Construction workflows

Question

We are a small construction company and we do projects that last from a couple of hours (repairs) to several days. We use both in-house employees as well as subcontractors. We sell both fixed price projects as well as Time and Materials projects.
I am struggling with the workflow from Lead > Sales > Field Work Order > Production > Invoicing.
Does anyone have examples of workflows that work for this type of business?

Jaideep · Accepted Answer

Odoo tutorials would be a good place to start
https://www.odoo.com/slides/slide/creating-tasks-from-sales-orders-web-forms-and-emails-1943?fullscreen=1 [1]
https://www.odoo.com/slides/slide/record-invoice-time-spent-on-tasks-1472?fullscreen=1 [2]
https://www.odoo.com/slides/slide/timesheet-costs-vendor-bills-profitability-1608?fullscreen=1 [3]

[1] https://www.odoo.com/slides/slide/creating-tasks-from-sales-orders-web-forms-and-emails-1943?fullscreen=1
[2] https://www.odoo.com/slides/slide/rec

Probuse Team - Odoo · Answer

Hi,
A simple and effective construction workflow in Odoo is:
*Lead → Quotation/Sales Order → Job Cost Sheet / Project → Job Orders (Tasks) → Execution → Invoicing*
Create a Sales Order (fixed price or time & material)
Generate a Project and Job Cost Sheet to plan materials, labour, and overheads
Create Job Orders/Tasks for field work execution
Track time (employees) and costs (materials, subcontractors) via timesheets, purchase orders, and vendor bills
Invoice based on milestones, fixed price, o

This question has been flagged

Enjoying the discussion? Don't just read, join in!