How SETH International runs HVAC installation, maintenance and call-outs in Odoo

Three kinds of work

SETH supplies and installs HVAC systems for fit-out companies and villas. It also runs annual maintenance contracts for offices, shops and homes. The third kind of job is the one-off call-out, when an AC stops cooling or starts leaking.

Every enquiry has to end up as the right kind of job with the right technician, and the parts used on site have to come off stock. SETH also wanted sales, operations, HR and accounting in one system instead of spread across separate tools.

What we built

• When someone fills in the form on SETH's website, the lead lands in the CRM and moves through the stages the team set up.
• Each lead is tagged as an installation project, a maintenance contract or a call-out, and one button creates the matching field service project from it.
• Once a quotation is agreed, the work is set up as tasks in the projects app and assigned to technicians.
• Technicians fill in a digital service report on site, and the customer signs it there and then.
• Parts used on a job come off stock when the job is closed. Anything bought for a specific project goes into that project's own stock location.
• Customers can pay through a card payment link, and the team can send pro forma invoices before the work starts.

A job from start to finish

A property manager fills in the website form. The lead shows up in the CRM, the sales team talks to the client, and a quotation goes out. When the client agrees, tasks are created for a technician, who closes the job from their phone once the work is done. The parts they used come off stock, and the invoice is ready to send.

For HVAC and field service teams

When technicians spend the day on site, the gap between the office and the van is where time goes missing. Read more about our Odoo implementation work.