Price every job to protect margin, then close it on the doorstep
Cost-plus flat-rate price books with margin-floor guardrails, turned into Good/Better/Best proposals your field reps can present, finance and sign on the spot — all in one Odoo app.
The problem
Field-service trades price jobs on the customer's doorstep under time pressure. Technicians translate labor hours and material costs into a quote with spreadsheets, laminated rate cards or mental math — a practice that produces inconsistent margins, quotes that silently drop below profitability, and pricing with no audit trail back to a defined rate. Standard Odoo Sales gives one flat quote per opportunity, with no cost-plus markup engine, no margin-floor protection and no concept of trade labor rates or seasonal surcharges.
The solution
Build a cost-plus price book from trade labor rates and material costs, then enforce a configurable margin floor on every markup tier before a proposal can ever be sent. Generate Good/Better/Best proposals the rep customizes on-site with live add-on recompute, financing estimates and e-signature capture — and the moment it is signed, a scheduled job is created automatically, with any margin exception logged for manager approval.
Everything from cost buildup to signed job
Every capability below is implemented in the module.
Cost-Plus Price Books
Build flat-rate prices from effective-dated trade labor rates, material costs and configurable percentage markup tiers.
Margin-Floor Guardrails
Live, color-coded margin status — On Target, Near Floor or Below Floor — blocks any proposal from sending below the configured margin floor.
Good/Better/Best Proposals
Generate three structured tiered proposals straight from the price book with one click, each priced and margin-checked.
Live Add-On Recompute
Toggle optional lines on a proposal and watch tier totals, margin and the monthly payment recalculate instantly.
Batch Repricing with Preview
Reprice an entire price book in one click, with a before/after wizard showing every price delta before you commit.
Seasonal Surcharges
Date-windowed percentage surcharges apply automatically to proposals priced during peak-demand seasons.
Financing & Monthly Payments
Each tier shows an amortized monthly payment from its APR and term, plus a rules-based financing pre-qualification signal.
E-Signature & Auto Job Scheduling
Capture signer name, signature and signed date on acceptance; a scheduled job is created automatically the moment it closes.
Margin-Override Audit Trail
Any below-floor tier routes through a logged request with a manager approve/reject workflow and full chatter history.
How it works
Build the price book
Set labor rates, material costs and markup tiers; the engine computes a flat-rate price for every item and tier.
Reprice with confidence
When costs shift, preview the before/after price impact, then commit the repricing run with one click.
Generate & present
Pull Good/Better/Best tiers from the price book and customize add-ons live, right on the customer's doorstep.
Close & schedule
Capture the e-signature on acceptance; the job is scheduled automatically, with any margin exception logged for approval.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. The module depends only on Odoo's mail app; price books, proposals, materials and jobs are self-contained custom models, so install is light with no required third-party integrations.
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.
Trade Flat-Rate Pricing & Tiered Proposals
Cost-plus flat-rate price books with margin-floor guardrails and Good/Better/Best proposals — plus seasonal surcharges, financing estimates and e-signature with auto job scheduling.
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