Field service management software built on Odoo for London plumbers, electricians, HVAC contractors and facilities management companies. Softomate configures and customises Odoo Field Service to cover job scheduling, engineer dispatch with mobile app, parts and inventory management, customer signatures on-site, compliance form generation and automated invoicing - replacing paper job sheets, WhatsApp scheduling and disconnected spreadsheets with a single platform. FSM implementations start at £8,000 with no ongoing per-engineer SaaS licence fee. UK GDPR compliance designed in from discovery. Free scoping call for London and UK trades businesses.
Softomate builds and configures field service management software on the Odoo platform for London and UK trades businesses. The FSM system covers every step from the moment a customer books a job to the moment the invoice is paid - scheduling, dispatch, mobile job sheets, parts tracking, compliance forms, invoicing and reporting. Unlike rigid per-user SaaS platforms, Odoo FSM is customised to match the specific workflows of your trade, your compliance obligations and your back-office processes. Related services include job management software, full Odoo ERP implementation, custom Odoo module development and API and system integrations.
01. Key Benefits
SaaS FSM platforms charge £25 to £95 per engineer per month. A 15-engineer HVAC contractor pays £5,400 to £17,100 per year in perpetuity, forever, with no option to customise workflows. Odoo FSM is implemented at a one-time project cost starting from £8,000. No ongoing per-user fee. The break-even for a team of 8 or more engineers is typically under two years, after which the Odoo system is free to run (hosting only). Budget the savings against future growth and the maths becomes even more favourable as headcount increases.
Generic SaaS FSM platforms offer static job sheet templates that cannot be adapted to trade-specific compliance requirements. Softomate builds custom compliance form templates directly into the Odoo mobile job card - Gas Safe warning notice fields for heating engineers, NICEIC electrical installation condition report fields for electricians, Legionella risk assessment records for water treatment engineers, LOLER inspection certificates for lifting equipment. The completed forms generate PDFs that are emailed to the customer and stored against the job record in Odoo automatically, creating an auditable compliance trail without paper.
Engineers working in plant rooms, basements, industrial sites and multi-storey buildings regularly lose mobile signal. The Odoo Field Service mobile app for iOS and Android works fully offline - engineers can view job details, complete job sheets, log materials and capture customer signatures without an internet connection. All data syncs automatically when the device reconnects. No lost job records, no engineers calling the office to ask for job details, no paper forms left in a van. Works on any iOS or Android device the engineer already owns.
When an engineer marks a job complete on the mobile app, Odoo creates the invoice automatically using the time recorded, materials used and agreed pricing. The invoice is emailed to the customer within minutes of job completion. Disputes over labour time and parts cost drop because the customer receives an itemised invoice immediately rather than a bulk statement weeks later. Accounts teams stop manually re-keying job sheet data into accounting software. Cash collection accelerates because invoices arrive while the job is fresh in the customer's mind.
Odoo Inventory integrates with Odoo Field Service so parts used on a job automatically deduct from van stock or warehouse stock. Reorder rules trigger purchase orders to suppliers when stock falls below minimum levels. Engineers can check live stock availability on the mobile app before booking a return visit for parts. Purchasing managers see which parts are used most frequently and can negotiate volume discounts with suppliers based on actual usage data from the FSM system. Van restocking routes are generated automatically based on parts used across the day's jobs.
Businesses with service contract portfolios (boiler servicing, fire safety inspections, air conditioning maintenance) need to track which assets are maintained at which customer site and when the next service is due. Odoo Field Service manages asset maintenance schedules, creates preventive maintenance job cards automatically before the service interval expires, and generates renewal reminders for service contracts approaching their end date. The full maintenance history for each asset is stored against the asset record and is accessible from the mobile job card when the engineer arrives on-site.
02. What We Build
Softomate configures the Odoo scheduling board for the client's dispatch team to allocate jobs to engineers by skill, location and availability. The scheduling view shows all engineers' diaries side by side with travel time estimates between consecutive jobs. New jobs can be dragged and dropped onto an engineer's diary. Engineers receive new job notifications on their mobile app the moment a job is allocated. Emergency call-out allocation identifies the nearest available engineer with the required skill set using geolocation. Recurring job schedules for service contracts create job cards automatically on the correct frequency without dispatcher involvement.
