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Audit

From first inquiry to signed certificate—sell, schedule, audit on-site, and invoice on one platform.

Audits with Odoo

Odoo gives you an AI website builder, an intuitive CRM pipeline, and a complete Field Service app so every step—from lead to certificate—is one continuous flow

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Put your services online in minutes

Create a professional site with the AI website builder, templates, and a huge photo library. Publish service cards (e.g., EPC, ISO, IEC/UL), pricing, FAQs, and self-service appointment booking. Web forms can create a lead, appointment, or a ready-to-plan audit task automatically.

Capture every lead—never lose the thread

All leads land in one CRM pipeline (web, email, phone, manual). Plan a call or visit with one click, set next activities, and convert to quotations with your certification scope, references, and images.

Schedule & dispatch with clarity

Let customers book online or assign visits yourself. View calendars and map routes for the day, optimize travel, and keep teams aligned.

On-site audits without paperwork

Auditors navigate to location, open the task on mobile, follow checklists and guidelines, fill in certification data, attach photos, and capture signatures—even offline. Drag-and-drop to update task status. A polished certificate PDF is generated and stored automatically.

Bill and follow up—on your terms

Invoice fixed fees or time & materials, schedule recurring certifications with subscriptions, and share documents in the customer portal. Keep service quality high with optional Helpdesk for post-visit questions.