Solutions
Service-Oriented SMEs Solution
Service Solution

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
Workflow Management

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
Service Requests & Job Cards
Customer & Contract Management
Relationship Management

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
Team Coordination

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
Task Assignment & Scheduling
Field Service Operations
Mobile Workforce

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
Time & Cost Tracking

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
Resource & Timesheet Tracking
Helpdesk & SLA Management
Customer Support

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
Revenue Management

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
Invoicing & Billing
Reporting & Analytics
Business Intelligence

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 Choose Us

Why Service-Based SMEs Choose Codex

Real-World Service Workflows

Built to support real-world service workflows across multiple industries with proven implementation experience.

Scalable Solution

Suitable for small teams and growing organizations, adapting to your business needs as you scale.

Fully Integrated Platform

Seamlessly integrated with CRM, accounting, HR, project management and field apps for complete business visibility.

Enhanced Performance

Enhances operational efficiency, customer retention and service profitability through automation and insights.

Get Started

Ready to empower your service operations with a complete ERP solution?

Our experts are here to support your transformation.

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