Business Flow: Consulting Services

Learn how a consulting company uses Odoo to manage its daily business processes. We will see the Odoo Project app in action, along with Timesheets, Expenses, Accounting, and Sales applications.

0:00 - Introduction
0:54 - Projects overview
2:27 - Tasks + activities management
4:13 - Timesheets
5:00 - Internal/external chatter
6:18 - Sub-tasks
6:55 - Task dependencies
7:29 - Recurrent
8:02 - Link project to sales
10:28 - Track billable hours
12:18 - SO automatically displays serviced hours!
13:00 - Adjust/add hours
14:57 - Upload expenses through smartphone
15:46 - Create expense
16:54 - Managerial approval
17:12 - Invoicing
18:17 - List of orders to invoice
19:24 - Invoice customers easily with an email template
19:49 - Summary of flow
20:20 - Database configuration
22:02 - Conclusion

Other lessons related to this video: 
- Restaurant :    • Business Flow: Restaurant  
Construction Project :    • Business Flow: Construction Project  

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