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1,500 staff · Hong Kong

Hong Kong Cleaning Services Company

CRMSalesInvoicingWebsiteProjectTenderingWarehouseField ServiceAttendanceHR

Background

A Hong Kong cleaning services company with around 1,500 long-term staff and contractors. They needed sales and invoicing interlinked with projects, automated worker scheduling and attendance, and a real-time way for clients to oversee status and invoices.

The benefits of switching to Odoo with us

  • Sales and invoicing interlink with projects and sub-projects — one intuitive view per client.
  • Clients get a real-time portal to oversee status and invoices.
  • Worker schedules and timesheets are automated; attendance links to payroll and billable hours post to accounting without human error.
  • High-level reports and forecast dashboards are one click away.

How we adapted the solution to the business

  1. 1

    Process mapping

    Map sales, tendering, project and workforce flows.

  2. 2

    Configure modules

    Set up CRM, Sales, Project, Field Service, Warehouse, HR and Website.

  3. 3

    Attendance → payroll

    Link worker attendance to payroll and billable hours.

  4. 4

    Client portal

    Give clients a real-time view of status and invoices.

  5. 5

    Dashboards & go-live

    Forecast dashboards and auto-notifications, then training.

Could your business be our next case study?

Tell us how you operate and we'll map the right Odoo setup.

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