Softomate builds the mobile job sheet templates that engineers complete on the Odoo mobile app. Each template matches the specific data capture requirements of the trade - time on-site, travel time, materials used, customer signature, photos of completed work, compliance certificate fields and any regulatory inspection records. Custom compliance forms are built as configurable sections within the job card so engineers see only the fields relevant to the job type. Completed job sheets generate PDFs that are attached to the Odoo job record and emailed to the customer automatically.
Softomate configures Odoo Inventory alongside Odoo Field Service so parts recorded on a completed job card automatically deduct from the correct stock location - van stock, engineer van, local warehouse or central stores. Reorder rules trigger supplier purchase orders automatically when van stock or warehouse stock falls below defined minimum levels. Engineers check parts availability on the mobile app before accepting a job. The system tracks which parts are consumed most frequently by job type, enabling purchasing managers to pre-kit vans for common job types and reduce return visits caused by missing parts.
When an engineer marks a job complete in the Odoo mobile app, the system automatically generates an Odoo invoice using the recorded labour time, materials used and the pricing rules configured for the customer or contract. The invoice is emailed to the customer with the completed job sheet PDF attached. Odoo Accounting captures the income against the correct nominal account, tax treatment and payment terms. Bank reconciliation matches incoming customer payments to outstanding invoices automatically. For service contract customers on direct debit, GoCardless or Stripe mandates collect payment on the invoice due date without manual intervention.
Softomate configures management reporting dashboards that show field service KPIs in real time - first-time fix rate, engineer utilisation, average job duration by job type, customer satisfaction scores from post-job surveys, revenue by engineer, and outstanding invoices by age. Scheduled weekly PDF reports are emailed to management covering engineer performance, job completion rates and financial summaries. Custom Odoo dashboards can be configured for specific audiences - operations managers see scheduling and engineer performance data, finance teams see revenue and accounts receivable data, and directors see the consolidated KPI view.
03. Process
Softomate delivers field service management software in four stages: discovery and configuration planning, build and mobile app setup, parallel run with your existing system, and go-live with a 30-day hypercare period. Engineers are trained on the mobile app before go-live so the first day on the new system is productive rather than chaotic.
Softomate maps the complete job lifecycle for your business - how jobs are booked, who allocates them to engineers, what data engineers need on-site, which compliance forms apply to which job types, how materials are sourced, how invoices are generated and what management reporting is needed. Discovery identifies the data migration requirements (customer records, asset lists, open jobs, historical job data) and any integrations with accounting, CAFM or supplier systems. A discovery workshop for a core FSM implementation takes one to two days. The output is a configuration specification and a fixed-price implementation quote.
Softomate configures Odoo Field Service, Inventory, and Accounting to match the specification from discovery. Job types, skill codes, engineer calendars, pricing rules, tax treatments and customer categories are set up in the system. Mobile job sheet templates are built and tested on iOS and Android devices. Custom compliance form sections are added to the relevant job types. Data migration imports customer records, asset lists and open service contract data from the existing system. Integrations with accounting or CAFM systems are built and tested in a staging environment before go-live.
Softomate trains engineers on the Odoo mobile app in a half-day session covering: accepting and viewing job details, completing job sheets, logging parts used, capturing customer signatures, uploading photos and syncing offline data. Dispatch and office staff are trained on the scheduling board, job allocation, customer communication templates and management reports. Training is delivered on-site at the client's premises or remotely via video call. Training materials including screen-recorded video guides for the mobile app are provided so new engineers can be onboarded without requiring a Softomate session for each new starter.
Go-live deploys the Odoo FSM system to production. Softomate recommends a two-week parallel run where jobs are logged in both the old system and Odoo simultaneously, so any configuration gaps are identified before the old system is retired. A Softomate support engineer is available during the first week of live operation to resolve any issues that arise from real-world usage. A 30-day hypercare period follows with priority support response for any production issues. A 30-day review session assesses the system performance against the original objectives and identifies any configuration refinements from the first month of live data.
