Hitachi
a proposal for hitachi elevator philippines

Keep every lift moving, and prove it.

An Odoo 20 service core for breakdown calls, field visits, signed reports and installation projects, working beside GERP in Makati, Cebu and Cagayan de Oro.

Odoo Ready PartnerDiscussion draft · September 2026

→ or click to begin · O all slides

what we understand

Fifty-five years of keeping the Philippines moving.

  1. 1971Founded as Hi-Eles Industrial; a Hitachi subsidiary since 2011Your About Us page
  2. 3Offices in Makati, Cebu and Cagayan de Oro, each with its own lineContact Us
  3. 24/7Maintenance, backed by readily available maintenance partsServices
  4. 67Units for NSCR Phase 1: 21 elevators, 46 escalators, 7 stationsHitachi news, 8 September 2021
  5. 2025Body cameras with QR worksite scanning for your field teamsYour news release, 22 November 2025

From your public pages only. Everything else in this deck is ours to confirm with you.

Makatihead office CebuMandaue Cagayan de OroNorthern Mindanao
NSCR Phase 167 units · 7 stations

CP01 · 13 elevators, 26 escalators
CP02 · 8 elevators, 20 escalators

what we'd like to confirm

Six places where Odoo takes the load.

  1. 01Three lines for every breakdown callEach office takes calls on its own line, with no shared clock on the 24/7 promise.
  2. 02Renewals watched by handContract end dates are followed up by a person, three months ahead.
  3. 03Dispatch without the full pictureWho is free, what they carry and which van is out, in one view.
  4. 04Proof of visit in two placesBody cameras record the site; checklist, parts and signature can sit with the clip.
  5. 05Parts found out on siteBranch stock checked when the job is booked, not when the van arrives.
  6. 06Handover to maintenance planEach new unit needs its preventive plan and contract from day one: 67 on NSCR.
  • Helpdeskone queue, response clocks
  • Planningfield service in Odoo 20: jobs, worksheets
  • Subscriptionscontracts, renewals, recurring invoices
  • Signrenewals signed online
  • Inventorystock per branch, reserved per job
  • Purchasereorders from your suppliers
  • Projectinstallations, station by station
  • Documentsvisit reports, drawings, certificates

Hypotheses from public information, to test with you in discovery. Point at one to follow its line.

how it fits

A service layer beside GERP, not another ERP.

ways in
Odoo 20 · one database for the service side
Helpdesk Planning · field service Project Sign & Documents Subscriptionsphase 2 CRM, Sales & Purchasephase 2

Click any box. Odoo runs the service work; GERP keeps the books.

workflow · a breakdown call

From the first ring to the signed report.

Call loggedHelpdesk Clock startsSLA policy Technician assignedPlanning Parts on the jobPlanning On siteQR check-in Signed reportto the owner, and GERP
P1 · Passenger trappedvia phone
#HD-2417

Tower A, Makati CBD · Car 2

Car stopped between floors 8 and 9, two passengers inside.

0:00of 30 min response targetClock not started
Waiting for dispatch Parts not checked yet
Target met
Makati CBD Nearest free technician: 3 in range
Ticket history

    Sample building, names and times. Response targets come from your contracts.

    planning · field service in odoo 20

    Who's where, carrying what.

    Preventive visitBreakdownInstallation

    08:0010:0012:0014:0016:0018:00
    11:36
    4 of 6 vans out 2 jobs waiting on a part Reyes, 13:30 next free in Makati A new call goes to the technician who is free, nearest and has the part.
    on site

    Every visit, on the record.

    1. 09:19 · QR check-in at Car 2camera clip BC-0417 linked to the visit
    2. 09:34 · Checklist 6 of 6monthly preventive visit
    3. 09:36 · Three photosmachine room, car top, landing door
    4. 09:41 · One door roller kit usedMakati stock updated
    5. 09:46 · Signed by the building adminon the technician's phone
    6. 09:47 · Report e-mailed as a PDFbillable line to GERP, if chargeable
    Car 2 · Tower APreventive visit · monthlyIn progress
    WorksheetPartsPhotos
    • Car and landing doors
    • Brake and machine
    • Ropes and sheaves
    • Safety gear test
    • Pit and car top
    • Alarm and intercom
    1 × door roller kitfrom Van 03
    Customer signature
    Report sent to the building admin
    Your cameras stay

    The body-camera programme keeps running. Each visit record keeps the clip ID, so footage and paperwork point at each other.

    One report per visit

    Checklist, photos, parts and the signature become a PDF for the building owner, on the day.

    No signal in the machine room

    Odoo 20 creates and edits records offline, and syncs them when the connection is back. Every unit keeps its visit history.

    phase 2 · maintenance contracts

    Renewals that raise their hand, 90 days out.

    Free maintenance12 months from handover (example)Paid contractrenews every year
    preventive visits, generated
    Handoverunit, contract and 12 visits created
    90 days before the endquotation sent, salesperson reminded
    Signed onlineon the customer portal
    Paid contract startsits invoices go to GERP
    Today
    At handover

    The unit, its site and serial number become an equipment record with its contract and visits. In Odoo 20, each visit shows whether the unit is under contract.

