From Proposal to Paid Invoice.
The All in One System for Your Firm.
Your firm's most valuable asset is its expertise, but managing it across disconnected platforms for proposals, projects, and billing leads to chaos and lost revenue. You need a single source of truth. Valkuz implements Odoo as a unified Professional Services Automation (PSA) platform, giving you total visibility from the first client conversation to the final, profitable invoice.
Is This Where Your Profits Are Leaking?
"Was that project even profitable?"
The project is done and the client is happy, but you have no real idea what your true margin was. Without automatically linking consultant timesheets and expenses to the project budget, you're flying blind.
"Who's on what project? Who's on the bench?"
Resource planning is a nightmare of conflicting spreadsheets. It's nearly impossible to get a clear view of your team's utilization, leading to over-booked key staff and under-utilized team members.
"Where is the latest version of that contract?"
Proposals, contracts, and client deliverables live in a chaotic mix of shared drives and email attachments. Version control is non-existent, and finding the final, approved document is a constant struggle.
"Did we remember to bill for that?"
A project scope expanded, or a consultant logged extra hours, but that information never made it from a timesheet to the final invoice. This "revenue leakage" from unbilled time is a silent killer of your firm's profitability.
The Complete Project Lifecycle, Unified
Odoo connects your entire client workflow. A signed proposal becomes a project, a project gets tasks, tasks get timesheets, and timesheets become a precise, professional invoice. No gaps. No leaks.
Sales & Proposals
Manage your sales pipeline in Odoo's CRM. Create detailed, professional proposals and service contracts using pre-defined templates to accelerate your sales cycle.
e-Signatures for Contracts
Stop printing and scanning. Send proposals and contracts for a legally binding electronic signature directly from Odoo. Get approvals in minutes, not days, and kick off projects faster.
Project Profitability & Management
This is your command center. Create projects, define stages, assign tasks, and track budgets. A live profitability report shows your margin in real-time as your team logs time.
Centralized Document Management
End the chaos of shared drives. Manage all project-related documents—contracts, briefs, deliverables—in one secure, version-controlled repository linked directly to the client and project.
Effortless Timesheets
Capture every billable hour. Your team can log time against specific project tasks from their desktop or a mobile app, ensuring all work is accurately tracked for billing and analysis.
Automated, Accurate Invoicing
Generate client invoices directly from approved timesheets and expenses with one click. Whether you bill fixed-price or time & materials, the invoices are fast, accurate, and professional.
Ready to See Your Firm's True Potential?
Generic demos don't help. Book a free, no-obligation workflow demo customized for a professional services firm. We'll show you how Odoo can streamline your specific proposal-to-invoice cycle.
Book My Free Professional Services Workflow Demo
Stop managing spreadsheets. Start delivering profitable projects.
A System Configured For Your Firm, Not Just Any Firm.
We Understand Professional Billing:
Whether you use retainers, bill Time & Materials, or fixed-price contracts, we configure Odoo's billing rules to match your firm's specific needs.
Process Automation Experts:
We analyze your current client intake, project setup, and invoicing process, and then build automation in Odoo to eliminate manual work.
Actionable Reporting:
We help you build the dashboards that matter to a professional service firm, focusing on utilization rates, project margins, and profitability by client.
Support For Your Entire Team:
From your sales team to your project managers to your back-office staff, we provide the support to ensure everyone can leverage the system effectively.
