Professional services ERP
Turn every billable hour into an invoice you can defend
We configure Odoo Project, Timesheets, Sales and Accounting for consultancies, agencies and engineering firms: fixed-fee, time-and-materials and retainer work on one project, approved timesheets that flow into invoices, and utilization you can see every week, not at year end.
- Fixed fee and T&M
- Timesheets to invoices
- Retainers and prepaid hours
- Utilization and margin
- Industry playbooks on this site
- Offices: Bangkok, New York, Delhi NCR
- Apps of our own on the Odoo Apps Store
- Reply time on business days
- day
What we set up
Projects, people and billing on one record
Odoo's standard Project, Timesheets and Sales apps already link work to billing. We configure your billing models and approval rules on top, and add small modules only where your contracts go further than the standard.
Featured module
Timesheets that become invoices
Staff log time against tasks from the browser, the mobile app or a timer. Managers approve it, and approved time lands on the next invoice at the rate agreed with the client, with a timesheet report the client can check.
- Timer, web and mobile time entry
- Manager approval before billing
- Rates per employee, role or project
- Timesheet detail your client can check
Standard Odoo set up for your sector first; custom code only where it stops.
Fixed fee and milestones
Fixed-fee work is invoiced by milestone or percentage, while the same project still tracks time so you can see what the fee really cost.
Time and materials
Hours, expenses and materials are billed as used at agreed rates, with allocated hours tracked against the budget.
Retainers and prepaid hours
Monthly retainers bill automatically through Subscriptions, and prepaid hour packages show the remaining hours on the project and in the client portal.
Utilization and capacity
Billable and non-billable hours by person, team and client, with Planning showing who is free next week before you sign the next project.
Approvals
Timesheets, expenses and purchase requests follow approval steps before they reach an invoice or a vendor bill.
Expenses re-invoiced
Travel and project expenses are approved in Odoo Expenses and re-invoiced to the client at cost or at an agreed price.
Project profitability
Each project shows revenue, labor cost, expenses and vendor bills side by side, so a loss-making fixed fee is visible while there is still time to act.
Proposals and engagement letters
CRM opportunities become quotations built from your service lines, and clients sign online, or sign engagement letters through Odoo Sign.
How it fits together
One project for every billing model you sell
Most firms sell a mix: a fixed-fee phase, extra hours at an agreed rate, then a monthly retainer. In Odoo one sales order can carry all three, so the project, the timesheets and the invoice agree, and finance does not rebuild the bill in a spreadsheet.
Map your contracts first
We read a sample of real contracts and invoices, then map each billing clause to an Odoo setting before configuring anything.
Thai tax set up correctly
VAT on services falls due when you are paid, and clients deduct withholding tax. We configure cash-basis VAT and record withholding against each invoice, so the books match your filings.
Pilot with one team
One practice or team runs on live projects first; the rest of the firm follows once billing works end to end.
Stay through the first close
We stay through the first month-end close, when unbilled time, deferred revenue and receivables have to agree with the books.
Before you commit
Where services firms hit Odoo's limits
Odoo covers the core of a services firm well. These are the places where contracts, revenue rules or habits need more than configuration.
01
Percentage-of-completion revenue
Odoo Enterprise handles deferred revenue by date, but percentage-of-completion recognition is not standard. If your auditors require it, we scope a custom module with your accountant.
02
Key apps are Enterprise
Timesheet approval, Planning, Subscriptions, Sign and full Accounting are Enterprise features. Small firms can start on Community with manual steps and upgrade when volume justifies it.
03
Timesheets depend on habits
Billing is only as good as the time people log. Reminders and a timer help, but daily logging is a management decision that no software makes for you.
04
Complex rate cards
Rates that vary by client, role, seniority and date can be set up, but hundreds of exceptions become hard to maintain. We simplify the rate card with you before migrating.
05
Several currencies and entities
Billing USD or INR clients from a Thai company needs multi-currency and exchange-rate rules agreed with your accountant, and several legal entities need multi-company, which adds scope.
06
Old time data rarely needs moving
Years of time entries in spreadsheets or another tool rarely justify migration. We usually bring over open projects, balances and a summary, and archive the rest.
How we help
We raise these before you sign and write the decisions into the scope. If a lighter tool fits your firm better than Odoo, we say so.
Reliability & security
Engineered for reliability & security
Role-based access
Odoo security groups and record rules so each person sees only what their job needs.
Tested backups
Daily backups with restores rehearsed on a schedule. An untested backup is not a backup.
