MEP Contracting Management for Odoo | Mechanical, Electrical & Plumbing (MEP) Contracting Management
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 802.55
MEP Contracting Project and Cost Management Using Odoo
Odoo ERP for Managing Mechanical Electrical Plumbing Contracting Projects
Comprehensive MEP Contracting Workflow and Budget Control in Odoo
Odoo ERP for MEP Contracting Estimation Procurement and Project Execution
MEP Contracting Sales Project and Maintenance Management in Odoo
This module provides a complete solution for managing Mechanical Electrical and Plumbing contracting projects within Odoo. It covers the entire workflow from lead generation and detailed estimation to sales quotation and contract approval. After sales order confirmation, users manually create projects with predefined stages and tasks aligned to MEP execution. The module enables accurate job costing and budget control across materials, labor, subcontractors, and equipment. It streamlines procurement with material requisitions and purchase workflows. Field teams manage work orders and report progress via a web portal. Quality control, testing, and final handover processes are integrated. Post project maintenance and AMC services are also supported. Customers have portal access to track progress, view documents, and download invoices. This end-to-end solution improves project transparency, efficiency, and profitability for MEP contractors.
Main Features:
- Lead Generation and Opportunity Management:
- Capture leads from multiple sources including sales teams and website inquiries.
- Qualify and manage opportunities efficiently within CRM.
- Detailed MEP Estimation with Breakdown:
- Prepare estimates using predefined HVAC Electrical Plumbing service templates.
- Break down costs by materials labor subcontractors and equipment for accurate budgeting.
- Estimate Approval and E-signature:
- Allow customers to review and electronically sign the estimate online.
- Convert approved estimates into sales orders for seamless order processing.
- Sales Quotation and Online Approval:
- Convert estimates into sales quotations with payment terms and retention clauses.
- Enable customers to review, sign and approve proposals electronically.
- Project Creation and Work Planning:
- Create projects after sales order confirmation.
- Use project stages and task templates aligned with MEP execution lifecycle.
- Job Costing and Budget Control:
- Track planned versus actual costs for materials labor subcontractors and equipment.
- Generate detailed cost reports and monitor profitability per project or phase.
- Material Requisition and Procurement Workflow:
- Raise and approve material requisitions linked to projects and job orders.
- Generate purchase RFQs and manage receipts against project sites.
- Work Order Management and Field Reporting:
- Assign work orders for HVAC Electrical and Plumbing tasks to teams or subcontractors.
- Enable field teams to submit daily progress updates with attachments via the portal.
- Quality Control Testing and Handover:
- Execute testing and commissioning checklists for project systems.
- Record inspections and generate final certificates and handover documents.
- Maintenance and AMC Contract Management:
- Manage post handover service contracts with preventive maintenance scheduling.
- Track breakdowns, spare parts and field technician service reports.
- Customer Portal for Project Tracking:
- Provide customers secure access to track project progress view documents and download invoices.
- Detailed Visuals for Better Understanding:
- Watch an easy to follow video tutorial and explore the below screenshots for step by step guidance on using the system. Additional information on dependent app features and visuals is also available for a comprehensive overview.
Edition Compatibility:
Enterprise Odoo.sh
Customer Inquiry Submitted Through Contact Form for MEP Services (Odoo Standard)
Acknowledgement Page Displayed After MEP Inquiry Submission (Odoo Standard)
Opportunity Automatically Created in CRM for MEP Inquiry
Estimation Line Items Visible on the Opportunity Form
Create Sales Estimate Button on Opportunity Form
Sales Estimate Creation Wizard from CRM Opportunity
Sales Estimate Form View with MEP Details
Your Estimates Menu in Customer Portal
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Your Estimates List in Customer Portal
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Customer Portal Estimate Form with Accept and Sign Option
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Quotation Smart Button in Sales Estimate Form View
Sales Order Form View with Product Line Items
Project Kanban View for MEP Contracting Projects
Task Kanban View Within an MEP Project
Subcontractor Jobs Smart Button in Task Form View
Kanban View of Subcontractor Job Orders
Task Kanban View Within an MEP Project
Job Costs Smart Button in Task Form View
Material Tab in Job Cost Sheet with Itemized Inputs
Labour Tab in Job Cost Sheet with Workforce Allocation
Overhead Tab in Job Cost Sheet with Additional Cost Entries
Budget Smart Button in Job Cost Sheet Form View
Budget Form View
Material Requisition List View for MEP Projects
Material Requisition Form for Project Procurement
Sales Order List View with MEP Project Orders
Delivery Smart Button on Sales Order Form
Delivery Order Form View for Final Handover
Kanban View of Equipments
Equipment Form View with Details
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Maintenance Checklist Tab on Equipment Form
Planned Materials Tab on Equipment Form
Maintenance Request Kanban View for Equipment Repairs
Maintenance Request Form View
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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