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Professional services / Nimex Solutions

Every hour, expense and approval on the project it belongs to.

Odoo Project, Timesheets and CRM run the day-to-day of a services firm. Nimex closes the gaps around them: won deals that become delivery projects, field work quoted before it is confirmed, site expenses that reach purchasing, approvals that follow your org chart, and one margin per project.

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  • Standard Odoo
  • Built by Nimex
  • What we build
A consulting team reviewing printed charts and a laptop at a wooden table, seen from above, with margin, expense and service-report cards from Odoo floating above

PRJ-2026-041 · marginNimex

44,400TRY · 69.4%

Expense · hotel, 2 nightsPO created

1,200 · approved by accounting · P00341

Service report signed

3 signatures

Sample data

Services challenges

You sell time and expertise. Margins leak where work changes hands.

Between the salesperson and the project team, between the technician and the invoice, between the site and accounting: each handover is a place where hours go unbilled, costs arrive late and nobody knows the real margin until the project is closed.

  • The deal is won, the project starts late

    Someone must remember to open the project, schedule the kick-off and, for subscriptions, the renewal.

    Built by NimexA won deal or a first confirmed order creates the delivery project, the kick-off task and renewal reminders.

  • Field work is confirmed before it is agreed

    Standard Field Service expects a confirmed sales order behind every task; firms that quote first need the opposite.

    Built by NimexTasks attach to draft quotations; parts and labour are added there, and a person decides when it becomes a sale.

  • Site costs reach the project weeks later

    Hotels, travel and small purchases are reimbursed outside the project and never appear in its margin.

    Built by NimexProject expenses with phone photos, approved by accounting and turned into purchase orders linked to the expense.

  • Approvals live in e-mail threads

    Discounts and purchases above a limit wait for a reply nobody can trace.

    Built by NimexAny button behind an approval that follows your management chain, enforced on the server, approved from the chatter or the task board.

Workflow demonstration

From won deal to project margin, without a spreadsheet.

The opportunity is won and the delivery project appears with its kick-off task. Hours and supplier orders land on the project; a hotel bill photographed on site is approved by accounting and becomes a purchase order, and the margin tab counts it once.

  1. Won deal → projectThe project, its kick-off task and renewal reminders are created when the deal is won.Built by Nimex
  2. Hours and supplier ordersValidated timesheets and confirmed purchase orders are linked to the project.Standard Odoo
  3. Expense → purchase orderDraft, Submitted, Approved by accounting, then a linked purchase order.Built by Nimex
  4. One marginConfirmed sales − purchases − approved expenses; purchases created from expenses are left out.Built by Nimex

Services capabilities

Standard Odoo for the daily work, our extensions for the handovers.

Each capability says what it is: standard Odoo we configure, an extension that exists in our code, or something we build for your projects. Some of our extensions were first built for one type of firm (a software reseller, an after-sales service company); we say so.

Projects, time and service, standard

  • Standard Odoo

    Projects, timesheets and planning

    Tasks and stages, milestones, Gantt planning, timesheets on tasks and invoicing on time, milestones or fixed price.

    Odoo Project
  • Standard Odoo

    CRM and recurring contracts

    Pipeline, quotations and subscriptions for retainers, support plans and licences, renewed and invoiced on schedule.

    Odoo Subscriptions
  • Standard Odoo

    Helpdesk and Field Service

    Tickets with SLAs, on-site interventions planned on a map, worksheets and signatures captured on the technician's phone.

Built by Nimex for services firms

  • Built by Nimex

    Won deals become delivery projects

    At won, or at the first confirmed order: project dated to the contract, kick-off task two weeks after the start, renewal tasks two and one month before the end. Built for a software reseller.

    In the directory
  • Built by Nimex

    Quote-first field service

    Tasks link to any line of a draft, sent or confirmed order; the technician's parts and labour stay on the quotation until a person confirms it.

    Field service solutions
  • Built by Nimex

    Signable service worksheet reports

    A paper service report rebuilt as a Field Service worksheet with around 45 fields and a PDF that matches the paper form, signature area sized for phones.

    See it in the directory
  • Built by Nimex

    Project expenses to purchase orders

    Expenses with phone-camera photos and an analytic account move from draft to submitted to approved by accounting, then become linked purchase orders.

    Project solutions
  • Built by Nimex

    Project margin at a glance

    Confirmed sales minus purchases minus approved expenses, converted at each order's date into a display currency; purchases created from expenses are excluded.

    The project dashboard
  • Built by Nimex

    Org-chart approval engine

    Any button behind an approval that walks the manager chain, enforced on the server; approve or decline from a banner, the chatter or the task board.

    Explore the approval engine
  • Built by Nimex

    Activity task board

    Every Odoo activity on a board of overdue, today, tomorrow and upcoming columns, with manager oversight and a soft chime when a task lands.

    Automation and approvals
  • Built by Nimex

    Licence quoting on the opportunity

    Node-locked or floating, subscription or one-time licence lines priced on the opportunity, turned into a terms-complete quotation in one click. Built for a software reseller.

  • Built by Nimex

    Company roles that hide apps

    One role per user writes the access groups and hides whole applications on the server, so an assistant sees only what the role needs.

What we build for your firm

  • What we build

    Utilisation and WIP dashboard

    Billable against available hours per consultant, work in progress not yet invoiced, and margin per project, defined once with your controllers.

  • What we build

    Planning rules for your teams

    Assignment by skill, region or certification on top of standard Planning, when your scheduling follows rules Odoo does not know.

  • What we build

    Contract-specific billing

    Caps, rate cards per role or prepaid hour packs where your contracts go beyond time, milestone and fixed-price invoicing.

In the interface

What your consultants, technicians and managers see.

Built by Nimex

Signable worksheet report

The paper form, as a Field Service worksheet with three signatures and a matching PDF.

Built by Nimex

An approval that follows the org chart

The rule puts the quotation's Confirm button behind an approval above a 10% discount. The request walks the management chain step by step; every step is recorded, and on final approval the original action runs as the approver.

Built by Nimex

One board for every activity

Approvals, follow-ups and project tasks in date columns. Managers see and edit everyone's activities; others see and complete their own.

Built by Nimex

Quote-first field service

Parts and labour from the technician land on the draft quotation.

Services dashboard

Utilisation and margin, read from the same projects.

Hours come from validated timesheets, margins from the projects' profitability tab, activities from the task board. One basis per figure, stated on the panel.

Composition on sample data. Hours: 37 + 32 + 30 + 25 = 124 of 160 available = 77.5%.

See the project dashboard

Relevant integrations

Calls, messages, invoices and collections around the project.

The channels a services firm already uses, connected to the records they concern.

Nimex engineering for services

We engineer the handovers standard Odoo leaves to people.

Sale to project, technician to quotation, site to purchasing, employee to manager. Each of these is a small, upgrade-safe extension that keeps the standard apps in charge.

  • Sale to deliveryWon deals that create projects, licence quoting on the opportunity, renewal reminders.
  • Field to officeQuote-first field service, signable worksheet reports, calls that open tickets.
  • ControlProject expenses to purchase orders, margin tab, approval engine, task board, company roles.
A project team working on laptops and a desktop at a shared wooden desk, seen from above

Related Custom Engineering

Qualified. The won-deal automation and licence quoting were built for a software reseller, quote-first field service and the worksheet report for an after-sales service company; we adapt them to your process. WhatsApp runs over the WhatsApp Web protocol, not the official Business API.

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