Every sector is audited against something.
Accounting is the straightforward part of a deployment. The hard part is knowing what your customers, insurers, frameworks and auditors demand as evidence — because that decides the data model, not the chart of accounts. We research the standard before we configure anything, then build the whole chain in Odoo: one system, one audit trail, nothing to reconcile. The three sectors set out below are where we can show you finished work. The method behind them transfers to any trade that has to prove how it operates.
Roofing, cladding, M&E, groundworks, retrofit.
Selling to main contractors, housing associations, local authorities and framework operators.
Prequalification through the SSIP schemes and Constructionline. Quality and safety management evidenced in practice. Competence records for every operative on site. Then per job: RAMS, site diaries, stage photography, O&M documentation and a handover pack.
Stage-gated QA checklists that will not close without the photographs attached. Card and competence expiry tracked against the jobs people are assigned to. Applications for payment, valuations, retentions and CIS in the ledger rather than a spreadsheet. Subcontractor insurance dates that flag before they lapse.
A roofing contractor working from handwritten invoices and a shoebox of receipts is now admitted to the Pagabo Small Works DPS, with access to contracts up to £3m. The full story
Sites, venues, equipment hire, memberships.
Selling to the public directly, and paying commission to whoever currently owns the booking.
Two things at once. Commercially, whether you can take your own bookings or must rent access to your own repeat customers from an affiliate. Operationally, the records an inspection or a client audit asks for: safety checks completed and dated, faults reported and closed out, staff trained and evidenced, incidents recorded properly.
Direct booking against real availability, so repeat customers cost no commission. Fault reporting from the ground, routed to whoever fixes it and closed with evidence. Inspection and handover checks on a schedule that raises itself. Accounting, helpdesk, CRM and email marketing on the same records, so the guest, the pitch, the fault and the invoice are one chain.
At a West London camping site: commission on repeat bookings eliminated, complaints arising from site faults down 60–80%, and safety documentation produced in-house instead of at £80–100 per document. The full story
Consultancies, surveyors, engineers, agencies.
Selling to clients who increasingly procure through frameworks and supplier questionnaires.
Professional indemnity at the required level, demonstrable project governance, and named individuals with evidenced qualifications. Public frameworks want utilisation, delivery against programme and social value reported rather than asserted.
Projects, timesheets and invoices as one chain, so utilisation and recoverability are facts rather than estimates. Document control with versions and approvals. Qualification and insurance records with expiry dates attached to the people and projects they cover.
Framework places, larger client procurement processes, and retained work where the client expects reporting as part of the service.
Most of what a safety consultant charges for is document production.
Not judgement, not advice — producing and reissuing the paperwork that proves a control was in place. That work is a template, a record and a date, which is exactly what a system is for. Keep the consultant for the questions that need a professional; stop paying them per document.
We build it bespoke to the operation rather than selling a compliance product, because the records a buyer asks for differ by trade and by client.
The documents
Method statements and risk assessments generated from the job they belong to, versioned, and reissued without a consultant's invoice attached.
The records
Checks, inspections, incidents and near misses recorded against the site, the asset and the person, dated and attributable.
The actions
Faults and corrective actions with an owner and a date, so a client audit sees a resolved trail rather than a list of reports.
The people
Training, competence and certification held against the individual and the work they were assigned, valid at the date of the job.
At a West London camping site this took safety document production from £80–100 per document to a few pence, and cut complaints arising from site faults by 60–80%. We are not an auditor or a certification body — we build the system that produces what the assessor asks to see.
The pattern is the same in every regulated trade.
A buyer asks you to prove what you did, that you did it on time, that the person was competent on the day, and what happened when something went wrong. The specifics change with the trade. The shape of the answer does not, and neither does the way we build it.
These are sectors where the same approach lands directly. We will tell you plainly which we have delivered in and which we are bringing the method to — but we would rather research your standard properly than turn you away because your trade is not on a list.
Vehicle maintenance & fleet
Inspection schedules met and evidenced, defect-to-rectification as one chain, parts traceability, and per-customer downtime reporting. The vehicle becomes a record with its own history rather than a line on an invoice.
Insurance work
SLA clocks that start on instruction, schedule-of-rates pricing applied consistently, an evidence file per claim, and network KPIs generated from the data rather than assembled before a review.
Wholesale & distribution
One stock position across the counter, the website and the marketplaces. EDI and advance shipping notices as ordinary transactions, with lots and serials tracked so a recall is a query rather than a fortnight.
Manufacturing
Works orders that carry their own QA steps, material genealogy from certificate to despatch, conformity documentation generated from the job, and non-conformance tracked with an owner and a date.
Your trade not mentioned? Tell us who audits you and we will read the standard.
Researching what an industry is measured against is the first thing we do on any project. It is the method, not a sector list, and it is the reason a roofing contractor and a campsite got the same quality of system.