Odoo for service companies

Offer your customers the highest quality of service!  The All-in-One Business Software Odoo helps service companies to organize and handle all operational processes smoothly, flexibly and efficiently.

Einfache und automatisierte Abonnementenverwaltung

Nine, the leading provider of managed service solutions in Switzerland, manages a large number of subscriptions with recurring invoices. This business process was to be simplified and automated. For this purpose, braintec extended the Odoo subscription module with the following functions: 

  • Automated creation of subscriptions from sales orders

  • Create and send invoices automatically

  • Generate Subscription Template with Predefined Period

  • Invoices by calendar period / Invoice in advance

  • Charge subscriptions by usage or services

  • Automatic creation of credit notes after change or Termination of a subscription

  • Combine all subscriptions in one invoice

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Odoo Project management

 
 

Making agile project management easy.

    Optimize your workflow with the following Odoo modules and braintec extensions

     
     

    CRM

    Organize and process your leads and customer activities transparently, structured and efficiently with the Odoo Customer Relationship Management.

    • Single point of contact management incl. complete history overview

    • Reduced data entry thanks to direct import, automatic creation of contacts and duplicate removal

    • Individual assignment and contact rules as well as criteria catalogs for the processing and evaluation of Leads

    • Define and trigger company-specific sequences and actions

     
     

    Sales

    Creating an offer, negotiating the price, signing the contract electronically, issuing the invoice and requesting payment. This is how simple your entire sales process can be handled with the Odoo sales module.

    • Create quotations from templates, product and service variants, price lists, units of measure, etc. and convert them into sales orders

    • Upselling through display of additional products, product configurator, discounts or closing triggers

    • Customer support directly via offers incl. automatedCorrespondence archiving

     
     

    Accounting

    With Odoo's accounting module, you automatically synchronize your account statements with your bank, generate professional invoices easily and quickly, and create generic and dynamic financial reports. 

    Für die Schweiz, Deutschland und Österreich hat braintec spezielle länderspezifische Standards für eine digitalisierte und rechtssichere Finanzbuchhaltung geschaffen. 
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    Website + eCommerce

    Design your individual web appearance with the Website Builder from Odoo. Simple, without any coding effort and with a wide range of design options and features. And with AI, even in just a few clicks!

    • Open source, 100% free, multilingual, responsive

    • Hosting with SSL certificate

    • Design via drag & drop and with different themes, Buildingblocks, shapes and
      Animations 

    • Create your own design templates

    • Use of copyright-freePhotos, videos and illustrations

    • Automatic image resizing and easy image editing with integratedGraphic Design Tools

    • Real-time visitor analysis

     
     

    Helpdesk

    With Odoo Helpdesk you manage all customer tickets and create customized answer modules or templates for the most common questions. Thanks to an integrated knowledge base, you can quickly and easily provide your customers with the information they need by sending them a link.

     
     

    Field service

    Organize and manage your tasks with the Odoo field service app. No matter where your employees are and with which mobile device they work.  

    • Plan dates and route

    • Assign tasks  

    • Track work hours and create weekly timesheets

    • Sell products

    • Design individual data sheets

    • Invoice your services  

    • Create quotes

    • Create reports

    Extract of braintec customers who use Odoo for their services 

    All references