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Services & Trades

Turn calls into clients.

Scheduling, invoicing and support built in. From solo practitioners to full-service firms, streamline appointments, payments and client relationships so you can focus on the work.

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What we fix

The headaches, and what replaces them.

Missed calls and lost bookings→Online scheduling captures appointments anytime and reduces no-shows
Scattered client details→One profile with history, preferences and communication
Slow or missed payments→Invoices, deposits and recurring billing in the same system
Time lost to admin→Automated reminders, confirmations and recurring tasks
Hard to stand out→Reviews, referrals and loyalty tools build repeat business
A day on the platform

Picture a personal trainer running in-person and online sessions.

One connected workflow, from booking to payment to the next visit.

  1. A new client books online. The appointment syncs to the trainer’s calendar and a confirmation goes out instantly.

  2. An automated reminder before the session reduces no-shows.

  3. After training, the system generates an invoice, takes a card payment and logs it.

  4. Progress and preferences are saved to the client’s profile for next time.

  5. At month’s end, a loyalty offer and referral promo keep clients engaged.

Tools for services

The tools that matter most.

Tools marked Enterprise need an Odoo Enterprise license, from $24.90 per user per month. How Enterprise works

CRMTrack leads, manage your pipeline, and convert opportunities into customers.
Sales & QuotesCreate professional quotes, manage orders, and track your sales performance.
SubscriptionsEnterpriseManage recurring billing, memberships, and service agreements.
Website BuilderBuild and edit your website with drag-and-drop, no coding required.
Online BookingEnterpriseLet customers schedule appointments or reserve tables online.
Live ChatChat with website visitors in real time to answer questions and close sales.
ProjectsOrganize tasks, track progress, and keep projects on deadline.
Field ServiceEnterpriseSchedule jobs, dispatch workers, and manage on-site work orders.
MaintenanceTrack equipment, schedule preventive maintenance, and log repairs.
InvoicingCreate and send professional invoices, track payments, and manage receivables.
AccountingFull general ledger, bank reconciliation, and financial reporting.
ExpensesSubmit, approve, and reimburse employee expenses with ease.
TimesheetsLog billable hours, track time by project, and streamline payroll.
EmployeesCentralized employee profiles, departments, and org charts.
RecruitmentPost jobs, track applicants, and manage your hiring pipeline.
Time OffManage leave requests, approvals, and PTO balances.
FleetManage company vehicles, contracts, and maintenance schedules.
Email MarketingDesign campaigns, build mailing lists, and track engagement.
SMS MarketingSend text message campaigns and reminders to customers.
SurveysCollect feedback, run assessments, and gather customer insights.
HelpdeskEnterpriseTrack support tickets, manage SLAs, and resolve customer issues.
DocumentsEnterpriseOrganize files, share documents, and manage digital assets.
Team ChatTeam messaging, channels, and real-time collaboration.
CalendarSchedule meetings, set reminders, and sync with your team.

See all 36 tools

“Every inquiry becomes an appointment, every appointment a payment, every payment a lasting relationship.”

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