Step 1

Workflow Discovery

Before setting up Odoo, we review how your business currently operates.

For contractors, this may include lead intake, estimate scheduling, quote follow-up, signed quotes, deposits, job coordination, field updates, and review requests.

For manufacturing businesses, this may include inquiries, product details, quotes, sales orders, purchasing, inventory-related workflows, production steps, and customer updates.

For service businesses, this may include consultation requests, appointment scheduling, proposals, client onboarding, task tracking, and follow-ups.

The goal is to understand what Odoo needs to support before building the system.

Step 2

App Selection

Odoo has many apps, but every business does not need every app on day one.

SupportCrewe helps identify which apps should be included based on your workflow and support plan.

Common Odoo apps may include:

The goal is to keep the setup useful, not overloaded.

Step 3

CRM and Pipeline Setup

The CRM is often the center of the workflow.

SupportCrewe helps set up CRM stages that match the way your business handles leads, quotes, follow-ups, approvals, and handoffs.

This may include lead sources, opportunity stages, activity reminders, sales team assignments, follow-up rules, customer notes, tags, and reporting views.

A clean CRM helps your team see what is new, what needs attention, what has been quoted, and what is ready for the next step.

[Explore Odoo CRM & Sales Pipeline]

Step 4

Website Forms and Intake Setup

Good workflows start with good intake.

SupportCrewe helps set up Odoo website forms that collect the right information from customers, leads, clients, or prospects.

Depending on your business, this may include contact forms, quote request forms, service request forms, consultation forms, file upload forms, project detail forms, or support request forms.

The goal is to reduce back-and-forth by collecting useful information from the beginning.

[Explore Odoo Website & Forms]

Step 5

Sales, Quotes, and Handoff Workflow

Odoo should help connect the sales process to the next stage of work.

SupportCrewe helps organize quote workflows, proposal steps, sales order tracking, follow-up activities, approval status, and handoff points.

For contractors, this may include quote prep, signed quote tracking, deposit status, and project handoff.

For manufacturing businesses, this may include quote requests, custom order details, sales orders, and production-related handoff.

For service businesses, this may include proposals, consultation status, approved work, and client onboarding.

Step 6

Projects, Tasks, and Field Workflow

Once work is approved, the system needs to track execution.

SupportCrewe helps set up Odoo Projects, tasks, Field Service workflows, task stages, internal assignments, deadline reminders, and activity tracking. This helps your team see what needs to be done, who is responsible, what stage the work is in, and what information is attached to the task.

For contractors, this may support job coordination and field updates. 

For service businesses, it may support internal client tasks. 

For manufacturing businesses, it may support sales-to-production task flow where appropriate.

[Explore Project Coordination]

Step 7

Documents and Knowledge Base

A strong Odoo setup should make information easier to find.

SupportCrewe helps organize Odoo Documents and Knowledge so your team has a cleaner place for files, SOPs, templates, instructions, customer records, business documents, and internal guides.

This may include folders, document naming rules, training notes, internal procedures, message templates, service instructions, or project files.

The goal is to stop important information from being buried in email threads, personal folders, or old spreadsheets.

Step 8

Automation and Reminders

Odoo automations can save time when they are built carefully.

SupportCrewe helps create practical automations that support the workflow without making the system confusing.

This may include follow-up reminders, task creation from forms, CRM activity scheduling, internal notifications, quote follow-up activities, document reminders, and customer communication triggers.

The goal is not to automate everything. The goal is to automate the repetitive steps that help the team stay consistent.

[Explore Odoo Automation & Workflows]

Step 9

User Access and Team Roles

A system works better when each person has the right access and responsibilities.

SupportCrewe helps set up users, roles, permissions, team assignments, and workflow ownership inside Odoo.

This helps define who can view records, who updates CRM stages, who manages tasks, who handles forms, who reviews quotes, and who supports customers.

Clear roles reduce confusion and help the team use Odoo with more confidence.

Step 10

Training and Go-Live Support

Once the system is prepared, the team needs to understand how to use it.

SupportCrewe provides practical Odoo training based on your workflow. We show users how to manage the steps they are responsible for, instead of overwhelming them with every feature in the system.

Training may include CRM use, form handling, task updates, document management, quote workflows, project tracking, activity reminders, and internal SOPs.

After training, the system moves into active use with support available for questions, corrections, and improvements.

[Explore Odoo Training & Support]