Efficient Underground Utility (Water, gas, and electric) Construction and Contracting Project
Comprehensive Bidding, Estimation, and Job Costing for Civil Infrastructure
Streamlined Workflow for Utility (Water, gas, and electric) Construction and Equipment Maintenance
Smart Job Order Handling with Material and Maintenance Integration
Automated Estimation to Quotation and Invoice Generation
Project Tracking, Renewals, and Procurement in One Platform
The Underground Utility (Water, gas, and electric) Management Construction module in Odoo offers a complete solution for managing contracts, bids, job estimates, job orders, and equipment maintenance. It includes dynamic Kanban boards, detailed contract forms with invoicing and renewal features, bid tracking with project creation, and comprehensive job estimating tools for materials, labor, and overhead. The module streamlines operations with smart buttons for actions like sending emails, creating quotations, and generating job cost sheets. It also enhances maintenance workflows with automated checklist and material setups, enabling efficient job order creation and material requisition management all integrated within a user friendly interface.
Key Features of the Underground Utility (Water, gas, and electric) Management Construction App for Odoo
- Bid Management
- Bids Kanban View for tracking bid stages.
- Form view includes Tender Details, Attached Documents, Location Details, and Other Information tabs.
- Create Project button visible when "Enable Project Creation" is activated for that bid stage.
- Project created is shown under the Other Information tab.
- Internal Notes Tab for secure team collaboration.
- Estimation and Quotation
- Smart Estimate button from Bid opens the Estimation Form View.
- Estimates broken down into Material, Labour, and Overhead tabs.
- Send by Email button launches a detailed email composer with cost summary.
- Email includes total estimate and individual breakdowns.
- Customer notifications also available via Chatter.
- Approved estimates can generate Sales Quotations via smart button.
- Quotation includes reference to the originating Job Estimate.
- Job Costing
- Job Cost Sheet Wizard allows creation from an estimate.
- Form View contains Materials, Labour, and Overhead tabs, along with estimate references.
- Job Order Management
- Job Orders List and Kanban views for active tracking.
- Job Orders include website and Purchase Requisitions details.
- Smart Button to access linked Purchase Requisitions.
- Contract Management
- Contracts Workflow Kanban Board for visual tracking of contract stages.
- Contract Form with Contract Details, Plan Details, and Internal Notes tabs for complete documentation.
- Create Invoice and Send by Mail buttons are available on the Active Contract stage.
- Clicking Create Invoice on the contract opens the related customer invoice (Odoo Standard).
- Send by Email button initiates the email composer for sending contracts directly.
- Contracts nearing their expiration automatically transition to the Expired Soon stage.
- Expired contracts move to the Expired stage with a Renew button to launch a renewal wizard.
- Renewal creates a new contract linked to the parent contract for versioning.
- Is Contract field is visible on Product Form (Odoo Standard) for service type products.
- Equipment Maintenance
- Equipment Form includes Maintenance Plan Materials and Maintenance Checklists tabs.
- Maintenance Requests auto populate materials and checklists based on Equipment configuration.
- Job Orders can be created directly from Maintenance Requests.
- Material Requisition Button integrated within the Maintenance Request form.
- Material Requisitions List View includes references to related Maintenance Requests and Job Orders.
- For more details, please check the dependent apps listed in the "Depends" section on the app page.
- For more details, please also check the screenshots below showcasing the workflow, as well as the demo video.
Edition Compatibility:
Enterprise Odoo.sh Community
Contractor and Vendor Bidding Platform for Public and Private Tenders
Bids Kanban View
Form View of Bid with Tender Details Tab
Bid Form View with Attached Documents Tab
Bid Form View Including Location Details Tab
Bid Form View with Other Information Tab with Create Project Button
Note : This button will be displayed only if the Enable Project Creation boolean is ticked for that stage.
Bid Based Project Creation with Tender Details
Project stored on Other Information Tab
Bid Form View Featuring Internal Notes Tab
Smart Estimate Button in Bid Form View
Estimate Details Form View for Bid
Sales Job Cost Estimation: Materials, Labour, and Overhead
Job Estimate Form: Material Estimation Tab
Job Estimate Form: Labour Estimation Tab
Job Estimate Form: Overhead Estimation Tab
Job Estimate Form: Send by Email Button
Open Email Composer for Job Estimate
This email template provides a comprehensive summary of material, labour, and overhead costs, as well as the total project estimate, which is then sent to the customer.
Send Email Notifications to Customer via Chatter
Create Sales Quotation from Job Estimate in Approved stage
Access Sales Quotation via Smart Button
Job Estimate Form: "Quotation Created" Status with Reference
Display Job Estimate Reference in Quotation Form
Job Estimate to Job Cost Sheet: Create or Update for Construction and Contracting Projects
Job Estimate: Material Cost Estimation
Job Estimate: Labour Hours Estimate
Job Estimate: Overhead Cost Estimate
Job Cost Sheet Wizard: Select Action to Create New Job Cost Sheet
View Job Cost Sheet Form: Show Materials Tab and Estimate Reference
View Job Cost Sheet: Labour Tab Overview
View Job Cost Sheet: Overhead Costs Overview
Customer Contracts Management
Contracts Workflow Kanban Board
Contract with Contract Details Tab
Contract with Plan Details Tab
Contract with Internal Note Tab
Actived Contract Stage with Create Invoice and Send by Mail Button
Access the Created Customer Invoice [Odoo Standard] from Contract by Clicking **Create Invoice** on the Contract Form
Send by Email Button on the Contract
Initiate the Email Notification by Selecting Send by Email on the Contract
Contract in Expired Soon Stage
Contract nearing their expiration date will have their status updated to **Expired Soon**.
Contract in Expired Stage with Renew Button
Contract that have passed their expiration date will have their status updated to **Expired**.
Click **Renew** to Launch the Contract Renewal Wizard
Renew the Contract by Creating a New Contract and Linking to the Parent Contract
Is Contract Field Available on the Product Form View in Odoo Standard
If the product type is **Service**, it will be displayed as **Is Contract** option on the product.
Job Orders List View
My Account Open Job Order View
PDF Report Job Order
Job Orders Kanban View
Job Order with Website Details
Job Orders with Purchase Requisitions Tab and Purchase Requisitions Smart Button
Open Purchase Requisitions from Job Order
Purchase Requisitions with Job Order and Project
Enhancing Equipment Performance with MRO Maintenance Excellence
Equipment Form: Maintenance Plan Materials Tab
Equipment Form: Maitenance Checklists Tab
Managing Maintenance Requests Directly from Equipment Form
When you select equipment on the Maintenance Request form, the system will automatically set all planned materials configured on the Equipment form when you save the record after creation.
Managing Maintenance Requests Using Checklists with Create Job Order Button
When you select equipment on the Maintenance Request form, the system will automatically set all checklists configured on the Equipment form when you save the record after creation.
Creating Job Orders Directly from the Maintenance Request Form
Maintenance Request Form with Integrated Material Requisition Button
Access and Manage Material Requisitions in List View
Material Requisition Form View with Maintenance Request and Job Order References
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training