Warranty-aware recurring service for every client asset

Schedule, track, and invoice recurring maintenance on client-owned equipment — with warranty checks, compliance checklists, and automatic service orders built in.

The problem

Fleets of client equipment each need service on their own cadence, but spreadsheets and generic reminders cannot tell you which asset is under warranty, whether a checklist was completed, or when a missed date becomes a compliance failure. Deadlines slip, covered work gets billed by mistake, and finance has no clean link between delivered service and the invoice that should follow.

The solution

Client Equipment Recurring Service connects the whole chain in one Odoo app: register each asset with its warranty and health status, generate service orders automatically on a recurring schedule, run a standardized checklist on site, and let the order carry warranty-aware invoicing through to a service contract. Every step is logged for audit and compliance.

Capabilities

Everything the chain needs, built in

Every capability below is implemented in the module.

01

Equipment registry with warranty & health tracking

Track every client-owned asset with a warranty state (valid, expiring, expired) and a health indicator (good, warning, critical), plus smart buttons to jump straight to its schedules and service history.

02

Service templates with safety checklists

Define a standardized procedure once as a service template, with ordered checklist steps that flag safety-critical items so every technician follows the same compliant process.

03

Recurring service schedules

Set up monthly, quarterly, semiannual, annual, or custom-interval schedules per equipment item, then activate, pause, or reset them, or trigger the next occurrence on demand.

04

Automated order generation by cron

A background cron scans active schedules and creates the next due service order automatically, so no coordinator has to remember to open a new task by hand.

05

Warranty-aware service orders

Each generated service order carries the equipment's warranty state, automatically flags the work as covered or chargeable, and walks the checklist through to completion.

06

Chargeable vs. warranty-covered invoicing

Only chargeable service converts to an invoice; warranty-covered work is tracked and reported without billing the customer twice for coverage they already paid for.

07

Service contracts with SLA & renewal

Manage customer and supplier service contracts with multi-currency support, recurring invoicing, SLA terms, and a statusbar workflow for confirm, activate, invoice, renew, and expire.

08

Full service history & audit trail

Every equipment record, schedule, and order keeps a chatter-based history and activity log, giving you the audit trail compliance inspections and contract renewals require.

09

Service analysis dashboard

A pivot and graph view across service orders surfaces workload, order volume, and completion trends so coordinators can plan technician capacity ahead of demand.

Workflow

How it works

1

Register equipment

Add each client asset with its category, warranty dates, and health status.

2

Configure a schedule

Attach a service template and recurrence interval so due dates generate themselves.

3

Complete the service order

The cron creates the order automatically; technicians work the checklist and mark it done.

4

Invoice or renew

Chargeable orders convert to an invoice, and contracts track SLA and renewal automatically.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Yes. Each service order automatically flags whether the work is chargeable or covered under warranty, and only chargeable orders convert into an invoice, so covered customers are never billed twice.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Client Equipment Recurring Service

Recurring service schedules that generate their own orders, each one warranty-aware — so covered work never gets billed and chargeable work always does, backed by safety checklists and SLA contracts.

Buy on Odoo App Store