Projects, time tracking and billing in one system
Esrap helps professional services firms tie sales, project management, time and billing into one manageable whole.
Who is it for?
Esrap is suitable for professional services firms where work is based on expertise, projects and team time, and where profitability depends on how well work execution and billing are linked.
Consulting and project services
Examples:
- Management and process consulting
- Marketing and digital agencies
- HR, training and coaching services
Main focuses
- Offers and orders
- Resource planning
- Measuring project results
Office and specialist services
- Accounting and financial services
- Legal and compliance services
- Engineering and architectural offices
Main focuses
- Client work and deadline management
- Recurring services and contracts
- Billing and service profitability
Engineering and technical project services
- Engineering offices
- Architectural offices
- Technical design and expertise services
Main focuses
- Project phases and deadline management
- Resource load and budget control
- Documentation, billing and profitability
Typical problems
In professional services, the main bottlenecks arise when sales, project work, time consumption and billing no longer work in the same logic.
Offers, project work and invoices are in different systems
The breakdown of billable and non-billable time is inaccurate
Resource planning is manual and delayed
Recurring services and contracts are not in the same management logic
How Esrap helps
Esrap helps to adopt Odoo in a way that supports the real work organization of the service company without having to redo the entire system at once.
Let's start with the most critical process
We agree on a clear scope of work and stages
We connect sales, projects, time tracking and billing in one system
What a well-implemented Odoo provides in a service company
Clearer link between doing work and billing
Projects, time consumption and invoicing are linked in the same system.
Better visibility into team workload
Resource planning and work distribution are more manageable.
A more detailed overview of the project's profitability
Better insight into which jobs create value and where bottlenecks occur.
Less manual work in everyday processes
The need to transfer data between different tools is reduced.
Better customer and contract management
Offers, repeated services and customer communication are in a unified logic.
A stronger foundation for growth
The solution supports team and workload growth without breaking processes.
What a well-implemented Odoo provides in a service company
Clearer link between doing work and billing
Projects, time consumption and invoicing are linked in the same system.
Better visibility into team workload
Resource planning and work distribution are more manageable.
A more detailed overview of the project's profitability
Better insight into which jobs create value and where bottlenecks occur.
Less manual work in everyday processes
Väheneb vajadus andmeid ümber tõsta eri tööriistade vahel.
Better customer and contract management
Offers, repeated services and customer communication are in a unified logic.
A stronger foundation for growth
The solution supports team and workload growth without breaking processes.
Odoo modules for a successful service company
In professional services firms, the focus of the solution depends on whether the work is project-based, retainer model, or recurring services.
From leads to deals
CRM and Sales help link inquiries, offers and orders into a single stream.
Project work and time consumption
Project and Timesheet help manage work execution, billable time and project performance.
Resources and team planning
Planning helps manage workload, deadlines and team availability.
Billing and financial view
Recurring services and contracts
Subscriptions helps manage standing contracts and recurring service billing.
Support inquiries and customer communication
Helpdesk helps manage customer inquiries and link them to jobs and responsibilities.
Odoo modules for a successful service company
In professional services firms, the focus of the solution depends on whether the work is project-based, retainer model, or recurring services.
From leads to deals
CRM and Sales help link inquiries, offers and orders into a single stream.
Project work and time consumption
Project and Timesheet help manage work execution, billable time and project performance.
Resources and team planning
Planning helps manage workload, deadlines and team availability.
Billing and financial view
Recurring services and contracts
Subscriptions helps manage standing contracts and recurring service billing.
Support inquiries and customer communication
Helpdesk helps manage customer inquiries and link them to jobs and responsibilities.
Interested?
Ask for clarifications or more information about our professional services solution.
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