Service Contract Sale

How to sell a service contract (subscription) and onboard the customer through their first PM.

What a Service Contract Looks Like in Odoo

Subscriptions are recurring sales orders. How they differ from one-time sales. (coming soon)

Selling a New Contract

Creating the subscription, attaching systems, setting the billing cadence. (coming soon)

Which Systems Are Covered

How to link specific systems at the customer site to the contract. Why this matters for dispatch (covered vs billable). (coming soon)

Customer Onboarding

What happens between "contract signed" and "first PM completed." Who does what. (coming soon)

Renewals and Expirations

How to see what's coming up for renewal. What happens when a contract expires. (coming soon)