Alert text
Industry

Electrical Contracting / Field Services

Project Type

Odoo ERP Implementation; Field Service Transformation

Location

Canada

Timeline

4 Months

Team Size

5

Executive Summary

A growing electrical contracting company in Canada modernized its field service operations by implementing an integrated Odoo ERP solution with a strong focus on mobile field service management. The Odoo electrical contractor solution streamlined scheduling, dispatch, job tracking, and inventory control in a single platform accessible to both office and field teams. Within four months, the contractor achieved over 30% improvement in field efficiency, faster response times, better cost visibility, and higher client satisfaction, all delivered through a fast-track, low-disruption implementation.

Business Challenges

  • Manual scheduling and fragmented dispatch:Dispatchers relied on spreadsheets, calls, and emails to assign jobs, leading to slow dispatch cycles, overlapping bookings, and suboptimal routing for field technicians.
  • Paper-Based Job Workflows: Technicians used paper job sheets and manual checklists, which increased admin overhead, delayed data entry, and created errors in time and material recording.
  • Limited Real-time Visibility: Management lacked live insight into technician location, job status, and daily workload, making it difficult to optimize resource utilization and respond quickly to urgent requests.
  • Inventory Tracking Gaps: Materials and consumables were not consistently tracked from warehouse to van to job site, complicating replenishment planning and inflating procurement and emergency purchase costs.
  • Disconnected billing and accounting:Job completion data and field paperwork were not tightly integrated with the accounting system, delaying invoicing, hindering cost tracking, and affecting cash flow.

Objective

  • Automate scheduling and real-time dispatch using Odoo Field Service to increase technician productivity and reduce response and travel delays.
  • Equip field teams with a mobile app for digital job sheets, structured checklists, time tracking, and instant status updates from any location.
  • Improve visibility into material usage and van stock to improve replenishment accuracy and reduce unplanned material runs.
  • Streamline job cost allocation and integrate project and service billing directly with Odoo Accounting for faster, more accurate invoicing.
  • Strengthen customer communication with proactive status notifications, clear job summaries, and digital sign-off to reinforce trust and transparency.

Key Modules Implemented

  • Field Service: Streamlined digital scheduling, route optimization, and mobile job checklists with photo capture.
  • Inventory: Enabled live tracking of materials issued to jobs for on-site and warehouse inventory.
  • Timesheets: Automated labor tracking linked to job assignments and payroll.
  • Accounting: Integrated job billing, expense allocation, and real-time reporting.
  • CRM: Centralized opportunities, quotations, and order tracking for project lifecycle visibility.

Solution Overview

  • Core Platform: Deployed Odoo ERP as a central platform with tailored field service workflows and user-friendly mobile app for field teams.
  • Data Migration: Migrated legacy job data and digitized client/project profiles into Odoo, creating single source for customer and work history records.
  • User Dashboards: Implemented role-based dashboards for dispatchers, field technicians, and managers, each with the KPIs and views for daily decisions.
  • System Integration: Connected inventory and accounting with field service jobs so resources and billing flow automatically from field to financial records.
  • Customer Engagement: Enabled automated status notifications, digital work reports, and feedback capture to improve communication and service experience.

Architecture & Implementation

#1: Discovery Phase

  • Conducted workshops to map legacy workflows and identify gaps aligned with Odoo’s field service and ERP capabilities

#2: Configuration

  • Designed field service templates, mobile app interfaces, and digital job forms tailored electrical service scenarios, safety requirements, and documentation standards

#3: Data Migration

  • Migrated and validated master data for clients, historical jobs, inventory items, and staff records into Odoo, ensuring clean, accurate data at go‑live.

#4: Barcode Integration

  • Enabled barcode scanning for warehouse stock and van inventory via Odoo Inventory module, simplifying tracking of materials used in electrical jobs.

#5: User Training

  • Delivered phased, role-based training for dispatch teams, field technicians, and back-office staff, using real job scenarios to build confidence and adoption.

#6: Go-Live

  • Executed parallel run where it operated alongside legacy backup for validation, then transitioned fully to the new Odoo environment after stabilization, sign-off, and user acceptance.

Workflow

1

Dispatch assignment

Scheduler reviews requests and allocates jobs via Odoo’s dispatch console.

