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Professional Services & Consulting ERP

Odoo for Professional Services
Deliver billable projects on one unified platform.

Synodica configures Odoo ERP around project profitability, billable timesheets, milestone invoicing, resource capacity planning, and client portals — not generic templates.

Billable Timesheets Project Profitability Resource Capacity Retainer Invoicing
Project AccountingMaximized Margin
Professional services project management ERP
Timesheets100% Billable Utilization
Real-Time Billable Timesheets Project Profitability & Margin Audit Resource Capacity & Allocation Milestone & Fixed-Fee Invoicing Client Self-Service Portal Expense Reimbursables & Approvals Contract Retainers & SLA Tracking Real-Time Billable Timesheets Project Profitability & Margin Audit Resource Capacity & Allocation Milestone & Fixed-Fee Invoicing Client Self-Service Portal Expense Reimbursables & Approvals Contract Retainers & SLA Tracking
Capabilities

Built for consulting, IT agencies,
engineering, and legal.

Not fragmented timesheet tools — a central Odoo PSA engine connecting project delivery, billable hours, milestone billing, and financial profit margins.

Project Accounting
Real-Time Project Profitability & Margin

One financial dashboard tracking labor cost, billable rate, reimbursable expenses, and profit margin per client account.

AC
Acme Corp — Cloud Migration
68% Margin
GL
Global Tech — Retainer
Active
NX
NextGen — Advisory
Milestone 2
BL
BlueSky — Implementation
Delivered
  • Automated cost vs. revenue margin analysis
  • Fixed-fee vs. Time & Material billing
  • Real-time WIP (Work In Progress) revenue recognition
Timesheets
Mobile & Browser One-Click Timesheets

Consultants log billable and non-billable hours directly on tasks. Managers approve with one click.

Senior Consultant Billable91% Utilization
Solution Architect Team82% Utilization
Junior Analyst Team65% Utilization
Resource Allocation
Target Resource Utilization
88%

Optimal bench management and capacity planning across engineering, consulting, and design teams.

Client Experience
Client Portal & Milestone Sign-off

Clients view project timelines, approve task milestones, download timesheet reports, and pay invoices online.

  • Self-service milestone approval portal
  • Automated recurring retainer invoicing
  • Expense receipt upload & client re-billing
  • Integrated e-signature for proposals & SOWs
  • ↓ 50% faster invoice payment collection
Invoicing Engine
Automated Milestone & T&M Invoicing

Convert approved timesheets and project milestones into branded client invoices in seconds.

Live Billing Approval Queue
INV-4091 — Milestone 3
Approved
INV-4093 — T&M Timesheets
Sent
INV-4095 — Monthly Retainer
Paid
Expense Control
Reimbursable Expense Re-billing

Track consultant travel, accommodation, and software expenses with automatic client re-billing rules.

  • Mobile Receipt Capture & OCR
  • Multi-Currency Travel Expenses
  • Zero Unbilled Reimbursable Loss
Proven Impact

What happens after
Synodica goes live

Real operational and financial outcomes from professional services ERP rollouts across IT agencies, consultancies, and engineering practices.

48wkAgency go-live timeline
88%Billable resource utilization
50%Faster invoice payment cycle
0Unbilled billable timesheet leakage
Why Synodica

We speak billable margins,
not just ERP.

Most ERP rollouts stall in professional services because generic accounting software misses timesheet approvals, resource bench planning, and retainer reconciliation. We configure Odoo around project delivery reality.

  • Project & Rate Card Structure FirstConsultants map your billable rate cards, cost rates, and project milestone structures before configuration.
  • One-Click Timesheet ApprovalStreamlined mobile and browser timesheets linked directly to project tasks and billing contracts.
  • Validated Financial MigrationActive client contracts, WIP balances, rate cards, and historical invoices migrated accurately.
  • On-Site Agency SupportDedicated support through your first monthly billing run, timesheet audit, and financial close.
Maximized Margins
Real-time WIP reporting
Consulting team in project strategy session
0 Timesheet Leakage
100% Billable accuracy
Core Modules

Every team & project, one system.

From initial proposal to resource allocation to client billing — all managed on Odoo ERP.

Billable timesheet tracking and mobile logging
Timesheet Management
Billable Hours & Tracking

Mobile timesheets, manager approvals, and automated billable vs. non-billable classification.

Project accounting and profitability reporting
Project Accounting
Profitability & WIP Margin

Real-time cost vs. revenue analysis, milestone billing, and WIP revenue recognition.

Resource capacity planning and team allocation
Resource Planning
Resource Capacity & Bench

Team capacity heatmaps, bench management, and skills-based task assignment.

Client self-service portal and invoicing
Client Portal
Client Portal & Retainers

Self-service milestone sign-offs, online invoice payment, and retainer balance tracking.

Implementation

How we get you live

Service-first implementation designed for zero client disruption. Typical agency timeline: 4–8 weeks.

1
Weeks 1–2

Discovery & Rate Audit

We audit your rate cards, project contracts, timesheet processes, and billing rules before a single config is set.

2
Weeks 3–4

Configuration & PSA Setup

Odoo Project, Timesheet, Invoicing, and Client Portal configured per practice requirements.

3
Weeks 5–6

Data Migration & UAT

Active client projects, WIP ledgers, rate cards, and historical invoices migrated and verified.

4
Week 7+

Go-Live & Support

Go-live with Synodica on-site through your first monthly billing run and timesheet close.

FAQs

Frequently asked questions

Odoo combines consultant hourly cost rates with billable client billing rates, tracking timesheets, milestone invoices, and reimbursable expenses in real-time.
Yes. Consultants use native iOS/Android mobile apps or browser widgets to log time against specific project tasks with one tap.
Odoo supports fixed-fee milestone triggers, recurring monthly retainer billing, and Time & Material (T&M) invoicing with automated timesheet attachments.
A professional services rollout covering timesheets, project accounting, and client portals typically runs 4–8 weeks.
Yes. The Odoo Client Portal enables clients to review project deliverables, sign off on milestones electronically, and pay invoices directly.

Ready to maximize your
billable project margins?

Talk to Synodica's professional services Odoo specialists about your client accounts, team utilization, and billing stack. Built around your practice.

30-minute discovery call
Review rate cards, timesheets & billing rules
Custom implementation plan
PSA scope, client portal & agency roadmap
Go live in 4–8 weeks
Service-first rollout, zero client downtime