Break the accepted estimate into work packages that a supervisor can recognize on site. Keep labour allowances, material assumptions and customer-supplied items visible, and reference the approved drawing or specification revision. Purchasing and scheduling should follow the accepted package rather than an unapproved estimate variant still circulating with the sales team.
Understand the decision
A commercial fit-out may separate distribution equipment, rough-in and final installation while the customer changes fixture selections. The system needs to retain the commercial baseline and show the effect of a later instruction without pretending that a software approval substitutes for technical design review.
Work through the requirements
- Identify the accepted specification revision.
- Assign costs to recognizable work packages.
- Approve fixture changes before purchasing.
| Record or decision | Why it matters |
|---|---|
| Estimate baseline | Preserves agreed inclusions and allowances. |
| Work package | Connects tasks, labour and materials. |
| Instruction record | Links changes to an approving owner. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
Flattening an estimate into one service line hides where scope changes occur. Preserve enough work-package detail to explain commitments and variances, while avoiding a task structure so granular that supervisors cannot maintain it.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Electrical contractors in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: project management ↗Odoo 19: project milestones ↗Odoo 19: timesheet configuration and recording ↗