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Why Wyatt

What Is This?

Wyatt is the codename for Nugget Scientific's new software system, built on Odoo 19 Enterprise. It's replacing a patchwork of QuickBooks, a custom-built CRM, and a pile of Google Sheets with a single platform that handles accounting, inventory, field service, sales, and purchasing.

Why Are We Doing This?

Wyatt exists to make Nugget more efficient and easier to understand, so we can serve our customers better.

Specifically, here are the three problems we're trying to solve:

  1. Work gets lost in Google Chat and email. Tasks, handoffs, and status updates scattered across threads. Most of us use Google Chat & Gmail as our work queue —— which is becoming laborious as we grow.
  2. Lots of information gaps. No visibility into sub-component inventory, no resource scheduling data, manual SLA tracking. A lot of time spent shlepping data from spreadsheets to CRM ... and back ... and forth.
  3. Financials are fuzzy. We don't have efficient ways of tracking gross profit by customer, project, or business unit.

Wyatt fixes this by putting everything in one place.

What Wyatt Is Not Replacing

A few tools stay outside Wyatt on purpose. If it's not on this list, assume Wyatt is where the work happens.

  • Google Chat for real-time internal communication. The Wyatt channel is where we talk about the rollout, ask questions, and flag issues as they come up.
  • Email for external communication. Customer and vendor conversations still happen in your inbox. Wyatt can send email from inside record threads when it makes sense, but day-to-day communication with outside folks stays where it's always been.
  • Google Calendar for meetings and invites.
  • Google Drive for shared files and documents. Wyatt attaches files to individual records (a worksheet on a service request, a PO on an order), but the shared drive stays where it is for everything else.
  • Ramp for credit card spend and receipts. Corporate card activity and expense reimbursements stay in Ramp. Wyatt calculates per diem from your timesheets, and that's the only piece of expense-related money that lives in Wyatt.
  • Vestwell for 401k. Retirement contributions and enrollment stay there.
  • QT9 for our quality management system. SOPs, audits, and quality records live in QT9. (Wyatt's Quality app is a different thing: in-line checks during receiving and manufacturing.)

What Is this "Odoo" of Which You Speak?

Ah, yeah. That.

Odoo is a collection of tools that all connect very tightly together and help us run our business. Customer records, sales orders, inventory, timesheets, accounting: all of them live in the same underlying system, so data only has to be entered once and everyone sees the same thing.

Instead of buying separate software for each function and stitching them together, we picked one platform that already knows how to talk to itself.

We chose Odoo for three reasons:

  • Open source. We own our data and can modify or leave the platform whenever we want.
  • Simple to use. The interface is clean and the concepts are small. Most people are productive within a day.
  • Proven. Teams we trust launched on Odoo with the same implementation group and built a $26M business on top of it.

Get to Know Wyatt: Where to Start

If you're new to Wyatt, read in this order:

  1. Core Concepts: the dozen building blocks every screen in Wyatt shares. Worth reading before anything else.
  2. Apps Overview: a quick tour of every app, what it's for, and who uses it most. Most people only touch four or five.
  3. The User Guide for your role: Field Service, Sales, Operations, or Accounting & Finance.
  4. Technical Docs: custom module reference for developers and power users.

Standard Odoo features (accounting basics, CRM fundamentals, and so on) are already documented by Odoo itself. We won't duplicate that here. This site focuses on what's specific to Nugget.

When You're Stuck

Drop a note in the Wyatt channel on Google Chat. Or if you're in a rush, text or call Noah. (As always, no piece of feedback is too small to share.)

Every page on this site also has inline commenting. Click the tab on the right edge, sign in with a free Hypothesis account, and leave a note on any passage. It'll land in the queue and we'll address it in the next update.

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Nugget Scientific internal documentation