04. Why Choose Us
Generic SaaS FSM platforms offer the same job sheet template for every trade. Softomate builds compliance form sections into the Odoo mobile job card that match the specific regulatory requirements of your trade - Gas Safe warning notices for heating engineers, NICEIC inspection fields for electricians, Legionella records for water treatment, LOLER certificates for lifting equipment. Completed forms generate PDFs and are stored against the job record automatically. No paper, no separate form system, no manual filing.
A Joblogic or Commusoft licence for 12 engineers at £45 per engineer per month costs £6,480 per year - forever. The licence cost goes up as headcount grows. A Softomate Odoo FSM implementation at £12,000 has no per-engineer monthly fee. At year 2 your Odoo system is paid for. At year 5 you have saved over £20,000 compared to SaaS. The only ongoing cost is optional support and maintenance (from £300 per month) and Odoo hosting.
Softomate can add an AI layer to the Odoo FSM system that analyses historical job data to predict demand peaks and recommend optimal engineer scheduling. Document AI extracts customer complaint text from emails and creates pre-categorised job cards automatically. No other London FSM implementation partner combines bespoke Odoo FSM with AI demand forecasting and intelligent scheduling in a single project.
Softomate migrates customer records, asset registers, job history, open service contracts and engineer skill data from your existing FSM system to Odoo as part of the implementation. No loss of historical data. Engineers start with their full job history available on their mobile app from day one. Migration scripts are tested against a copy of your live data before go-live to ensure accuracy.
05. Use Cases
Softomate implements Odoo field service management software for London and UK trades businesses that send engineers or technicians to customer sites. The following sectors have the most specific requirements that generic SaaS FSM platforms cannot serve.
Gas Safe-registered London heating contractors use Odoo FSM to manage boiler installation jobs, annual service contracts, emergency breakdown callouts and landlord safety certificate scheduling. Custom job sheets include Gas Safe warning notice fields, landlord gas safety record (CP12) certificate generation and appliance test record capture. Annual boiler service reminders are sent to customers automatically 30 days before the service interval expires.
London electrical contractors use Odoo FSM to manage installation jobs, periodic inspection and testing (EICR), emergency lighting testing and PAT testing across commercial and residential sites. Custom job sheet sections capture NICEIC electrical installation condition report data, test values, circuit schedule information and inspection remarks. EICRs generate as PDF certificates attached to the job record and emailed to the customer on job completion.
London facilities management firms managing hard services (M&E, fire safety, lifts, HVAC) across commercial property portfolios use Odoo FSM to manage planned preventative maintenance schedules, reactive maintenance callouts and statutory compliance inspections. Asset maintenance schedules track service intervals for each piece of equipment across each client site. Compliance certificate records and inspection reports are generated automatically and stored in the client's Odoo portal.
HVAC maintenance contractors managing service contracts for air conditioning, ventilation and refrigeration systems across London commercial buildings use Odoo FSM for planned maintenance scheduling, filter change tracking, refrigerant leak checks, F-Gas certificate generation and reactive breakdown management. Service contract renewal dates and SLA response times for reactive callouts are tracked and reported automatically. Engineers see full service history for each unit on the mobile app when attending a callout.
London property maintenance companies handling reactive maintenance and void refurbishments for landlords, letting agents and housing associations use Odoo FSM to manage multi-trade job scheduling, contractor subcontracting, purchase order approval and landlord reporting. Jobs raised by letting agents are imported automatically from email or a client portal. Landlord statements showing jobs completed, invoices raised and costs by property are generated as scheduled PDF reports.
Security system installers, fire alarm maintenance companies and sprinkler inspection contractors use Odoo FSM to manage installation jobs, quarterly inspection contracts, fault response callouts and NSI or BAFE certificate generation. Custom compliance sections capture detector test results, panel fault codes, battery test values and engineer signature for each inspection. Certificate PDFs are automatically stored in the customer portal and emailed to the facilities manager and building owner.
