πŸ’Ό Professional Services

The ideal software for managing your Professional Services

Manage projects, timesheets, billing, and client relationships for your consulting, accounting, legal, or engineering firm in one powerful platform.

5,000+AU Businesses
Ready PartnerCertified Odoo
6 WeeksAvg. Implementation
Professional services project management
βœ… Project milestone billed
Invoice sent: $12,400

Tracking billable hours across multiple projects, managing scope creep, and chasing overdue invoices is draining your firm’s productivity. Odoo streamlines every step from proposal to payment.

PROJECT & TASK MANAGEMENT

Deliver projects on time and within budget

Plan projects with Gantt charts, assign tasks, track milestones, and monitor budgets in real time. Every hour logged flows directly into client invoicing β€” no manual time transfers needed.

  • βœ“ Gantt chart and Kanban project views
  • βœ“ Task assignment and deadline tracking
  • βœ“ Budget vs actual monitoring in real time
  • βœ“ Client portal for project progress visibility
PROJECTBUDGETBILLEDSTATUS
ERP Implementation A$45,000$32,400On Track
Tax Advisory B$12,000$12,000Complete
Strategy Review C$28,000$8,400At Risk
Compliance Audit D$18,000$21,500Over Budget
CONSULTANTBILLABLE HRSRATETHIS WEEK
Anna K. (Senior)38h$220/hr$8,360
James T. (Mid)32h$160/hr$5,120
Lisa M. (Junior)28h$120/hr$3,360
Tom W. (Principal)24h$280/hr$6,720
TIMESHEETS & BILLING

Log hours once β€” bill clients automatically

Consultants log time directly against projects and tasks. Odoo automatically generates invoices based on timesheets, fixed-fee milestones, or retainer arrangements β€” with full GST compliance.

  • βœ“ Mobile and desktop timesheet entry
  • βœ“ Billable vs non-billable hour tracking
  • βœ“ Time-and-materials and fixed-fee billing
  • βœ“ Retainer and recurring invoice management
CRM & PROPOSALS

Win more clients with fast, professional proposals

Track every prospect from first contact through to signed engagement letter. Create professional proposals with scope, rates, and terms β€” and get e-signatures from clients in minutes.

  • βœ“ Sales pipeline and opportunity tracking
  • βœ“ Professional proposal and quote templates
  • βœ“ E-signature for engagement letters
  • βœ“ Automated follow-up sequences
PROSPECTVALUESTAGEACTION
FinTech Startup$48,000Proposal SentFollow Up
Law Firm B$24,000Meeting BookedOn Track
Manufacturer C$85,000NegotiationHot Lead
Retailer D$12,000DiscoveryCold

One need, one app β€” all connected

Every Odoo module your professional services firm needs, perfectly integrated out of the box.

πŸ“‹
Project Management
Gantt, Kanban, milestones, budget tracking and client portal access
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Timesheets
Mobile and desktop time entry, billable tracking and automatic invoicing
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CRM
Prospect pipeline, proposals, e-signatures and engagement letter management
🧾
Accounting
GST, BAS, PAYG, bank reconciliation and professional firm accounting
πŸ‘₯
HR & Payroll
Staff management, leave, timesheets and payroll for professional staff
πŸ“Š
Reporting
Revenue per consultant, project margins, utilisation rates and client profitability
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Marketing
Thought leadership emails, event invitations and client newsletter campaigns
πŸ“…
Appointments
Client meeting scheduling, calendar integration and automated reminders
πŸ”—
Integrations
Microsoft 365, Google Workspace, Xero, MYOB and DocuSign ready
5,000+Australian businesses using Odoo
ReadyCertified Odoo Partner
6 wksAverage implementation time
AU-wideMelbourne Β· Sydney Β· Brisbane Β· Perth

How Auspicate gets you live fast

01

Free Discovery Call

We review your current project, timesheet, and billing workflows to design the ideal Odoo configuration.

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02

Scoped Implementation

We configure Odoo for your exact billing model, rates, and compliance requirements.

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03

Go Live & Grow

We train your team, migrate your data, and stay on-hand for ongoing support.

WORKS WITH YOUR EXISTING TOOLS

Microsoft 365Google WorkspaceXeroMYOBDocuSignStripeZoomTeamsOutlookSlack

Ready to grow your professional services firm?

Book a free consultation with Auspicate β€” Australia’s certified Odoo Ready Partner. We’ll show you exactly how Odoo fits your firm in a no-obligation demo.

Available across Melbourne Β· Sydney Β· Brisbane Β· Perth Β· Darwin Β· All of Australia