All products

Version upgrade, standard (no custom modules, any hosting)
- Upgraded test database and regression testing of key flows
- Studio customizations and reports checked
- Production upgrade scheduling and a user briefing on changes

Health Check & Rescue Audit
- 2-week review of configuration, data, custom code and performance
- Prioritized fix plan with an estimate for each fix

Care Premier, monthly
- 20 hours a month, 4-business-hour response when production is down
- Quarterly roadmap and upgrade planning

Care Plus, monthly
- 10 hours a month, 8-business-hour response
- Monthly 30-minute review

Care Essentials, monthly
- 4 hours a month, next-business-day response
- Monthly health check

SOP pack, one app
- Step-by-step procedures with screenshots
- Published in Odoo Knowledge

Admin and power-user academy
- 4 sessions of 2 hours
- Admin runbook

Onsite day, Central Florida
- 8 hours of training, workshops or go-live floor support
- Within 50 miles of Oviedo

Remote training session
- 2 hours, up to 10 attendees, recorded
- Agenda and handout

Native connector setup
- One Odoo-supported connector (payments, shipping, Avalara, Shopify or Amazon)
- Test transactions and a runbook
- Third-party fees not included

Approval workflow
- Multi-level, conditional approval on one document type
- Tested with your approvers

Automation rule
- One no-code automated action
- Tested in your database

Custom report or dashboard
- One report or KPI dashboard from existing data
- One revision round

Custom document layout
- One quote, invoice, delivery slip or purchase order layout
- One revision round

QuickBooks Online migration
- Chart of accounts, customers, vendors and items
- Open invoices and bills
- Opening trial balance and tie-out report

Up to 3 apps incl. 1 advanced; 1 data source up to 5,000 records with opening balances; 4 key-user sessions; 2 document layouts. Includes discovery, gap analysis and kick-off ending in a signed Scope Confirmation.

Up to 2 simple apps; contacts and products import (up to 2,000 records); 2 key-user sessions. Includes discovery, gap analysis and kick-off ending in a signed Scope Confirmation.