Using Odoo for Service and Consulting Businesses Print

Using Odoo to Run Your Service or Consulting Business

Odoo connects your project management, time tracking, invoicing, and CRM into one system — so you can quote, deliver, and invoice without switching between tools or chasing spreadsheets.

What Service and Consulting Businesses Use Odoo For

• Project Management — Manage client projects with tasks, deadlines, milestones, and team assignments. Track progress in Kanban or list view.
• Timesheets — Log billable hours directly against projects and tasks. Timesheets feed automatically into your invoices.
• Invoicing — Bill clients based on time and materials, fixed price, or milestones. Invoices are generated from actual project data — no manual entry.
• CRM — Track leads, manage your sales pipeline, and convert opportunities into projects in one click.
• Resource Planning — See who on your team is available, allocate resources across projects, and avoid overbooking.
• Expense Management — Log and reimburse employee expenses and include them on client invoices where applicable.
• Reporting — See profitability by project, utilisation rates by employee, and revenue forecasts — all in real time.

Watch: Odoo for Service Businesses — Official Demos

These videos from Odoo's official YouTube channel cover the full project and service workflow in Odoo.

Odoo Projects Tutorial — Full Guide for Service Businesses

A complete walkthrough of Odoo Projects: setup, task management, timesheets, and billing for service-based companies.

Project Setup, Service Products, Planning, Budgeting & Timesheets

How to configure Odoo for a consulting firm: service products, project budgets, resource planning, and timesheet workflows.

Odoo Project — Efficient Project Management

An overview of Odoo's project management capabilities: task views, deadlines, collaboration, and reporting.

Getting Started on Your Instance

1. Log in and go to Apps.
2. Install Project, Timesheets, Invoicing, and CRM.
3. Create your first project and set up the task stages that match your delivery workflow.
4. Add your team members and assign them to the project.
5. Configure your service products with the correct billing method (hourly, fixed price, or milestone).
6. Start logging time and generate your first invoice from the project.

Need Help?

Open a support ticket and our team will help you configure Odoo for your service or consulting operation.