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Create helpdesk ticket from "Service" product

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servicehelpdeskHelpdesk ticket
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Jitesh Jeram

How can I create a helpdesk ticket from "Service" product like how it automatically does with projects?

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Jitesh Jeram
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or even a field of service task

Jitesh Jeram
Author

Sreejith Sasidharan how do I do that on Odoo online?

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Ray Carnes (ray)
Best Answer

You can create a Service Product that creates a Task in the Field Service Project like this:


Just choose your Invoicing Policy - are you charging before you do the work (prepaid), based on hours (timesheets), or manually (you will adjust the delivered quantity on the order).


At any time you can convert a Field Service Task (or a regular Task) to a Helpdesk Ticket:

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Sreejith Sasidharan
Best Answer

I’ve created a short video demonstrating one possible approach for this scenario in Odoo. Could you please have a look and let me know if this is what you were looking for?

Odoo Helpdesk Automation: Create Tickets from Service Products (Customization)

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer
Hi,

In Odoo, you don't create a helpdesk ticket directly from a "Service" product; instead, you create the helpdesk ticket first using methods like manual entry, email, or a website form. Once the ticket exists, you can link it to a "Service" product, typically by associating it with a sales order that includes that service. This connection allows you to track time spent on the ticket, manage billing for the service (whether prepaid or post-paid), and even trigger other related actions like repairs or field service tasks.

Hope it helps.

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