Extended Leasing for Construction Heavy Equipment

Construction Heavy Equipment Leasing Management Integrated with Odoo Fleet and Equipment Module

Heavy Equipment Leasing Enhancements

End to End Heavy Equipment Leasing and Job Costing in Odoo

Heavy Equipment Leasing for Construction Odoo CRM, Sales, Rentals and Job Cost Management

This module streamlines heavy equipment and vehicle leasing for construction projects in Odoo. It adds vehicle and equipment tracking across the entire workflow from CRM and sales estimates to rental orders, contracts, invoicing, and job costing. Custom fields and wizards enhance standard views and documents, ensuring seamless data flow. PDF reports are extended to include full fleet and equipment details for better traceability and project control.

For more details please check below screenshots and watch the video in live preview section.

Main Features:

• CRM Opportunity Pipeline:
• Standard Odoo CRM pipeline enhanced to include Vehicle and Equipment fields on sales estimate lines for heavy equipment leasing.
• Estimate Creation Wizard:
• “Create Sale Estimate” wizard allows quick generation of leasing estimates directly from CRM opportunities.
• Sale Estimate Generation:
• Estimates for heavy equipment leasing are auto generated via the wizard, prefilled with vehicle and equipment data.
• Estimate Form View Enhancements:
• The sale estimate form view is extended to display Vehicle and Equipment fields per line item.
• Quotation Conversion:
• Sale Orders (Odoo Standard) are created from estimates via the "Create Quotation" button, retaining vehicle and equipment details.
• Sale Order Form View:
• Standard sale order view includes Vehicle and Equipment fields for full traceability.
• Delivery Order Integration:
• Vehicle and equipment data from the sale order is carried over automatically to the delivery order (Odoo Standard).
• Invoice Integration:
• Invoices generated reflect the associated Vehicle and Equipment details as per the source documents.
• Rental Order Creation:
• A "Create Rental Order" button is available on the Estimate form to initiate rental contracts, passing all relevant asset fields.
• Rental Order Asset Mapping:
• Vehicle and equipment fields from the estimate are accurately transferred to rental orders for operational consistency.
• Contract Management:
• Contract form view (Odoo Standard) is enhanced to include a Project field for linking to construction workflows.
• Project Task Integration:
• Task form view (Odoo Standard) includes Vehicle and Equipment fields for resource specific activity tracking.
• Job Cost Sheet Material Tab:
• Material tab of the Job Cost Sheet is extended to capture Vehicle and Equipment associations.
• Job Cost Sheet Labour Tab:
• Labour entries in the Job Cost Sheet include Vehicle and Equipment references for detailed cost allocation.
• Job Cost Sheet Overhead Tab:
• Overhead section supports Vehicle and Equipment linkage for accurate costing.
• Estimate Print Menu:
• A “Print Estimate” menu action is added to generate PDFs with full vehicle and equipment information.
• Estimate PDF Report:
• Printed estimate PDFs reflect Vehicle and Equipment data for each line item.
• Vehicle Contract Menu:
• A dedicated “Vehicle Contract” menu allows easy access to all contract related documents.
• Vehicle Contract PDF Report:
• Contracts printed from this menu include Vehicle and Equipment fields in the report layout.
• Quotation/Order PDF Report:
• Quotation and order PDFs (Odoo Standard) are extended to display vehicle and equipment data.
• PDF Without Payment Menu:
• Invoices printed via this menu include Vehicle and Equipment information as per transaction lines.
• Job Costing Menu and Reports:
• The Job Costing menu provides access to cost sheets and reports enhanced with vehicle and equipment fields for complete job tracking.