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Baumann Electro AG

Business Vertical: Service Sector
Odoo Version: V10CE

Case-Study > Baumann Electro AG

About Client

Baumann Electro AG is a service company based in Switzerland. It offers electrical installation services. The company was founded in 1989 and is based in St. Gallen, Switzerland. Baumann Electro AG operates as a subsidiary of Burkhalter Holding AG.

Solution

Baumann Electro AG is looking for an easy-to-manage client field services request from the back end department and manage field service staff calendar effectively using Odoo. SerpentCS has customized and extended Odoo v10 CE CRM and Project Management modules to meet the needs of clients.

  • Customized CRM calendar to manage the time of Field Staff and Appointments.

  • Customized flow from quotation to sales order confirmation and from sales to task creation with detailed service requests.

  • Using a custom Employee and HR module to give the relation between employee and skill sets.

  • Manage thousands of products from purchase UoM to Sales and Consumption UoM.

  • Manage thousands of products from purchase UoM to Sales and Consumption UoM.

  • Add service-type products in the invoice along with consumable products in an invoice for accounting management along with inventory.

  • Integrated Alfresco with Odoo for document management and versions. 

Benefits

  • Service request management is made easy with Odoo CRM.

  • Efficiently utilize the time of field staff by Calendar.

  • Manage Products and Inventory by reducing the cost of wastage with custom UoM.

  • Hassle-free billing and payment collection with automatization of Invoices for service lines and consumable products.

  • Got the advantage of using Open Source Odoo and Alfresco integration to manage documents in Odoo.