Gradiant Infotech

BACKGROUND

Please describe your company and position.

I am the Managing Partner of Torple Enviro

Describe what your company does in a single sentence.

"At Torple, we're driven to make sustainable design simple & impactful.We specialise in energy efficiency assessments, Section J compliance, NatHERS ratings, BESS, VURB, SDA, performance solutions for architects, developers& building designers. We've 15+ years of expertise with cost-effective outcomes ensuring compliance without unnecessary complications.With 7800+ completed projects we' re proud members of ISO 9001:2015 accredited & supported by 300+ trusted professionals. Recent accolades include 2025 Energy Efficiency Excellence Award(8.1-star NatHERS for Daytona Rise) & Collaboration Award(8.0-star NatHERS for Wynyard).We deliver quotes within 24 hours, provide consistent on-time delivery with express service options for urgent projects."

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Gradiant Infotech to accomplish?

• Odoo ERP Development

SOLUTION

How did you find Gradiant Infotech?

Referral

Why did you select Gradiant Infotech over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Gradiant Infotech were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

1. Platform setup and hosting:
   • Odoo instance deployed at odoo.torple.au, with staff logins on @torple.au addresses
   • Role-based access for Assessors, Admin and Project Managers
   • Branded quote and invoice templates for Torple Enviro
2. CRM and client management:
   • Client and company records, with the company-first contact creation flow
   • Rate Agreements and Special Pricing for fixed-price clients
   • CRM Pipeline and opportunities, including a mandatory Architect/Building Designer section
3. Custom quoting:
   • Custom Quote Builder for building fee proposals by service
   • Time Based Quote Builder
   • Create Special Quotation window
   • Quotes sent to clients via portal link and PDF
4. Projects and task workflow:
   • Create Direct Project for Rate Agreement clients (skipping the quote stage)
   • Projects dashboard and Kanban task view
   • Task assignment to assessors, with Approve, Start Timer and Reject (assessors only)
   • Custom task stages and status options
   • Inbox notifications and task chatter for communication
5. Document management:
   • OneDrive integration with a set folder structure, with files uploaded through Odoo
6. Internal communication:
   • Odoo Discuss set up as the team’s internal chat, replacing Teams
   • Dedicated Sale-Torple and Invoice-Torple channels
7. Invoicing and payments:
   • Invoice creation with invoice type selection, draft review and confirmation
   • Invoices sent via portal link and PDF
   • Stripe online payments on invoices
   • Shared INV- numbering continued from Xero
8. Xero integration:
   • Odoo to Xero sync of invoices and payment status for Axis Lifetech Pty Ltd
   • Bank and Outstanding Receipts account mapping
   • Xero to Odoo payment import was requested but, as of mid-October, the sync was still one-way
9. Ongoing support:
   • Fixes and changes handled by Darpan and Rajesh, including the Xero sync and invoice numbering issues

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The biggest outcome is that Torple now runs its entire job lifecycle in one system. Enquiries, quotes, projects, task assignment, invoicing and payments all happen in Odoo, where before they were spread across emails, spreadsheets, Teams and Xero.

Quoting is much faster. The custom Quote Builder and Rate Agreement pricing mean our team can prepare and send a fee proposal through the client portal in minutes rather than building each one manually.

Invoicing has been fully moved to Odoo with automatic sync to Xero, and clients can now pay online by card through Stripe. This has removed double entry between systems, kept a single invoice numbering sequence, and given our bookkeeper a cleaner handover.

Project visibility has improved across our Australian and India-based teams. Assessors receive tasks with notifications, track time against each job, and move work through clear stages, so managers can see the status of every project at a glance. Files are stored in a consistent OneDrive structure linked to each project. 

We also replaced Teams with Odoo Discuss for internal communication, with dedicated sales and invoicing channels, so conversations now sit alongside the work they relate to. 

Overall, the system has given us a scalable foundation to handle a growing volume of projects without adding administrative overhead.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Gradiant Infotech managed the project in a very structured and collaborative way. We shared a detailed scope of work, and Darpan and Rajesh took the time to understand how our ESD consultancy operates before building anything. They worked through each module in stages, from CRM and quoting through to projects, invoicing and the Xero integration, and walked us through each part as it was delivered so we could test it against our real workflow.

Deliverables were completed on time, and where we requested changes along the way, such as adjustments to the Quote Builder, task stages or invoice numbering, they accommodated them without disrupting the overall timeline.

What stood out most was how responsive they were to our needs. Communication was clear and regular, and whenever we raised an issue or a new requirement, they responded quickly and with genuine urgency. When we ran into technical challenges with the Xero sync after going live, they were on it straight away and worked with us until it was resolved. Their support has been spontaneous and dependable throughout, which has given us real confidence in both the system and the partnership.

What was your primary form of communication with Gradiant Infotech?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most was how well Gradiant Infotech adapted Odoo to the way our business actually works, rather than asking us to fit into a standard template. ESD consulting has very specific workflows, with fixed-price rate agreements, time-based quoting, staged reports and assessors working across Australia and India. Darpan and Rajesh understood these quickly and built custom tools like the Quote Builder and Direct Project creation that feel purpose-made for us.

Their technical depth also stood out. They handled complex pieces such as the two-way relationship between Odoo and Xero, Stripe payments and OneDrive integration with confidence, and could explain the reasoning behind their decisions in plain terms.

Finally, their responsiveness is genuinely unique. Many developers step back once a system goes live, but Gradiant has remained just as engaged after launch. Whenever we need a fix or a change, they respond spontaneously and see it through, which makes them feel like an extension of our own team rather than an outside vendor.

Are there any areas for improvement or something Gradiant Infotech could have done differently?

Honestly, there is very little we would change. If anything, the one area we would suggest is more thorough testing of third-party integrations before go-live. When we first switched our invoicing over, a few items with the Xero sync, such as account mapping and invoice numbering, needed to be sorted out once the system was already in use. Having a separate test environment for those checks would have made the transition even smoother.

That said, Darpan and Rajesh resolved every issue quickly once it came up, so it never had a lasting impact on our business. It is a minor point in what has been a very positive experience overall.