Improving Roofing Business Operations with Odoo

We successfully streamlined project timelines and enhanced coordination between field and office teams, which led to a 70% improvement in resource efficiency. Automated billing improved accuracy, while reliable, timely service kept customers happy.

A Belgian roofing company was struggling with disorganized operations, poor real-time coordination, and manual billing, which slowed down invoicing and led to issues with tool and workflow management. We helped by organizing project planning with centralized management, giving field teams real-time mobile updates, and automating billing. Efficient tracking of tools and staff reduced downtime, making operations faster and smoother.

Number of employees: 10+

Project Brief

The aim of this project was to provide a complete solution to help manage various types of orders, deliveries, planning, documentation, and project activities. The client had used Odoo before but faced several issues with its default workflows. To simplify their operations, we built a system tailored to fit their needs perfectly.

The solution was implemented on odoo.sh with Odoo version 18 and was a combination of standard modules and custom-developed modules. Custom-built components were designed specifically to meet the way the client operates to inline with both their manufacturing and trading workflow.

Business Needs & Challenges

Sales Order & Project Management

There are many sales orders for each customer, and each sales order have separate project and managed individually. As a result, the orders must be processed individually and as a result take longer to manage an overall sales order, which is inefficient.

Managing Delivery of Sales Orders

Every sales order is linked with a delivery and projects. When managing everything for a customer, it is difficult to take stock of what has been delivered; so it means toggling between the projects to check what has been done so far.

Custom Report Generation

Roofing projects typically entail numerous documents and site photos. Currently, if you want to see these files it means going into each project individually, which is time consuming. It is also time-consuming to collate everything into a single report.

Invoice Management Complexity for Linked Sales Orders

Each sales order has its own invoice, and payments are made individually for each one. This process becomes very time-consuming, especially for sales orders with a parent-child relationship. Creating and managing separate invoices for each sales order makes the overall process lengthy and inefficient.

Complexity to Alert The Supplier

In Planning, plans are created and assigned to teams, and they are also created for projects. A supplier or customer may be linked to a project, but there is currently no ability to alert them about the created plans from Planning.

Technology Stack & Tools

Implementation Overview

Parent-Child Links for Sale Orders

To enhance traceability, we have created a Parent-Child structure for Sale orders for the same customer. This makes it much easier to manage groups of orders together and simply obtain the information required; especially since you may be managing multiple orders on the same client at this time.

One Project for Parent and Child Sale Orders

We try and we can have our Sale Orders managed all under one project, instead of managing them as separate projects. This is obviously more efficient, saves time, minimizes duplication of actions and helps keep everyone on the same page throughout the project.

Ability to Merge Multiple delivery

We have multiple deliveries for multiple sales orders. If the sales orders have a parent-child relationship, all deliveries are linked to a single project, which is created from the parent sales order. There is also the ability to merge all deliveries within the project.

Report on Site Photos and Documents

Now site photos and documents can all be tagged and included in the site execution report; having it all in one report from photos to document makes it easier to review, sign, keep track and make records all in one location.

Consolidated Invoicing with Down Payment Options

To streamline billing for linked sales orders, a Consolidated Invoicing feature has been introduced. It allows grouping multiple related sales orders into a single invoice, reducing manual effort. Also supports down payments, either as a percentage or fixed amount, making it easier to manage upfront payments. Currently, this functionality is limited to regular payment flows.

Alert The Supplier

A button was added to the Planning module that allows users to manually alert the linked supplier or customer about a specific plan. When clicked, it sends an email containing key details of projects and plan.

Business Impact

Improved Operational Efficiency

Consolidating multiple sales orders under one project made a significant impact on how the team operated. Rather than flipping between records, they could do the work all in one place. This reduced a lot of administrative time from the work - from 30-40%, and gave the team more time to perform the work and stay in contact with customers.

Enhanced Document Control & Reporting

Having all the site photos and documents in one location became very convenient for everyone. Reports that previously would take hours to put together could now be prepared in a matter of minutes. As a result, tracking internal documents was streamlined, and customers received quicker updates and approvals as well - this essentially cut internal reporting time in half.

Improved Customer Experience

With improved communication, better planning, and faster access to important role relevant documents, customers could see that there was a change in the project process. The overall project experience felt a lot more organized and professional. The company built customers trust and left a great impression. Overall customer satisfaction increased and the organization was able to further establish their reputation in terms of quality and reliability.

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