From field survey to defensible report in one auditable flow
Capture site surveys, track billable hours, and produce traceable biodiversity and ESG reports — all from a single Odoo app built for environmental consultancies and ecological survey firms.
The problem
Client and contract data lives in a CRM or spreadsheet, field survey findings sit in notebooks or point tools, timesheets live somewhere else again, and the final ESG and biodiversity figures get reconciled by hand. When a regulator or client asks “where did this number come from?”, nobody can answer quickly.
The solution
One module joins client sites, field surveys, billable hours and ESG/biodiversity reporting into a single traceable flow. Every figure in a report links back to the field observation it came from, so your team can answer any provenance question instantly.
Everything a consultancy needs, in one app
Every capability below is implemented in the module.
Client Sites & Multi-Site Tracking
Record every client site with address, GPS coordinates, surveyed area and primary habitat, then move between many clients and sites without re-keying data.
Field Survey Capture
Log baseline, habitat condition, protected species, biodiversity net gain, ESG audit and monitoring surveys, each moving through a Draft to Validated workflow with a full audit trail.
Granular Species Observations
Record every species observation with abundance, habitat, conservation status, GPS position and a photo — the evidence trail behind every biodiversity figure.
Automatic Biodiversity Metrics
Species richness, total abundance, protected-species counts and Simpson’s diversity index are calculated automatically from your observations, at both the survey and site level.
ESG Data with Provenance
Record ESG indicators aligned to EU Taxonomy, Biodiversity Net Gain, GRI and CSRD frameworks, with every entry optionally linked back to the source survey that produced it.
Engagements, Quotes & Billable Hours
Run each client engagement as a project with fixed-fee, time-and-materials or retainer billing, track timesheets, and issue quotes — without leaving Odoo.
Traceable QWeb Reports
Generate client-ready PDF survey and site reports that present biodiversity summaries and ESG figures alongside the observation data they were calculated from.
Public Consultation Requests
A public website form lets prospective clients request a survey; submissions become qualified CRM leads tagged for your ecological survey pipeline.
Client Portal Access
Clients log in to view their own sites and surveys and download reports, with access automatically restricted to their own data.
How it works
Set up the site
Record the client site with its address, GPS coordinates, area and primary habitat.
Capture the survey
Log a field survey and record every species observation as your surveyors find them.
Review the metrics
Biodiversity and ESG metrics compute automatically as observations and data entries come in.
Deliver the report
Validate the survey and generate a traceable PDF report for your client or regulator.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
It builds on Odoo’s Project, Timesheets, Sales, CRM, Website and Portal apps — all included free with Odoo Community. There is no dependency on any paid or enterprise module.
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.
Environmental Consultancy & Ecological Surveys
Client sites, field surveys, species observations, automatic biodiversity metrics and ESG data with provenance — feeding traceable reports and billable engagements.
Buy on Odoo App Store