odoo_roofing_service_management

Efficient Roofing Installation and Infrastructure Development

Comprehensive Roofing Construction and Maintenance Solutions

Roofing Engineering and Construction for Durable Structures

Advanced Roofing Systems and Services

Professional Roofing Installation for Residential and Commercial Projects

Roofing Project Management | Roof Waterproofing Services

The Roofing Service Management module for Odoo streamlines the entire roofing project lifecycle, from lead management to job completion. It enhances CRM opportunity tracking with job inspections, enables seamless estimates-to-quotations conversion, and optimizes project and task management. The module also integrates purchase requisitions, job costing, and contract management, ensuring financial and operational efficiency. Customers can access their estimates and job inspections via a portal, enabling digital approvals and real-time project tracking.

This Odoo app offers a complete suite of features for efficient roofing installation and infrastructure development management. It supports comprehensive roofing construction, maintenance tracking, and engineering workflows to ensure durable and reliable structures. The system enables users to manage advanced roofing systems and services, with modules for both residential and commercial project handling. It also includes professional tools for scheduling and tracking roofing installation tasks, along with end-to-end roofing project management capabilities. Additionally, the app provides functionality for managing roof waterproofing services, helping businesses deliver quality and long-lasting roofing solutions.


Key Features of the Roofing Service Management App for Odoo

  1. CRM Opportunity Management
    1. The CRM Opportunity Pipeline Kanban View in Odoo provides a structured way to manage roofing and waterproofing leads, ensuring efficient tracking of sales progress. The Opportunity Form View includes a Job Inspections Smart Button, enabling seamless access to related inspections. With one click, the Job Inspections Kanban View opens, allowing real-time monitoring of ongoing site assessments, roof condition reports, and waterproofing evaluations.
  2. Job Inspections Management
    1. The Job Inspections Form View is designed for thorough tracking of roofing and waterproofing projects. It includes an Inspections Tab with an Estimates Smart Button for instant cost evaluations. The Result Tab records inspection findings, the Photos Tab stores site images, and the Internal Notes Tab ensures clear team communication. Users can seamlessly navigate to the Estimates List View from the smart button and access the Estimates Form View, where each estimate is linked to the respective job inspection for easy reference.
  3. Estimates & Quotations
    1. Estimates for roofing repairs, replacements, or waterproofing solutions can be quickly converted into quotations using the Quotation Form View (Odoo Standard). Upon approval, these quotations transform into Sales Orders, managed within the Confirmed Quotation / Sales Order Form View (Odoo Standard). This ensures a smooth transition from cost estimation to project execution, eliminating delays in client approvals and material procurement.
  4. Project & Task Management
    1. The Projects Kanban View (Odoo Standard) provides an organized overview of all ongoing roofing and waterproofing projects, allowing efficient tracking and coordination. The Projects Form View includes a Tasks Smart Button for quick access to site tasks such as material delivery, roof preparation, waterproofing membrane application, and final inspections. The Tasks Kanban View visually organizes tasks for better workflow management, ensuring all job phases—from initial assessment to final sealing—are completed efficiently.
  5. Purchase Requisition
    1. The Purchase Requisition Form View streamlines the procurement of roofing materials, waterproofing membranes, adhesives, sealants, and safety gear. Users can specify required materials, quantities, and preferred vendors, ensuring a transparent and structured purchasing process that prevents material shortages and project delays.
  6. Job Costing
    1. The Job Cost Sheet Form View helps roofing and waterproofing service providers track project expenses with categorized cost tabs. The Materials Tab records costs for shingles, tiles, sealants, and insulation; the Labour Tab tracks workforce expenses for roofers, waterproofing specialists, and contractors; and the Overhead Tab includes additional project costs such as permits, equipment rentals, and waste disposal. This structured cost tracking ensures accurate budgeting and profitability analysis.
  7. Contract Management
    1. The Contracts Form View centralizes contract details for roofing and waterproofing agreements. The Contract Details Tab stores key terms and conditions, while the Project Field & Plan Details Tab links contracts to specific projects, outlining warranties, maintenance plans, and service agreements. The Internal Notes Tab allows for internal documentation of client preferences, special requests, and compliance details.
    2. A dedicated Project Field is added to the Contracts Form View, linking contracts directly to specific roofing projects for seamless project tracking and management.
  8. Customer Portal for Estimates & Digital Approvals
    1. The Your Estimates Menu in the customer portal allows roofing and waterproofing clients to easily access their estimates. The Estimates List View displays pending and approved estimates, while the Estimates Form View includes a Sign & Accept Button for quick digital approval. Once signed, the Customer Signature is captured, ensuring a transparent and hassle-free approval process that speeds up project initiation.
  9. Customer Access to Job Inspections
    1. The Job Inspections Menu in the customer portal enables clients to track their roofing and waterproofing inspections, ensuring full transparency. The Job Inspection List View provides an overview of all assessments, while the Job Inspection Form View offers detailed insights, including photos, inspection results, and recommendations for repairs or waterproofing treatments.
  10. For more details, please check the dependent apps listed in the "Depends" section on the app page.
  11. For more details, please also check the screenshots below showcasing the workflow, as well as the demo video.

Edition Compatibility:


Enterprise Odoo.sh Community

Kanban View for CRM Opportunity Pipeline (Odoo Standard)

CRM Opportunity Pipeline (Odoo Standard) Form View Featuring Job Inspections Smart Button

Seamless Navigation to Job Inspections Kanban View via Smart Button

Kanban View for Job Inspections

Job Inspections Management: Inspections Tab & Estimates Smart Button

Job Inspections Management: Result Tab

Job Inspections Management: Photos Tab

Job Inspections Management: Internal Note Tab

Navigate to Estimates List View from Job Inspections Form Smart Button

Job Inspection Field in Estimates Form View

(Odoo Standard) Quotation Form View

Sales Order Management with Confirmed Quotations in (Odoo Standard) View

(Odoo Standard) Projects Kanban View

(Odoo Standard) Projects Form View with Linked Tasks Smart Button

(Odoo Standard) Tasks Kanban View

Purchase Requisition Form View

Job Cost Sheet Form View Featuring Materials Tab

Job Cost Sheet Form View Featuring Labours Tab

Job Cost Sheet Form View Featuring Overhead Tab

Contracts Form View Featuring Contract Details Tab

Contracts Form View Featuring Project Field and Plan Details Tab

Contracts Form View Featuring Internal Note Tab

Customer Login Feature: Your Estimates Menu Added to My Account Portal

Customer Portal: Your Estimates List View

Customer Portal: Your Estimates Form with Sign & Accept

Sign Popup Opens After Clicking Sign & Accept

Digital Signature Captured in Your Estimates Form View

Customer Login Feature: Job Inspections Menu Added to My Account Portal

Customer Portal: Job Inspections List View

Customer Portal: Job Inspections Form View

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

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