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Professional Services

Professional Services Automation

Odoo implementation for consulting firms, marketing and creative agencies, accounting practices, IT services shops, and any business that bills for time and project deliverables.

Where systems break

Where services firms lose money

Project margin is hard to see in real time, and most services firms only learn whether a project was profitable after it's already over. These are the patterns we hear most often when we sit down with services leaders.

Time tracking lives in three places

One tool for billable hours, another for project status, a third for invoices. Nothing reconciles. Utilization reporting takes a week.

Project margins unknown until invoice

By the time the invoice goes out, the project is over. Nobody knows whether it was profitable. Estimates do not improve because data does not flow back.

Capacity planning by guesswork

"Can we take this project on?" gets answered by gut feel. Bench utilization is a quarterly headache, not a real-time number.

Sales-to-delivery handoff is broken

Sales sells one thing. Delivery hears another. Scope expands without anyone tracking it. Project margins erode.

Client communication is everywhere

Email, Slack, the project management tool, the CRM. When a client calls, nobody knows the latest status without a fire drill.

Invoicing takes weeks

Time entries collected late, approvals chase email threads, invoices generated manually in QuickBooks. Cash collection slips.

How Odoo fits

Odoo for services firms

Odoo's project, timesheets, sales, and accounting modules are tightly integrated so the same time entry that prices the work also pays the consultant and posts to the books.

CRM
Pipeline, opportunities, win/loss reporting
Sales
SOWs, retainers, configurable services pricing
Project
Tasks, milestones, Kanban, Gantt
Timesheets
Billable hours, approvals, mobile entry
Helpdesk
Client tickets and SLAs
Accounting
Invoicing, time-and-materials, retainers
Subscriptions
Recurring retainers and managed services
Documents
SOWs, deliverables, contracts in one place
Sign
E-signature on SOWs and change orders
Why DewWow

We run a services business on the same platform we sell

DewWow runs project tracking and time logging internally for every client engagement. We use the same project-and-time stack we recommend to services firms. We've shipped Salesforce work covering full project tracking with cost-center and SOW reporting, B2B education delivery with hundreds of concurrent program launches, NetSuite-to-Salesforce conversions for consulting firms, and integration frameworks for property management investment firms.

We focus on the parts that actually drive services profitability: the time entry that flows from mobile to invoice without re-keying, the project plan that shows margin in real time, the retainer model that reconciles to monthly billing, and the capacity planning view that lets you say yes or no to new work with confidence.

We build for the firm you're growing into: multi-line services, mixed billing models, and managed-services subscriptions. Not just where you are today.

Services capabilities we build

  • Time-and-materials, fixed-price, and retainer billing in one model
  • Real-time project margin reporting with cost-center rollups
  • Capacity planning and bench utilization dashboards
  • Sales-to-delivery handoff with structured scope-of-work data
  • Recurring retainers and managed-services subscriptions
  • Mobile timesheet entry with approvals and reminders
  • Expense capture, billable / non-billable splits, client rebilling
  • Template-driven project plans for repeatable engagement types
Engagement options

Packages for services firms

All packages include discovery, configuration, and documentation. New customers receive 15% off their first engagement.

Discovery: 4 hrs
For when you want to scope the right path before committing to a full implementation.
$260
Essentials: 25 hrs
Small consultancy, 5–15 people, basic time tracking and invoicing.
$1,550
Core: 50 hrs
Mid-size firm, projects + retainers + multi-currency.
$2,900
Advanced: 100 hrs
Multi-line firm with managed services, custom client reporting, integrations.
$5,500
Not sure which fits? Start with a Discovery pack. We scope the right package together.

Let's talk about your services systems

Bring your three biggest pain points and we'll tell you straight whether Odoo is the right fit, what it would take to implement, and what it should cost. No pressure, no quota.