DO
Playbook No. 01
Field service · Odoo
The DoImplement Playbook

Recurring
service jobs
in Odoo.

From quote to invoice, the full eight-step loop — documented from a real Australian field-service implementation.

15 pages · PDF Australia, 2026
A complimentary playbook

From quote to invoice —
recurring service jobs
in Odoo.

The complete eight-step loop, documented from a real Australian field-service implementation — so you can set up subscription work in Odoo that quotes, schedules, and invoices itself every cycle, without human intervention.

One click to unsubscribe. No sales pressure — just occasional implementation notes.

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Inside the playbook

The full loop,
in eight steps.

Every step is shown with the actual Odoo screens, settings, and the reasoning behind each configuration choice — so you can follow along with your own database and skip the trial-and-error.

01

Enable recurring tasks

Turn on the project-level setting that lets tasks repeat without creating them manually.

02

Configure the labour product

The single product setting that controls quoting, scheduling, timesheeting, and invoicing — get this wrong and the whole loop breaks.

03

Create the quote

How to price a recurring service quote so it covers the first visit and sets up the ongoing cycle.

04

Confirm the sales order

What Odoo creates behind the scenes the moment you confirm — tasks, projects, and billing links.

05

Schedule and set recurrence

How to set the cadence (weekly, fortnightly, monthly) and assign the right field crew.

06

Log timesheet hours

How field staff log time so it flows through to the customer invoice without double-entry.

07

Invoice from the sales order

The one-click invoice that picks up timesheet hours, product costs, and recurring charges together.

08

The loop continues

What Odoo does automatically for the next cycle — and what you still need to review each time.

Who it's for

Built for operators.

If any of these describe you, this playbook will pay for itself in saved admin time within the first recurring cycle:

  • — You run a field-service, trades, or subscription business in Australia.
  • — You quote and deliver the same service on a repeating schedule — weekly, fortnightly, monthly.
  • — You're on Odoo already or evaluating it seriously.
  • — You're tired of re-creating the same quote, the same job, and the same invoice every cycle by hand.
  • — You want one system handling sales, scheduling, timesheets, and billing — not four.
About DoImplement

One discipline.
Australia only.

DoImplement is an Odoo implementation consultancy based in Perth, Western Australia. We implement, migrate, and support Odoo ERP — nothing else. 100% Australian team, deep local compliance expertise (GST, BAS, STP2, Peppol, Fair Work), and a named consultant who stays with you from discovery through growth.

This playbook is one of the working documents we use on real engagements. We're sharing it because the details matter — and because the best way to show our work is to show our work.

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