    Before the end

    An automation on the end date sends the renewal quotation and gives the salesperson a dated follow-up. Nobody has to watch the calendar.

    Once it's signed

    The paid contract starts on the day the free period ends, and its invoices go to GERP on schedule.

    phase 2 · the renewal radar

    Every contract ending this year, in one view.

    RenewedQuotation sentDue, not contactedNot due yet

    Ending in the next 90 days112contracts
    Quoted or renewed112every one of them
    Due and not contacted0nothing waiting on a person

    Sample data for twelve months of contract end dates. Point at a month for its numbers.

    parts and stock · to confirm

    Parts confirmed before the van leaves.

    #HD-2431 · Cebulift stopped · needs 2 brake liningschecking stock…
    Makati
      Cebu
        Cagayan de Oro

          Odoo proposes a transfer of 2 from Makati, arriving tomorrow, instead of a 6-week order.

          Door roller kits in Makati stock26 weeks · reorder at 8, order up to 14, three weeks' lead time
          0weeks out of stock0rush orders4planned orders

          To confirm in discovery: branch stock may already live in GERP. Sample stock, lead times and quantities.

          installation projects

          NSCR-scale installs, one plan to handover.

          DeliveryInstallationTesting and commissioningHandover

          Q1Q2Q3Q4Q5Q6Q7Q8
          21elevators46escalators7stations
          0units handed over 0equipment records 0maintenance contracts
          CP01 · Taisei-DMCI JVValenzuela

          Point at a station. Each one is a project stage with its tasks, drawings, test certificates and handover forms.

          Stations, packages and unit counts from Hitachi's 2021 release; the schedule is an illustration.

          phase 3 · what you could show every owner

          The 24/7 promise, with a number on it.

          Response target met96.4%of 612 calls, last 90 days
          Median time to site24 minP1 and P2 calls
          Fixed on the first visit87%no second trip
          Open tickets now143 P1 · 5 P2 · 6 P3
          Median time to site, by branchminutes · target 30
          Calls per weeklast 12 weeks

          MakatiCebuCagayan de Oro

          Sample figures, to show the view. The real ones come from your first months on Odoo.

          the scope

          Ten apps, the service core first.

          Phase 1Service core
          Helpdeskone queue for three branches, SLA clocks, customer portal
          Planningfield service in Odoo 20: jobs, worksheets, live map
          Signcontracts, renewals and handover forms signed online
          Documentsdrawings, test certificates and visit reports
          Projectinstallations stage by stage, NSCR-scale
          Phase 2Contracts and salesto confirm
          Subscriptionsmaintenance contracts, renewals, recurring invoices
          Salesmulti-unit quotations, section by section
          CRMone pipeline for developers, owners and contractors
          Purchaseplanned orders with supplier lead times

          Depends on how much GERP already covers, parts and stock included. We confirm it in discovery.

          Phase 3Dashboards
          DashboardsSLA, visit and renewal views for managers and building owners
          stays where it is
          • GERPthe ledger, invoices and collections
          • Body camerasfootage stays in your programme
          • Group systemsgoverned by Hitachi

          Built on Odoo 20. Odoo licences are billed by Odoo per user. Our work is quoted after discovery.

          how we'd roll it out

          A pilot in Makati, then Cebu and Cagayan de Oro.

          Discoveryworkshops in Makati, Cebu and Cagayan de Oro
          Build and configureHelpdesk, Planning, Sign, Documents, Project on Odoo 20
          Pilot · Makatireal calls, real contracts
          Go live · Cebutrained on site
          Go live · Cagayan de Orotrained on site
          Run and improvesupport, next phases
          Makatipilot, week 10 Cebulive, week 14 Cagayan de Orolive, week 17

          An illustration in weeks. The plan and dates come out of discovery.

          for the discovery workshop

          Five questions that shape the scope.

          1What does GERP hold today: finance only, or contracts, orders, purchasing and stock too?

          It decides phase 2: whether Odoo takes over a manual process or sits beside an existing one, and how much the interface carries.

          2Where do maintenance contracts and equipment records live now?

          That is where the data migration starts: units, sites, contract dates and visit history.

          3Does Hitachi's remote monitoring run in the Philippines?

          If alarms exist here, they can open tickets on their own, before anyone calls.

          4What response times do your contracts promise, by priority?

          They become the SLA policies the clock runs against, per customer and per contract.

          5Where does body-camera footage go, and who reviews it?

          So each visit record can point to its clip, and the review happens in one place.

          after discovery
          • A fixed scope for phase 1, and a decision on phase 2
          • A quotation for our work
          • A pilot plan for Makati, with dates
          • The GERP interface, agreed with group IT
          Hitachi
          next step

          Let's follow one breakdown, end to end.

          A half-day workshop in Makati: we map one breakdown call and one contract renewal on your real process, then show both running in Odoo 20.

          Scan to book a timeDiscovery call with TechNext · 30 min online