Full audit trail
Chatter history, approvals and document logs show who changed what, and when.
Hardened hosting
TLS everywhere, patched servers, firewalls and monitoring whether you run Odoo.sh or your own server.
PDPA-aware data handling
Personal data kept where it belongs, with retention and access set up around Thailand's PDPA.
Upgrade-safe custom code
Custom work lives in separate, tested modules so the next Odoo version is an upgrade, not a rebuild.
Rollout
A smooth rollout, fully supported
Walk the process
Workshops with the people who do the work, before any configuration.
Configure the baseline
Standard Odoo set up for your sector first; custom code only where it stops.
Pilot with one team
One site, one team, one month, on live data, with a rollback point.
Scale and hand over
Roll out to the rest, train by role, and stay through the first month-end close.
Dedicated consultant
The same person from the first call to go-live.
Documentation you keep
Process guides and handover notes in your own repository.
Training in EN or TH
Role-based sessions for new staff, whenever you need them.
Integrations
Working inside the tools your team already uses
Consultants live in email, calendars, chat and issue trackers. We connect those to Odoo so time, documents and client conversations stay attached to the project they belong to.
- Google Workspace
- Microsoft 365
- Gmail
- Outlook
- Slack
- Jira
- Power BI
- Stripe
- PayPal
Email to project
The Odoo plugin for Gmail and Outlook files client emails to the right contact, lead or task without copy and paste.
Calendars
Meetings sync with Google Calendar or Outlook, so time spent with clients is easy to log.
Issue trackers
If engineers track work in Jira, we sync worklogs into Odoo Timesheets so billing does not depend on double entry.
Dashboards
Utilization and margin dashboards run inside Odoo with our TechAfterMe Dashboard app, available for Odoo 17 to 19, or in Power BI if you prefer.
Engagement options
Start with the billing that leaks the most
Fixed scope and price per phase, in writing, and no hourly billing for custom work. Enterprise licenses are billed by Odoo directly, never marked up by us.
Billing and delivery review
A fixed-fee review of your contracts, time capture and invoicing, with an honest view of what Odoo will and will not fix.
Priced after scoping
- Sample contracts mapped to billing models
- Time capture and approval review
- Community or Enterprise recommendation
- Costed, phased roadmap
Phased services rollout
Project, Timesheets, Sales and Accounting configured for your billing models, live one team at a time.
Priced after scoping
- Fixed scope and price per phase
- Open projects, rates and balances migrated
- Thai VAT and withholding tax set up with your accountant
- Training for consultants, managers and finance
- Support through the first month-end close
Utilization and reporting add-on
For firms already on Odoo that need Planning, retainers or clear utilization and margin dashboards.
Priced after scoping
- Planning and capacity setup
- Retainer and prepaid-hour billing
- Dashboards built with TechAfterMe Dashboard
- Monthly support plan
FAQ
Questions clients ask first
Can Odoo invoice directly from timesheets?
Yes. Service products set to invoice from timesheets pull approved hours onto the next invoice at the agreed rate. You can include timesheet detail for the client, and fixed-fee or milestone lines can sit on the same sales order.
Can one project mix fixed-fee and time-and-materials billing?
Yes. A single sales order can hold a fixed-fee milestone line, hourly lines billed from timesheets and expense lines, all linked to one project. Project profitability then shows revenue and cost for the whole engagement, not just one billing type.
How does Odoo handle retainers and prepaid hours?
Monthly retainers run as recurring invoices through Odoo Subscriptions, an Enterprise app. Prepaid hour packages are sold as service products, and Odoo shows the remaining hours on the project and in the client portal as time is logged.
How are Thai VAT and withholding tax handled on service invoices?
VAT on services becomes due when you are paid, so we set VAT in Odoo to fall due on payment, with the tax invoice issued when the client pays. Clients usually deduct withholding tax, typically 3% on service fees, and we record it against the invoice so receivables and withholding tax certificates reconcile.
Do we need Odoo Enterprise for a consulting firm?
Often, yes. Timesheet approval, Planning, Subscriptions, Sign and full Accounting are Enterprise features that a growing firm usually needs. A small firm can start on Community with Project, Timesheets and Invoicing, and Enterprise licenses are billed by Odoo directly, never marked up by us.
Get started
Let's build your ERP roadmap
Tell us how your business runs today. You get an honest view of how Odoo fits, what it would take, and a phased plan, within one business day.
- Free first scoping call
- Written scope and phased plan
- Delivery in English or Thai
Prefer to talk first?