Service-Oriented SMEs Solution
For service-driven businesses, efficiency, responsiveness, and customer satisfaction are key to growth. We provide a tailored Odoo solution specifically designed for service-oriented SMEs helping you manage operations, automate workflows, streamline service delivery, and strengthen customer engagement through a single integrated platform.
Service Requests & Scheduling
Customer & Contract Management
Task Assignment & Coordination
Field Service & Mobile App
Resource & Timesheet Tracking
Helpdesk & SLA Monitoring
Invoicing & Recurring Billing
Reporting & Analytics
Service Requests & Job Scheduling
Manage service tickets, job orders and appointments with a structured workflow. Prioritize requests based on urgency, SLA and customer agreements by ensuring timely and consistent delivery.
- Manage service tickets, job orders and appointments with a structured workflow
- Prioritize requests based on urgency, SLA and customer agreements
- Ensure timely and consistent service delivery across all requests
Customer & Contract Management
Store customer service history, agreements, contracts and renewal schedules. Automate reminders for periodic services, contract renewals and warranty-based support.
- Store customer service history, agreements, contracts and renewal schedules
- Automate reminders for periodic services and contract renewals
- Manage warranty-based support and service agreements efficiently
Task Assignment & Team Coordination
Assign tasks to technicians, consultants or support teams based on skills, workload and location. Monitor real-time progress and ensure accountability at every stage.
- Assign tasks to technicians, consultants or support teams based on skills and workload
- Monitor real-time progress and ensure accountability at every stage
- Optimize resource allocation based on location and availability
Field Service & Mobile App Support
Equip field teams with mobile access to job instructions, customer details, inventory availability, checklists and digital signatures by enhancing on-site productivity and accuracy.
- Equip field teams with mobile access to job instructions and customer details
- Access inventory availability, checklists and capture digital signatures on-site
- Enhance on-site productivity and accuracy with real-time mobile updates
Resource, Timesheet & Cost Tracking
Track billable hours, internal effort and resource utilization. Gain visibility into profitability, capacity planning and service delivery performance.
- Track billable hours, internal effort and resource utilization accurately
- Gain visibility into profitability and capacity planning metrics
Measure service delivery performance and optimize resource allocation
Helpdesk & SLA Monitoring
Manage support tickets and customer issues with clear priority queues and escalation rules. Monitor SLAs, response times and resolution metrics to improve service reliability.
- Manage support tickets and customer issues with clear priority queues
- Monitor SLAs, response times and resolution metrics for service reliability
- Implement escalation rules to improve service quality and customer satisfaction
Invoicing, Recurring Billing & Payments
Automate billing based on time logs, contracts, subscriptions, service visits or milestones. Manage quotations, renewals, credit notes and payment follow-ups with ease.
- Automate billing based on time logs, contracts, subscriptions, or service visits
- Manage quotations, renewals, credit notes and milestone-based invoicing
- Handle payment follow-ups with ease and improve cash flow management
Reporting & Performance Analytics
Access dashboards and insights related to team productivity, customer trends, service profitability and operational bottlenecks by enabling informed, data-driven decisions.
- Access dashboards and insights related to team productivity and customer trends
- Monitor service profitability and identify operational bottlenecks
- Enable informed, data-driven decisions with comprehensive analytics
Why Service-Based SMEs Choose Codex
Built to support real-world service workflows across multiple industries with proven implementation experience.
Suitable for small teams and growing organizations, adapting to your business needs as you scale.
Seamlessly integrated with CRM, accounting, HR, project management and field apps for complete business visibility.
Enhances operational efficiency, customer retention and service profitability through automation and insights.
Ready to empower your service operations with a complete ERP solution?
Our experts are here to support your transformation.