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Odoo for Technical services

From intake to delivery, every service is tracked.

Organize customers, equipment, diagnostics and spare parts in Odoo. EFixPro works with you to define a process that shows what is pending, who is handling it and what is delivered.

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Your team's workflow

How daily work connects in Odoo

  1. 01

    Receive and record

    Identify the customer and equipment. Record the reason for intake, the serial number where applicable, and intake notes.

    Customers and requests
  2. 02

    Diagnose and quote

    Assign a responsible person, document the diagnosis and prepare the quotation. Define how customer approval will be recorded.

    Tracking and sales
  3. 03

    Repair with traceability

    Manage the order, spare parts and work progress. Scheduling and visits are included according to the service you provide.

    Repairs and inventory
  4. 04

    Deliver and close

    Record the work performed, prepare delivery and link invoicing. Keep the history for future reference.

    Delivery and history
The system on screen

Explore the screens in the walkthrough

Reference screenshots already published by EFixPro. The interface and visible features depend on the version and configuration; these are not screenshots from the customers mentioned.

Repair orders in Odoo

Repair orders in Odoo

Screenshot composition published by EFixPro: repair orders and details on desktop and mobile.

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Inventory replenishment inquiry

Inventory replenishment inquiry

General inventory module screenshot. In the demo, we apply this inquiry to spare parts for your operations.

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Related experience

Businesses in the sector already featured by EFixPro

The walkthrough on this page is a business example. It does not describe these customers' configurations in detail.

Technical services demonstration

Let's walk through a service order from start to finish

Here is what we will review with you:

  1. Record the equipment and the customer's request.
  2. Review the diagnosis, quotation and approval before using spare parts.
  3. Track the repair and prepare delivery with its history.

Tell us what equipment you service, how many technicians are involved, and whether you work in a workshop, on site or both.

Your request is identified by sector. We will contact you to arrange the demonstration and confirm its scope.

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Related applications

Explore the modules for your operations in more detail

Repairs →Inventory →Sales →