01
THE CHALLENGE
What had to work
The contractor needed to manage estimates and project structures from chapters down to measurement lines, then control procurement, progress quantities, certification and multiple invoicing stages without losing financial traceability.
02
THE SOLUTION
How Odoo was shaped around it
- Hierarchical project, chapter, subchapter and measurement-line structure
- Configurable margin, quantity and formula-based pricing
- Multi-format XLSX estimate imports
- Cumulative progress certification with completion validation
- Advance, certification and final-adjustment invoice workflows
03
ENGINEERING
Technical implementation
- Custom models and transient wizards for project, RFQ and certification processes
- PostgreSQL uniqueness constraints and Python validations
- CRM opportunity synchronization
- Customized QWeb PDF and XLSX quotation/certification reports
- Scheduled activities for certification and overdue invoice follow-up
04
OUTCOME
Operational result
Project estimating, purchasing, site progress and customer billing were connected into a controlled project lifecycle with auditable certification history and financial references.