Migrate active properties, accepted seasonal scope, remaining visits and open installation commitments before considering the full historical archive. Reconcile prepaid or previously invoiced amounts with finance separately from the work schedule. Preserve property-area references so imported tasks do not duplicate a service already completed earlier in the season.
Understand the decision
A mid-season changeover is more complicated than copying customer names. Some properties have received different numbers of visits, installations may be partly finished and materials may be allocated but not installed. The opening position must explain both the customer's financial balance and the work still owed.
Work through the requirements
- Count remaining obligations by property.
- Reconcile billed amounts and prepayments.
- Map unfinished installations and allocated materials.
| Record or decision | Why it matters |
|---|---|
| Property-area mapping | Preserves service-location identity. |
| Seasonal opening sheet | Shows completed and remaining agreed visits. |
| Installation reconciliation | Explains unfinished work and material commitments. |
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
Importing the annual visit template without subtracting completed work overstates the remaining service. Reconcile the season-to-date position with supervisors and finance, and retain the source evidence supporting any difference before staff schedule new visits.
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 Landscaping businesses 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: field service materials and warehouse configuration ↗Odoo 19: project management ↗Odoo 19: timesheet configuration and recording ↗