Marine & offshore jobs, under control from quote to delivery.

One flow from CRM inquiry to approved estimate to a template-built job, with a live budget-vs-actual cockpit and scan-first lot/serial traceability built in.

The problem

Marine and offshore fabrication is project-driven and unforgiving on margins, yet quoting, execution, and costing live in disconnected tools: an estimate built in a spreadsheet, a job run on paper, and actual labor, material, and overhead costs reconciled only after the job closes — far too late to correct an overrun. Lot/serial traceability for classification-society audits is treated as a bolt-on, and requirements captured at the sale are lost by the time the job reaches the shop floor.

The solution

Capture requirements on the CRM lead, generate a portal-approved estimate, and convert it in one flow into a Marine Job pre-populated from an industry build template — hull, deck module, subsea structure, rig component, or refit — complete with tasks and a cost sheet. A live cockpit tracks budget-vs-actual variance by labor, material, and overhead the moment the job opens, while scan-first lot/serial entries keep every piece of equipment traceable for audit.

Capabilities

Everything a fabrication job needs, one place

Every capability below is implemented in the module.

01

Live Budget Cockpit

Every Marine Job form shows planned vs. actual totals, variance, variance percentage, and a budget status badge — on track, approaching budget, or over budget — the moment costs are entered.

02

Job Cost Sheet

An editable cost sheet on every job tracks labor, material, and overhead lines with planned amount, actual amount, and variance, each category summed automatically.

03

Build Templates

Five ready-made project templates — hull, deck module, subsea structure, rig component, and refit — each pre-loaded with task templates and estimated labor, material, and overhead costs.

04

Task & Progress Tracking

Assign tasks to a team member with a deadline and status — to do, in progress, blocked, or done — and watch a job-level progress bar update as tasks close out.

05

Scan-First Lot & Serial Traceability

Scan or type a serial/lot code on an equipment line and it looks up the matching stock lot automatically, linking product, serial number, and certification reference for audit-ready records.

06

One-Flow Estimate to Job

A single button on the confirmed sale order creates the Marine Job, links it back to the order, and seeds tasks and cost lines from the matching build template — no re-keying.

07

CRM Requirement Capture

A dedicated Marine page on the CRM lead records vessel name, vessel type, build type, and detailed requirements, then a "Create Estimate" button turns them straight into a sale order line.

08

Guided Setup Wizard

A one-screen wizard installs the build templates you need, sets your budget-warning threshold, and can seed a sample customer so a new team is productive in the first session.

09

Budget-vs-Actual Dashboard

A graph and pivot dashboard breaks planned vs. actual cost down by build type and stage, so a cost controller can scan the whole portfolio for overruns in seconds.

Workflow

How it works

1

Capture the inquiry

Log vessel details, build type, and requirements straight on the CRM lead so nothing is lost before quoting.

2

Estimate & approve

One click turns the lead into a sale order the customer reviews and approves through the portal.

3

Convert to a job

The confirmed order becomes a Marine Job, seeded with tasks and a cost sheet from the matching build template.

4

Track to delivery

Watch budget-vs-actual variance, task progress, and equipment traceability on one cockpit until handover.

Questions

Frequently asked

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

Project, Sales, Inventory, and CRM. All four ship with Odoo Community, so there is nothing extra to buy to run the full flow from lead to delivery.

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.

Marine, Offshore & Industrial Manufacturing

From CRM inquiry and portal-approved estimate to a template-built job with a live budget cockpit, job cost sheet and scan-first lot/serial traceability.

Buy on Odoo App Store