Connecting field service and invoicing through Odoo.
PD Security × Centric
A connected Odoo implementation built around PD Security’s day-to-day operations — from scheduling and assigning on-site jobs through project tracking and invoicing.
Project Tracking
Live job progress
One System
Operations + accounts
Field Service
On-site operations
Job Scheduling
Assigned jobs
The Challenge
PD Security needed a more connected way to manage field operations, technician scheduling, projects and invoicing. Disconnected processes made it harder to track jobs and coordinate teams.
Our Solution
Centric connected PD Security’s field service, job scheduling, project management and invoicing through Odoo, creating one system to manage work from assignment through to billing.
From Client Request to Invoicing
Core Workflow
1
Schedule
A field service job is scheduled in Odoo.
2
Assign
The job is assigned to the relevant team or technician.
3
Field Service
On-site work is carried out and tracked.
4
Project
Job progress and project details are kept up to date.
5
Invoice
Completed work is invoiced directly through Odoo.
Everything Connected Inside Odoo
One Platform
Job Scheduling
Schedule and assign work to the right team.
Invoicing
Turn completed work into customer invoices.
Project Management
Track jobs, tasks and progress in one place.
Accounting
Manage payments, journals and financial records.
Customers
Keep customer and service details connected.
Field Service
Manage on-site service jobs and tasks.
After
One connected platform
Customers
Field Service
Scheduling
Projects
Invoicing
Everything working together in one system.
Before
Disconnected operations
Client requests
Job scheduling
Field work
Project tracking
Manual invoicing
The Result
PD Security now has one connected system to manage the full service workflow, from receiving a client request and scheduling the right team to tracking field work, monitoring project progress and preparing the final invoice. This gives the team clearer visibility over every active job, reduces manual follow-up and keeps operations and billing aligned from start to finish.
Better Job Visibility, Less Manual Work, and Stronger Control.
What Centric Delivered
PD Security now benefits from a clearer, more structured way of working, with improved coordination between teams and greater visibility over ongoing operations. Information is easier to access, responsibilities are clearer, and management can monitor progress more effectively while reducing unnecessary admin and delays.
Frequently asked questions
Find answers about our business IT services and what to expect when working with Centric.
Yes. We support businesses of all sizes, from small teams to larger companies, with IT solutions tailored to your setup, users, and business needs.
Yes. We can assess your current systems and work with your existing setup to improve performance, security, and reliability without unnecessary changes.
Once you submit the form, we review your enquiry and contact you to discuss your requirements and guide you on the next steps.