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Executive Summary

A leading electrical contractor optimized field service operations by implementing Odoo’s integrated ERP suite, centering on mobile field service management. The initiative modernized scheduling, dispatch, and job tracking, resulting in over 30% operational efficiency gains, better cost control, and enhanced client satisfaction all within a fast-track deployment window.

Business Challenges

  • Manual Scheduling: Prolonged dispatch cycles and technician response times led to missed service windows and inefficient routing.
  • Paper-Based Workflows: Field teams relied on paper job sheets, increasing administrative workload and data entry errors.
  • Limited Visibility: Real-time location and job status oversight was absent, reducing resource utilization and responsiveness.
  • Inventory Gaps: Inconsistent materials tracking complicated replenishment cycles and inflated procurement costs.
  • Siloed Billing: Accounting workflows were disconnected from field operations, delaying cost reconciliation and invoicing accuracy.

Objective

  • Automate scheduling and real-time dispatch to boost field productivity and reduce delays.
  • Equip field teams with a mobile app for digital job sheets, checklists, and instant status updates.
  • Improve visibility over inventory usage and on-van stock to enhance replenishment accuracy.
  • Streamline job cost allocation and integrate project billing with the accounting system.
  • Enhance customer communications with proactive status notifications.

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 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 a unified system.
  • User Dashboards: Implemented role-based interfaces for dispatch, field technicians, and management oversight.
  • System Integration: Connected inventory and accounting modules with field operations for live financial insight.
  • Customer Engagement: Enabled proactive notifications and digital feedback capture to improve service quality.

Architecture & Implementation

#1: Discovery Phase

  • Conducted workshops to map legacy workflows and identify gaps aligned with Odoo module capabilities.

#2: Configuration

  • Designed field service templates, mobile app interfaces, and digital job forms tailored to operations.

#3: Data Migration

  • Transferred master data for clients, jobs, inventory, and staff with integrity validation checks.

#4: Barcode Integration

  • Enabled barcode scanning for van stock and consumable tracking via Odoo Inventory module.

#5: User Training

  • Delivered phased training across dispatch teams, field technicians, and back office staff.

#6: Go-Live

  • Executed parallel run with legacy backup; transitioned to production after stabilization and user sign-off.

Workflow

1

Dispatch assignment

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

2

Technician notification

Assigned jobs appear instantly in the technician’s 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.

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, and 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

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United States

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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.

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United States

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United States

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France

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