Odoo Scoping Questionnaire

Name *

Role *

Email for a copy of the response

Domestic installs New air con / heating installs for homes. Commercial installs Offices, retail, light industrial, etc. Servicing Planned maintenance and routine checks. Repairs / call-outs Fault finding and urgent work.

How do enquiries usually arrive?

Phone Direct calls from customers. Website form Leads coming from the site. Email People writing in directly. Referral / repeat customer Existing relationships and recommendations.

What happens first after an enquiry?

Immediate quote Quote it straight away. Site survey first Visit before pricing. Technical call first Clarify by phone before anything else. Depends on job Different flow by job type.

Which job types need their own process?

Installs Servicing Repairs All in one flow

What must be captured on every job?

How should quoting work?

Quick estimate A rough price early on. Detailed quote Full itemised quote. Quote after survey only Survey first, then price. Template-based pricing Use standard templates and price rules.

Which stages should a job move through?

Who should own each task?

Owner only One person handles it. Admin only Office/admin team owns it. Installer only On-site engineer owns it. Shared Shared between team members. Automated Let Odoo do it where possible.

What should happen after completion?

Invoice immediately Request sign-off Send handover pack Schedule maintenance reminder Ask for review/testimonial

What are the biggest pain points you want fixed first?

Anything else we should know?

Odoo Scoping Questionnaire

1) Who is filling this out?

2) What work should Odoo manage?