. Embed your meeting links on your website, in your email signature, or through social media and watch your schedule fill up effortlessly.

Your clients can choose the meeting type and the person they want to have the meeting with.

 

They select their preferred time slot based on your availabilities.

The event is automatically saved in your calendar and both parties receive a confirmation by email.

Get total control over your schedule

Show real-time availability only. No after-hours or double booking.

Set your working hours day by day and customize time-slot intervals for maximum flexibility. Synchronize your agenda with Google Calendar to block availability simultaneously and in real-time when events are created.

Allow rescheduling
and reduce no-shows

Avoid frustration and increase staff productivity.

Send automated email/SMS reminders to make sure that your clients won’t forget their appointment. Allow them to add the meeting to their calendar in one click. If they cannot make it, they can still reschedule based on your availability!

Send automated email/SMS reminders to make sure that your clients won’t forget their appointment. Allow them to add the meeting to their calendar in one click. If they cannot make it, they can still reschedule based on your availability!

Google Calendar

Apple iCal

Microsoft Outlook

Customize your appointment form

Stay well prepared and provide top-notch services.

Configure your intake forms based on business needs and collect everything you need to know about your prospects in advance straight in your mailbox.