06. Results
A West London Gas Safe heating contractor with 14 engineers replaced paper job sheets and end-of-day manual invoice entry with Odoo FSM. Engineers completed digital job cards on the mobile app including Gas Safe record fields. Invoices were generated automatically from completed jobs and emailed to customers within 20 minutes of job completion. Invoice processing time fell by 80 per cent. Average payment collection time reduced from 31 days to 18 days because customers received invoices the same day as the job rather than at month end.
A South London hard services facilities management company managing M&E maintenance across 12 commercial buildings implemented Odoo FSM for planned preventative maintenance scheduling and reactive callout management. 340 assets across 12 client sites were loaded into the asset register with individual maintenance schedules. PPM job cards were generated automatically on the correct frequency. Missed maintenance incidents fell by 90 per cent in the first three months. Compliance certificate filing time was eliminated as all certificates were generated and stored automatically by the FSM system.
A North London NICEIC-approved electrical contractor replaced separate EasyReader test reporting software and manual certificate posting with Odoo FSM custom EICR job sheet sections. Engineers captured all test values on the mobile app on-site. The EICR PDF certificate was generated automatically on job completion and emailed to the client immediately. Certificate turnaround time fell from 5 working days to same-day. The contractor's online reviews noted faster certificate delivery as a competitive differentiator within 60 days of go-live.
A London property maintenance company managing 180 annual service contracts across a 500-unit residential portfolio used Odoo FSM to track service contract renewal dates and automate renewal reminders. Before Odoo, 12 per cent of annual service contracts lapsed without renewal because renewal dates were tracked in a spreadsheet that was infrequently checked. After Odoo, automated renewal reminders at 60 days and 14 days before expiry and renewal job creation 30 days before the service interval achieved zero lapsed contracts in the first 12 months of operation.
Why Softomate
Heating contractor case study: 14 engineers, Odoo FSM at £10,500 one-time vs Joblogic at £560/month = break-even at 18 months. From month 19, £6,720 saved per year with no cap on engineers or jobs.
Gas Safe warning notices, NICEIC EICR fields, Legionella records, LOLER certificates - all built into the mobile job card. Completed forms generate PDFs stored against the job record automatically.
Engineers in poor-signal locations complete job sheets offline. All data syncs when reconnected. No paper backup forms needed.
Softomate adds ML demand forecasting to the FSM system - predicts job volume peaks 4 weeks ahead so you schedule engineer availability correctly. No other London FSM implementer offers this.
Every FSM implementation is quoted at a fixed price after a discovery workshop. Free scoping call. Fixed quote within 5 working days.
Case study outcomes from real Softomate FSM projects. Client details anonymised per NDA.
07. FAQs
Field service management software schedules jobs, dispatches engineers, captures time and materials on-site, manages parts inventory and generates invoices automatically. UK businesses that need field service management software include plumbing and heating contractors, electrical installers, HVAC maintenance companies, facilities management firms, property maintenance companies, pest control operators, security system installers, lift maintenance contractors and any trade business that sends engineers or technicians to customer sites. The core problem FSM software solves is the gap between the office, the engineer on-site and the customer - manual scheduling boards, WhatsApp job allocation and paper job sheets create missed appointments, unbilled labour and angry customers. Softomate builds and configures field service management software on the Odoo platform for London and UK trades businesses, starting at £8,000 for a core FSM setup covering scheduling, mobile job sheets and automated invoicing.
Field service management software costs in the UK range from £25 to £95 per engineer per month for SaaS platforms like Joblogic, Commusoft or Workiz to a one-time implementation cost of £8,000 to £30,000 for a bespoke Odoo-based FSM system. For a 10-engineer trades business, a SaaS FSM at £40 per engineer costs £4,800 per year with no flexibility to customise workflows. A bespoke Odoo FSM implementation at £12,000 has no ongoing per-user licence fee and can be customised to match exact business processes. At 3 years, the bespoke Odoo FSM is typically cheaper than a SaaS platform for teams of 8 or more engineers. Softomate provides fixed-price quotes for Odoo FSM implementations after a free discovery workshop. Core setups covering scheduling, mobile job sheets and invoicing start at £8,000. Multi-site FSM with custom inventory modules, route optimisation and customer portals typically cost £15,000 to £30,000.
