Certified Odoo Implementation Partner
Odoo ERP for Professional Services
Timesheets, project billing, resource planning, approvals, and reporting evaluated in Odoo ERP.
Solvync configures Odoo ERP for Alberta consulting firms, agencies, and service providers across CRM, projects, timesheets, billing, resource planning, approvals, and reporting.
- Odoo Partner
- Ready tier, listed on odoo.com
- Canadian delivery
- Serving Alberta and Canada
- Discovery first
- Timeline confirmed by scope
Also serving Cannabis, Construction, Distribution
See Project working before you commit
Open Odoo's free live demo, click through a real Project instance, then talk to us about fitting it to your operation.
Professional services ERP for projects, time, billing, and margin
A professional services firm needs a connected lead-to-cash process: opportunity, proposal, contract, project, staffing, time and expense capture, approval, billing, collection, and profitability. Odoo ERP can bring those records together without turning delivery into an accounting exercise. The implementation should reflect how the firm actually sells and delivers work, including fixed-fee, time-and-materials, milestone, retainer, and recurring arrangements where they apply.
Opportunity to approved scope
Connect CRM opportunities, estimates, contract terms, deliverables, rates, milestones, assumptions, and approvals before a project is opened for delivery.
Projects, resources, and delivery
Test project templates, tasks, dependencies, capacity, assignments, deadlines, documents, client communication, and delivery status against real engagement patterns.
Time, expenses, and billing evidence
Define who records and approves time and expenses, what becomes billable, how exceptions are resolved, and which supporting detail appears on the customer invoice.
Utilization, work in progress, and margin
Align operational and finance definitions for capacity, utilization, backlog, work in progress, billed value, recognized revenue, cost, and engagement margin before building dashboards.
A useful demonstration follows one engagement from proposal to collection and shows how delivery records reconcile to accounting. Access, approvals, and reporting should be validated by role before go-live.
Professional services workflows to test in Odoo 20
Run each workflow on one real engagement in a test database before go-live. When the third column holds without manual corrections, that part of the firm is ready.
| Workflow | Odoo 20 feature to test | What proves it works |
|---|---|---|
| Signed proposal opens and staffs the engagement | Service product with Create on Order set to Project and Task, and Plan Services with a role | Confirming the quotation creates the project and task, and Planning shows shifts for the role named on the product. |
| Hourly billing from approved time | Invoicing Policy set to Based on Timesheets, timesheets linked to a Sales Order Item, and reviewers with User: all timesheets access | A reviewer validates the team's week, the sales order's Delivered column matches those hours, and the draft invoice lists the work. |
| Phased fees on fixed-scope work | Invoicing Policy set to Based on Milestones, with a Delivered % on each project milestone | Marking a milestone reached updates the delivered quantity on the sales order line, ready to invoice. |
| Retainers and prepaid blocks of hours | Invoicing Policy set to Prepaid/Fixed Price in Hours, plus down payment invoices where the engagement letter calls for them | The client receives an invoice before any time is logged, and the project dashboard shows that revenue beside the cost of hours worked. |
| Travel and disbursements charged back to the client | Expense categories with Re-Invoice costs set to At cost or Sales price, and the Customer to Reinvoice field on each expense | Once a manager approves and accounting posts the expense report, the expense appears on the client's sales order for invoicing. |
| Margin by engagement, client and practice area | Project profitability dashboard tied to the project's analytic account, with analytic plans for practice area or office | Expected, to invoice and invoiced revenue sit beside timesheet, purchase and expense costs for each project. |
Canadian professional services details to settle before go-live
Each item changes how taxes, vendor records or year-end entries are set up in Odoo, so confirm the treatment with the firm's accountant first.
GST/HST for clients in other provinces
CRA's place-of-supply rules for services generally follow the client's business address most closely connected with the work, which is usually the address that hired the firm (GST/HST Memorandum 3-3-6). A Calgary firm billing a Toronto client may need to charge HST. In Odoo, that means the correct provincial fiscal position on each client record, agreed with the accountant.
Provincial sales tax on certain services
B.C. charges 7% PST on legal services provided to clients who reside or carry on business in B.C., subject to exemptions (Bulletin PST 106). Saskatchewan taxes accounting services that relate to the province (PST-62) and applies 6% PST to 30% of qualifying engineering and architectural design fees (PST-65). Firms with clients there need those taxes built and tested.
Contractors, employees and T4A slips
Many firms bring in self-employed specialists. Under CRA guidance, employment status depends on the working relationship as a whole, and fees paid for services are reported in box 048 of the T4A slip, excluding GST/HST and PST. Keep contractors as vendors, post their fees to a dedicated expense account, and agree that account with the accountant so the year-end T4A figures come from the ledger.
Work in progress and revenue timing
CRA's guide T4002 says a self-employed professional's income normally includes the value of work in progress at the end of the fiscal period. Ask the accountant how unbilled time and partly finished milestones should be valued at year end, and whether retainers billed in advance belong in deferred revenue. Odoo Accounting can then spread deferred revenue across periodic entries.
Ready to Transform Your Business with Odoo?
Book a free 30-minute business audit. No commitment, just clarity on how Odoo ERP fits your operations. Or review Solvync's Canadian Odoo migration planning guide.
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- Clarify the need
- Control the scope
- Plan the next step
Run one engagement through Odoo
Bring a proposal that became a project and an invoice. We trace time, expenses, and billing through Odoo and show what margin reporting would look like for that engagement.