Software for installers

Software for field-service installers

Scheduling engineers, handling work orders, invoicing maintenance contracts and getting job costing right - usually spread across separate tools that do not talk to each other. Odoo brings it into one system, from first quote to final invoice.

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Where installation companies get stuck

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Planning and work orders fragmented
Invoicing maintenance contracts by hand
Separate tools that do not connect
No view of job costing

What Odoo solves for an installation company

Where installation companies get stuck

Planning and work orders fragmented. Planning lives in Excel, the work order on paper or in a separate app, and the engineer only learns on site what needs doing. Hours and materials come back late, or never.

Invoicing maintenance contracts by hand. Billing subscriptions and maintenance contracts is repetitive and error-prone. A missed renewal or wrong term costs margin directly.

Separate tools that do not connect. CRM, inventory, purchasing and accounting in separate tools means double entry, no live stock view in the van, and numbers that are never real-time.

No view of job costing. What did a project or service visit really cost in hours and materials? Without that link you steer on gut feeling instead of margin.

What Odoo solves for an installation company

Odoo is one platform with built-in apps for exactly the processes of an installation and service business. Switch on what you need and expand as you grow.

Field Service and work orders. The engineer sees the job on their phone, logs hours and materials on site, gets the customer to sign and the invoice is ready. No paper, no chasing.

Scheduling engineers and crews. Plan visits and projects by availability, skills and region. Changes are visible instantly at the office and in the field.

Maintenance contracts and subscriptions. Recurring billing runs automatically: contracts, terms and renewals with no manual work, with bulk invoicing for large volumes.

Inventory, purchasing and accounting. One live stock view, purchasing tied to projects and accounting that moves in real time - without double entry.

Our own planning tool: RogerDone

Where standard scheduling falls short, we built RogerDone: a smarter planning layer on top of Odoo Field Service, made for companies running many service and maintenance visits. You get the depth of specialised software, inside your own Odoo.

How Zo Veilig does it

6,000 customers

~10,000 invoices per month

1 platform

Zo Veilig installs and manages security systems for 6,000 customers. Odoo connects planning, work orders, contract management and invoicing - including custom links to the Securitas and Alarm.com control rooms and a controlled bulk run of around 10,000 subscription invoices per month.

Read the Zo Veilig case

Is Odoo the right choice for your installation company?

Honestly: if you do just one thing and a ready-made niche package already covers it perfectly, Odoo is not automatically the best choice. Odoo shines the moment you want to connect multiple processes - planning, service, contracts, inventory and accounting - and not be locked into separate tools that do not talk. We will tell you honestly if a lighter alternative fits better.

Alternative software for installation companies

Odoo is not the only option. The drawback of many of these tools: they are standalone solutions, so you keep separate systems for planning, inventory and accounting. Odoo connects them in one platform. An honest overview - follow the links for the full comparison. Price is an indication per user per month: € low, €€ medium, €€€ high.

Software	Strong at	How Odoo differs	Price
Simple-Simon	Fast work-order app, lightweight	Standalone; Odoo also connects inventory, contracts and accounting	€€
FieldBuddy	Field service management, planning	Standalone FSM; in Odoo service sits in the same system as invoicing and inventory	€€
Outsmart	Work orders and planning for service engineers	Standalone; Odoo links the work order straight to the invoice and the books	€€
Shiftbase	Staff scheduling and time tracking	Rostering only; Odoo does planning and the rest of your operations	€
Salesforce Field Service	Enterprise field service, very powerful	Powerful, but expensive and complex for SMBs	€€€
AFAS	Payroll and finance (NL)	Odoo more flexible, with mobile Field Service	€€€
Exact	Accounting	Odoo is one platform instead of separate modules	€€
Odoo (via Radical Fanatics)	All-in-one, mobile in the field	-	€€

Frequently asked questions about software for installers

What software do installation companies use?

Many combine a planning tool, a work-order app, an inventory package and an accounting package. The downside is double entry and numbers that do not add up. An ERP like Odoo brings planning, work orders, maintenance contracts, inventory and accounting into one system, so data is entered once.

Can Odoo handle work orders and engineer scheduling?

Yes. Odoo Field Service lets the engineer log hours and materials on their phone, get the customer to sign and invoice immediately. The planning app assigns visits by availability, skills and region, with changes in real time.

How does Odoo handle maintenance contracts and subscriptions?

The Subscriptions app runs recurring billing automatically: contracts, terms and renewals without manual work. For large volumes, controlled bulk invoicing is possible - at Zo Veilig it is around 10,000 subscription invoices per month.

Does it work on the engineer's phone?

Yes, the Field Service app works on mobile. The engineer sees their jobs, logs work on site and can work offline; everything syncs once there is a connection.

What does software for an installation company cost?

It depends on the number of users and the apps you switch on. Odoo charges per user per month plus a one-off implementation. Ask us for a concrete estimate based on your number of engineers and processes - we are open about it.

See Odoo on your installation company's processes

In a 30-minute demo we show planning, work orders and contract invoicing live - on your situation, by a senior consultant.

Book a demo Read the Zo Veilig case