2

Technician notification

Assigned jobs appear in the technician’s Odoo Field Service mobile app, with route and job details.

3

On-site work

Technician uses the app for digital checklists, material consumption, photo proof, and time recording.

4

Inventory sync

Materials used are deducted on job completion, updating van and warehouse stock in real-time.

5

Job completion & billing

Client signs off digitally; invoicing and cost allocation proceed automatically with Odoo Accounting

6

Analytics & reporting

Management reviews live KPIs on job status, field utilization, and financials.

Outcome

  • Operational Efficiency: Achieved an estimated 30-35% increase in field operations efficiency through automation and real-time coordination (internal benchmarking).
  • Service Delivery: Reduced dispatch-to-arrival time and improved on-time completion, enhancing SLA compliance and customer trust.
  • Administrative Savings: Lowered overhead by eliminating manual paperwork and duplicate data entry workflows.
  • Inventory Control: Improved accuracy and reduced emergency purchase orders through synchronized van stock tracking.
  • Cash Flow: Accelerated billing cycles and enhanced cash position by linking job closure directly to invoicing.
  • Team Engagement: Elevated technician accountability and satisfaction with mobile workflows and clear task visibility.

Tech Stack

Odoo ERP Platform

  • Odoo 17

Database & Backend

  • PostgreSQL
  • Python

Hosting & Infrastructure

  • Odoo.sh

Mobile Application

  • Odoo Field Service mobile app (iOS/Android)

Payment Integration

  • Stripe API with Terminal

Data Integration & APIs

  • RESTful APIs for middleware connectors

Reporting & Analytics

  • Odoo built-in dashboards
  • Pivot tables
  • Reporting tools;

Security & Compliance

  • Role-based access control (RBAC)
  • SSL/TLS encryption
  • PCI-DSS compliance for payment handling

Team

  • Project Manager: 1
  • Odoo Functional Consultant: 1
  • Field Service Process Consultant: 2
  • Data Migration Specialist: 1

Our Clients

Client Testimonials

Rhonda Dibachi

CEO - HeyScottie

United States

Working with Aglowid was a game changer for us. We needed a partner who could understand the complexity of our AI automation goals and move quickly from concept to execution. They delivered a robust solution that not only met our requirements but opened doors to new possibilities. Truly professional and highly capable.

Daniel Gonell

Digital Strategy Consultant - New Minds Group

United States

I brought Aglowid's team in to support a major digital transformation project for one of our clients. Their depth in data architecture and front-end engineering helped us accelerate delivery and exceed expectations. They don’t just execute - they think critically and offer valuable insights every step of the way.

Katelyn Gleason

CEO and Founder - Eligible

United States

What impressed me most was their ability to adapt quickly to the unique demands of the healthcare space. Aglowid helped us refine our platform with performance upgrades and backend improvements - all without disrupting our users. Reliable, detail-oriented, and refreshingly easy to work with.

Robert Sirianni

CEO - Weapon Depot

United States

We needed a development team that could handle both the scale and complexity of a large eCommerce platform. Aglowid built a secure, fast, and user-friendly experience - both for web and mobile. Their communication was clear, and delivery was consistently on point.

Will Ferrer

Founder/CEO - Tempest House

United States

Aglowid stepped in as a true development partner. From initial product scoping to post-launch support, they handled full-stack development with precision and care. Whether it was mobile, backend, or AI-based features - they always brought smart solutions to the table.

Antoine de Bausset

CEO - BEESPOKE

France

They are great at what they do. Very easy to communicate with and they came through faster than I hoped. They delivered everything I wanted and more! I will certainly use them again!

Neil Lockwood

CO-FOUNDER - ESR

Australia

Their team of experts jotted down every need of mine and turned them into a high performing web application within no time. Just superb!

Craig Zappa

DIRECTOR - ENA PARAMUS

United States

"I would like to recommend their name to one and all. No doubt" their web app development services cater to all needs.

Let’s Get In Touch

    Accrediations

    Aglowid IT Solutions INC.

    Five Greentree Center, 525 RT 73 NT STE 104,
    Marlton, NJ 08053, USA

    Aglowid IT Solutions Pvt. Ltd.

    501, City Center, Science City Rd,
    Ahmedabad - 380060, India