Yes, for most London trades businesses with 5 or more engineers. Odoo Field Service covers job scheduling, engineer dispatch with mobile app, time and material capture on-site, customer signatures, parts usage recording and automated invoice generation from completed jobs. The Odoo mobile app works offline so engineers can complete job sheets in buildings with no signal and sync when reconnected. Integrations with Odoo Inventory ensure parts used on jobs deduct from stock automatically. Odoo Accounting creates invoices and syncs to bank feeds for reconciliation. The main advantage over Joblogic or Commusoft is that Odoo can be customised to add workflows those platforms cannot accommodate - custom compliance forms, Gas Safe certificate generation, NICEIC test record sheets, asset tracking for maintained equipment, or integration with a client CAFM system. Softomate migrates job history, customer records and asset lists from Joblogic or Commusoft to Odoo as part of the implementation.
Yes. Odoo Field Service includes a native mobile app for iOS and Android that engineers use on-site to view assigned jobs, record time spent, log materials used, capture customer signatures, upload photos and complete custom compliance forms. The app works offline and syncs when the engineer reconnects to the internet. Each job card in the mobile app shows the customer address on a map, the booked time window, any special instructions and the list of parts required for the job. Completed job cards trigger automated actions in Odoo - invoices are generated, stock levels are updated and the customer receives a completion confirmation email automatically. Softomate configures the mobile app job sheet templates to match the specific compliance requirements of the trades business, including Gas Safe paperwork fields for heating engineers, NICEIC inspection record fields for electricians, or custom preventative maintenance checklists for facilities management firms.
A core Odoo field service management implementation covering scheduling, mobile job sheets, parts management and automated invoicing typically takes four to six weeks from discovery sign-off. The timeline includes discovery and configuration, mobile app setup and engineer training, data migration from spreadsheets or the existing FSM system, and a two-week parallel run where the old and new systems run side by side before the old system is retired. Larger implementations with custom compliance form builders, customer self-service portals, route optimisation and integration with accounting or CAFM systems typically take eight to twelve weeks. Softomate runs phased implementations for larger trades businesses - core scheduling and mobile job sheets go live first, then invoicing and stock management, then advanced features. Engineers typically need half a day of training on the mobile app before they are productive.
Softomate builds Odoo field service management integrations with accounting systems (Xero, Sage, QuickBooks), customer portals (client-facing job status tracking), CAFM systems (Planon, Maximo for facilities management clients), mapping and routing APIs (Google Maps for engineer dispatch), Parts suppliers (Wolseley, Screwfix API for live stock availability), certification bodies (Gas Safe register API for engineer credential verification), and payment processing (Stripe or GoCardless for direct debit collection on invoices). Custom compliance integrations cover NICEIC test certificate templates, Gas Safe warning notice generation, Legionella risk assessment records and LOLER inspection certificates for lifting equipment. Every integration is built within the Odoo framework so the data flows between the FSM system and external systems without manual export or import steps.
Field service management software handles customer personal data (names, addresses, access codes, signature images) and sometimes sensitive data (property access arrangements, medical needs affecting site access). Softomate designs Odoo FSM implementations with UK GDPR compliance from discovery: lawful basis mapping for each data category, field-level access controls so only authorised staff see sensitive customer information, automated data retention rules that anonymise or delete customer records at defined intervals, and subject access request deletion pathways for customers who request erasure. Engineer GPS tracking data is subject to UK GDPR as personal data about employees. Softomate configures GPS tracking with appropriate employee consent records and data minimisation settings. Customer data is hosted in UK or EU data centres. ICO-aligned documentation covering the data processing purposes and safeguards for the FSM implementation is delivered as part of every project.
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