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Systems set up for the work you actually do

Open-source business systems for Central Valley growers, packers and contractors, built on Odoo Community and tailored to how you work. Here's where it fits best, and what's built in versus connected or custom.

Agriculture

Growers, packers and shippers, ag contractors.

  • Inventory with lot tracking, from receiving to shipping
  • Packing runs, case and pallet labels, purchasing
  • Invoicing, bills and accounting, equipment upkeep and crew hours

I also set up farmOS for farm and field records, connected to the rest. Payroll and compliance reports stay with your current providers.

Trades and contractors

Electrical, plumbing, HVAC, landscaping, irrigation and general contractors.

  • Quote → job → timesheets → invoice, with deposits and progress billing
  • Job costs by project, materials purchasing and equipment and truck upkeep
  • Customers can view and pay invoices online

Signing quotes and change orders electronically, and holding back retention, are added with a separate tool or setup work. Crews use jobs in the phone browser; there's no dedicated dispatch app. Certified payroll stays with your payroll provider.

Professional offices

Accountants, bookkeepers, insurance agencies and consultants.

  • Clients, engagements and billable hours in one place
  • Invoices from logged time, with online payment
  • Client document intake that's filed and searchable

E-signature, online booking and a client request desk are connected from separate open-source tools. Client trust accounts and insurance agency-management software stay in their own systems.

Small manufacturers and packers

Small teams that make, mix, pack or repack products.

  • Recipes and bills of materials, production runs and costs
  • Lot numbers and expiry dates, with trace from supplier to customer
  • Labels, purchasing, landed costs and equipment maintenance

Quality checklists and printing labels at the line are setup work. Food safety and traceability compliance stay with your food safety program.

Back-office help for other industries

Nonprofits, wineries and dairies: your core systems for donors, production or herds stay where they are. I can set up the back office (invoicing, bills, purchasing, accounting with your bookkeeper, paperless documents) and connect it to the software you already use.

Don't see your industry?

If your business runs on its own mix of jobs, records and paperwork, tell me how your work flows. I'll tell you honestly whether this is a good fit, and if it isn't, I'll say so.

Built on Odoo Community. Not affiliated with Odoo S.A.