
Discover how construction contracts set materials costs and labor rates, trigger automated project creation from quotes, and manage plans, permits, tasks, and scheduling via a sales app and project workflow.
Explore how warehouses and locations organize inventory with storage locations, inbound and outbound flows, and hierarchical structures in Odoo, including internal, transit, and virtual location types.
Learn how manual reordering rules maintain inventory by setting min and max stock, using the replenishment dashboard and order to max to align forecasts with vendor lead times.
Enable lots and serial numbers, then configure FIFO and LIFO removal strategies at locations or product categories to rotate stock by arrival dates.
Enable consignment in configuration settings, then receive consignment stock from a vendor using a manual receipt, and view that stock as non-owned with separate valuation from owned inventory.
Set up Odoo project task dependencies to order work, then use kanban or gantt views to visualize start and end dates and drag-and-drop links between tasks.
Explore how to manage accounting journals in Odoo, including sales, purchase, bank, and miscellaneous journals, their configuration, default accounts, sequences, and how they feed the general ledger.
Configure and manage sales taxes and VAT in Odoo, including localization, fiscal positions, default taxes, tax sequences, and reporting.
Learn to automate basic journal entries in Odoo by configuring receivable and payable accounts, tax inputs, default income accounts, and invoice layouts for customer invoices and vendor bills.
Explore building effective teams by region or market segment, set up dedicated sales pipelines, and automate lead assignments to improve accuracy, efficiency, and reporting.
Activate leads in the Odoo dashboard, nurture interest through marketing, and let the sales team convert them into opportunities while merging duplicates and keeping records organized.
Learn to automate construction lead generation by mining leads with criteria like company size and industry, generate vetted leads from your database, and assign them to the sales team.
Take Control of Your Construction Business, Boost Efficiency, and Maximize Profitability
Running a construction company isn’t just about building—it’s about strategy, efficiency, and smart management. This course is your roadmap to mastering operations, projects, accounting, and client management, all tailored specifically for construction professionals.
Whether you want to streamline your warehouse, manage projects with precision, control finances, or grow your client base, this course gives you the skills and tools to succeed.
Why This Course Will Transform Your Construction Business
Operate Smarter: Learn the workflows, contracts, and inventory strategies that keep construction companies efficient.
Deliver Projects On Time: Master task planning, dependencies, budgets, and project management for real-world construction challenges.
Take Charge of Finances: Gain expertise in accounting, taxation, invoicing, and financial analysis specific to construction.
Build Strong Client Relationships: Use CRM strategies to improve lead generation, forecast disruptions, and create a reliable construction team.
Stay Ahead of Rising Costs: Understand how to manage resources, perishable materials, and warehousing to maintain profitability.
This course is designed to equip construction professionals, managers, and business owners with the essential knowledge and practical skills required to streamline operations, manage projects efficiently, optimize finances, and improve customer relationships in the construction industry. Through real-world examples, actionable insights, and step-by-step instructions, you will learn how to increase efficiency, reduce costs, and grow your construction business.
Whether you are a construction manager, accountant, project planner, or business owner, this course will provide you with the tools and strategies to succeed in the highly competitive construction industry. Join this course to gain an in-depth understanding of operational workflows, project planning, accounting practices, and CRM strategies tailored for construction companies.
Who This Course is For:
Construction business owners looking to optimize operations and increase profitability
Project managers aiming to improve planning, task management, and cost control
Accountants and finance professionals specializing in construction industry practices
Operations managers seeking efficient inventory and warehouse management
Professionals responsible for client relationships, lead generation, and CRM in construction
Why This Course?
Construction isn’t just building—it’s planning, managing, and optimizing every step. Learn how to:
Run operations efficiently and reduce waste
Deliver projects on time and on budget
Manage accounting, invoicing, and procurement with confidence
Build strong client relationships and generate leads
Stay ahead of rising costs and industry challenges
Who Should Enroll
Business owners and construction managers
Project planners and operations leads
Accountants and finance professionals
CRM and client management specialists
Course Content:
Module 1: Construction Companies Operations Management
The Key Types of Construction Contracts
Types of Commercial Contracts Your Team Must Know
Stages of Product Development and Contract Types
Measurement in Construction
Key Factors for Effective Construction Warehousing
Smart Warehouse in Construction
Safety Stock or Min/Max Method?
How to Improve Your Construction Efficiency
Efficient Management of Perishable Inventory
Rising Costs in the Construction Industry
Understanding Construction Receipt
Building and Construction Materials Suppliers Receipt
Understanding Pull/Push Rules in Construction Companies
Lot and Serial Numbers When Tracking Products
Barcode Systems and Hardware Designed for Construction
Module 2: Construction Companies Project Management
Construction Project Management
Construction Tasks Planning
How to Create Tasks from Sales Orders
Project Task Dependencies in Construction
Subtasks in Odoo Construction Projects
Project Budget Management
ODOO - Smart Expense Management
Module 3: Management Accounting in Construction Companies
Role of an Accountant Jobs in Construction Companies
How to Do Accounting for Your Construction Business
Creditors and Debtors: Everything You Need to Know
Journal of Construction Management
Fundamentals of Construction Taxation
Automate Financial Accounts
The Construction Procurement Process Explained
Construction Invoicing
The Construction Sales Process and How to Improve It
Construction Asset Management
Construction Industry Year End
Conducting Financial Analysis
Module 4: Construction CRM Management
How CRM Becomes Important in Construction Management
Building an Effective Construction Team
Construction Opportunities for Your Business
Construction Workflow and Process Automations
Construction Logistics Lead Generation
Construction Work Management for Tasks
Construction Forecasting: Planning for Disruptions
Stop letting inefficiencies, cost overruns, and missed opportunities hold your construction business back.
Enroll today and gain the skills, systems, and strategies to run your business like a pro.
Your construction company deserves more—take control now.