MEP Contracting Project and Cost Management Using Odoo

Odoo ERP for Managing Mechanical Electrical Plumbing Contracting Projects

Comprehensive MEP Contracting Workflow and Budget Control in Odoo

Odoo ERP for MEP Contracting Estimation Procurement and Project Execution

MEP Contracting Sales Project and Maintenance Management in Odoo

This module provides a complete solution for managing Mechanical Electrical and Plumbing contracting projects within Odoo. It covers the entire workflow from lead generation and detailed estimation to sales quotation and contract approval. After sales order confirmation, users manually create projects with predefined stages and tasks aligned to MEP execution. The module enables accurate job costing and budget control across materials, labor, subcontractors, and equipment. It streamlines procurement with material requisitions and purchase workflows. Field teams manage work orders and report progress via a web portal. Quality control, testing, and final handover processes are integrated. Post project maintenance and AMC services are also supported. Customers have portal access to track progress, view documents, and download invoices. This end-to-end solution improves project transparency, efficiency, and profitability for MEP contractors.

Main Features:

• Lead Generation and Opportunity Management:
• Capture leads from multiple sources including sales teams and website inquiries.
• Qualify and manage opportunities efficiently within CRM.
• Detailed MEP Estimation with Breakdown:
• Prepare estimates using predefined HVAC Electrical Plumbing service templates.
• Break down costs by materials labor subcontractors and equipment for accurate budgeting.
• Estimate Approval and E-signature:
• Allow customers to review and electronically sign the estimate online.
• Convert approved estimates into sales orders for seamless order processing.
• Sales Quotation and Online Approval:
• Convert estimates into sales quotations with payment terms and retention clauses.
• Enable customers to review, sign and approve proposals electronically.
• Project Creation and Work Planning:
• Create projects after sales order confirmation.
• Use project stages and task templates aligned with MEP execution lifecycle.
• Job Costing and Budget Control:
• Track planned versus actual costs for materials labor subcontractors and equipment.
• Generate detailed cost reports and monitor profitability per project or phase.
• Material Requisition and Procurement Workflow:
• Raise and approve material requisitions linked to projects and job orders.
• Generate purchase RFQs and manage receipts against project sites.
• Work Order Management and Field Reporting:
• Assign work orders for HVAC Electrical and Plumbing tasks to teams or subcontractors.
• Enable field teams to submit daily progress updates with attachments via the portal.
• Quality Control Testing and Handover:
• Execute testing and commissioning checklists for project systems.
• Record inspections and generate final certificates and handover documents.
• Maintenance and AMC Contract Management:
• Manage post handover service contracts with preventive maintenance scheduling.
• Track breakdowns, spare parts and field technician service reports.
• Customer Portal for Project Tracking:
• Provide customers secure access to track project progress view documents and download invoices.