IT Services & Field Operations Monaco

Open Solutions

Optimizing Service Contract Management & Field Operations
with Odoo Enterprise

100%

Digital E-Sign Approvals

Real-Time

Calendar Technician Dispatch

Automated

Helpdesk Ticket Creation

Mobile

On-Site Quotation Engine

About the Client

About Open Solutions

Open Solutions is a Monaco-based IT service provider and Odoo Ready Partner that delivers tailored enterprise technology and field service solutions. Working alongside SerpentCS, Open Solutions implemented Odoo ERP v12 Enterprise Edition (EE) to streamline complex annual service contract management, customer complaints, helpdesk ticketing, technician dispatching, and field accounting workflows.

Their end client operates on a annual contract model structured around specific service locations, assigned equipment/devices, and scheduled maintenance frequencies. Seeking a seamless digital operation—from initial ticket creation to tablet-based client e-signatures—Open Solutions partnered with SerpentCS to build a fully integrated, mobile-ready field service platform.

Industry

IT & Field Services

Odoo Version

Odoo v12 Enterprise

Location

Monaco

Services

Contracts & Ticketing

Business Challenges

Challenges Before Odoo

Complex Service Contract Tracking

Managing annual service contracts linked to specific locations, individual devices, and recurring maintenance counts required centralized tracking.

Manual Technician Dispatching

Assigning field technicians based on real-time availability and managing schedule efficiency lacked transparent calendar coordination.

Paper-Based Job Approvals

Capturing client sign-offs on completed service tickets and replacement parts on-site was slow and prone to paper errors.

Fragmented Quotations & Invoicing

Field technicians struggled to generate accurate on-site quotations for additional services or spare parts for back-office validation.

Our Solution

How SerpentCS Solved It

SerpentCS leveraged Odoo v12 Enterprise Edition's Helpdesk, E-Sign, and Calendar modules, enhanced with custom developer contract engines and mobile field quotation capabilities.

Odoo V12EE Custom Helpdesk Module to capture, track, and manage customer complaints and service tickets efficiently.

Developer Contract & Auto-Ticket Engine automatically generating maintenance tickets based on annual client contracts.

Odoo Calendar Technician Scheduling providing dispatchers with real-time technician availability and workload optimization.

Tablet-Based Digital E-Sign Integration allowing customers to digitally approve completed job reports directly on technician tablets.

Mobile On-Site Quotation Generation enabling technicians to create quotes for spare parts and extra services in a few taps.

Integrated Back-Office Invoicing allowing back-office operators to validate quotes, process client approvals, and issue invoices.

Key Implementations

Helpdesk & Ticketing

Contract Management

Auto-Ticket Generator

Odoo Calendar Dispatch

Digital E-Sign Engine

Mobile Quotations

Field Operations

Invoicing & Accounting

Key Results

Business Impact

Automated Service Contracts

Streamlined annual service contract tracking with auto-generated maintenance tickets and technician assignments.

Technician Calendar Tracking

Gained full transparency into technician schedules, time efficiency, and ticket assignments via Odoo Calendar.

100% Digital E-Sign Approvals

Eliminated paperwork by securing instant, legally binding client digital signatures on completed ticket reports.

Mobile Field Quotation Engine

Empowered field technicians to generate spare parts and service quotations in a few simple steps on mobile tablets.

Back-Office Operational Efficiency

Accelerated quote validations, client approvals, schedule planning, and invoicing within a single unified platform.

“

Partnering with SerpentCS allowed us to deliver a complete Odoo Enterprise field service solution. From automated ticket creation and calendar technician dispatch to mobile quotations and digital e-signatures on tablets, our operations in Monaco are now faster, paperless, and fully synchronized. "