Your job cost sheet becomes the quote, order & invoice — in one confirmation
Sales Estimate from Job Cost Sheet turns itemized labor, material, subcontractor, and overhead costs into a customer estimate, then previews and generates the Sales Order, Invoice, Manufacturing Order, and Project Tasks — nothing is committed until you approve it.
The problem
Estimators re-key the same job cost line items into a quotation, a sales order, an invoice, and sometimes a manufacturing order or task list — each transcription is a chance for a transposition error or a margin that quietly erodes because the quoted price no longer matches the true cost. For teams running dozens of concurrent jobs, this duplicate entry is a daily time sink and a source of billing disputes.
The solution
Build one itemized Job Cost Sheet and let the estimate price derive automatically from cost plus your target margin. A preview-and-edit wizard shows exactly which Sales Order, Invoice, Manufacturing Order, and Tasks will be created — adjust or deselect any of them before anything is committed — then track estimated-versus-actual margin as the job progresses.
From costed line items to signed-off revenue
Every capability below is implemented in the module.
Itemized Job Cost Sheets
Labor, material, subcontractor, and overhead cost lines roll up automatically into per-category and grand totals.
Margin-Derived Estimate Pricing
Set a target margin percent and every line’s estimate price, plus the sheet total, recalculates live.
Preview-and-Edit Generation Wizard
See exactly which Sales Order, Invoice, Manufacturing Order, and Tasks will be created, and toggle any of them off before anything commits.
One-Action Sales Order & Invoice
Generate the Sales Order and a draft customer Invoice straight from the approved job cost sheet, no re-keying required.
Optional Manufacturing Order
Toggle a linked Manufacturing Order for jobs that need production; off by default for pure service firms.
Auto-Generated Project Tasks
Turn cost lines into Project Tasks linked back to the job sheet, with labor lines carrying allocated hours.
Estimated-vs-Actual Margin Tracking
Record actual cost per line and see cost-overrun flags alongside live estimated and actual margin percentages.
Login-Free Portal Approval
A tokenized link lets customers review the estimate and sign off with a digital signature, no portal account required.
Bulk Generation & Cost Templates
Generate documents for many job sheets in one batch, and start new sheets from a reusable cost-category template.
How it works
Build the Job Cost Sheet
Add labor, material, subcontractor, and overhead lines — or load a cost-category template — and set your target margin.
Mark It Estimated
Confirm the cost sheet is ready so the estimate price is locked in for customer review.
Preview & Generate
Open the Generate Documents wizard, choose which of Sales Order, Invoice, Manufacturing Order, and Tasks to create, and confirm.
Track & Get Signed Off
Share a login-free portal link for signature approval, and watch the Estimated-vs-Actual tab as real costs come in.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
It works alongside them. The Job Cost Sheet drives the numbers, and the Generate Documents wizard creates a standard Odoo Sales Order and Invoice you can open, edit, and process exactly like any other.
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.
Sales Estimate from Job Cost Sheet
Turn itemized job cost sheets into estimates, sales orders, invoices, and manufacturing orders in one preview-and-edit wizard, with estimated-vs-actual margin tracking.
Buy on Odoo App Store