Odoo for Professional Services

From first call to final invoice. Every project, every hour and every client in one system, set up for the way your team works.
We are trusted by startups, small, and medium-sized companies:

For service providers and agencies, success comes down to every single hour: is it planned, tracked, and actually billed in the end? The successful ones are the ones who keep track of that at all times, not just at month-end close. That's exactly the clarity we build into Odoo at Knowlix: right in the middle of day-to-day work, not in the reporting afterwards.

Paul Wegner
Paul Wegner
Head of Consulting, Knowlix AI
The Challenge

Billable work. Unbilled hours.

Service companies sell time and expertise. When the tools don't connect, both leak away.

01

Hours that slip away

Timesheets get filled in late or never. You end up billing less than you actually worked.

02

Five tools, no overview

CRM, spreadsheets, a project board and an invoicing tool. None of them talk to each other.

03

Margins you see too late

You only find out a project lost money once it's finished and invoiced.

How Odoo fixes it

One system from first call to final invoice

Odoo connects sales, projects, time tracking and billing. Every hour you work ends up on an invoice.

From pipeline to project

A signed proposal creates the project, tasks and budget automatically. No handover by copy-paste.

Time that bills itself

Log hours from the task, a timer or your phone. Approved hours flow straight into invoices.

Know who's free

Planning shows who's booked and who has capacity, so you staff projects with facts, not gut feeling.

Margins in real time

Budget against actuals for every project and client, while the work is still running.

From lead to invoice

Follow one client through your business

Every step picks up where the last one stopped. Nobody types the same data twice.

01
CRM

Lead comes in

A website form or email creates the lead and assigns it to the right person.

02
Sales · Sign

Proposal is signed

Send a professional quote. The client signs and pays the deposit online.

03
Project · Planning

Project kicks off

Tasks, milestones and budget are created. The team is scheduled by skills and availability.

04
Timesheets

Work gets logged

Hours are tracked against each task. Managers approve them in a few clicks.

05
Invoicing · Accounting

Invoice goes out

Draft invoices are built from hours or milestones. The payment is matched in your books.

The apps you'll use

Your services toolkit

Start with the core and add apps as you grow. They all share one database.

CRM

Pipeline, follow-ups and forecasts for every deal.

Sales

Proposals with e-sign, deposits and payment links.

Project

Tasks, milestones and Kanban, Gantt or list views.

Timesheets

Log hours in one click and bill them correctly.

Planning

Schedule people by skills, role and availability.

Invoicing

Invoices from hours, milestones or fixed prices.

Helpdesk

Client tickets with SLAs and support contracts.

Subscriptions

Retainers and recurring services billed automatically.

Built for

Made for teams that sell their expertise

Hourly, fixed price, milestones or retainers. Odoo bills the way you work.

  • Management and IT consultancies
  • Marketing and creative agencies
  • Software and IT services
  • Engineering firms
  • Accountants and tax advisors
  • Coaches and freelancers
  • Event and wedding planners
  • Managed and recurring services
Pricing

Curious what this would cost you?

Answer a few quick questions about your business and our price calculator shows you what your Odoo setup would cost.

Don't take our word for it

Leaders love it.

As a SMBs I can't afford to lose time on admin. Before implementing Odoo, managing proposals and orders manually through emails and Excel was exhausting and time-consuming. Now I use one centralized tool where I can easily track my proposals, orders, and deliveries. It has streamlined my workflow, saved me countless hours, and allowed me to focus more on the work that actually matters.
Lisa Meier
Founder & Designer, Oneshot Design
We spent months testing tools that promised results but never delivered what we actually needed. Everything felt disconnected and overly complex, and we were drowning in administrative work. Deep down, we knew what the solution should look like. We just needed the right partner to bring it to life. Then Knowlix changed everything.
Jan Steinbach
Managing Director, ZukunftsHaus
By working with Knowlix, and their AI features, we've streamlined our operations, significantly reduced downtime, and elevated the quality of service we provide to our customers.
Markus Schetter
CEO, Wilhelm Schetter

With Knowlix, we found not only great employees but also people who fit our culture. The recruitment process was quick.

Roger Dokidis
Roger Dokidis
Marketing Specialist
FAQs

Frequently asked questions

Is Odoo suitable for agencies and service companies?

Yes. Odoo combines CRM, Sales, Project, Timesheets, Planning and Invoicing, so you can run every client project from the first quote to the final invoice in one system.

Can Odoo invoice based on timesheets?

Yes. Odoo can invoice time and materials from timesheets, fixed prices or milestones, and creates invoices straight from the project.

Can I see the profitability of each project?

Yes. Odoo compares the time and costs spent on a project with what you have invoiced, so you see profitability per project and per client.

Can clients follow their projects?

Yes. With the customer portal, clients can see tasks, timesheets, quotes and invoices, and approve quotes online.

How long does it take to set up Odoo for a service business?

Most service businesses go live within a few weeks. Knowlix gives you a clear price and go-live date after the requirements workshop.