Odoo Help

Welcome!

This community is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.

0

Best option for service based companies?

By
Jerry P
on 3/24/15, 11:29 PM 564 views

For companies that provide service (IT/Telecom/Copiers/Repair,etc), what is the best way to open a "Service/Work" Order and follow it through to invoicing? I.E. Client calls "My computer is broken, send someone out", an order is created with an unknown amount of time, work, and billing. Then the information is completed and an invoice is sent.

I have tested with Sales>Helpdesk and Projects>Issues, but both of these methods seem to require creating the initial document (Helpdesk Request or Issue), then creating a task, then creating a project and a contract before it can be invoiced.

Also, I do not see on the task, where to set it as "Invoiceable", unless I back into it from Project>Invoice Tasks.

I think this must be a common question as I even saw an app called "Service Desk", but I tried installing it and it did not seem to work. The built in options of "Helpdesk Request" or "Project Issue" seem like what I am looking for, but I wish that I could go straight from a "Request" or "Issue" to an invoice, without requiring a project and a contract to apply it to.


hi jeery, if it's possible mail me your requirement at prakash.kumar163@webkul.com

Prakash Sharma
on 8/30/16, 8:28 AM
0
Jerry P
On 3/26/15, 1:21 PM

Has anyone found a good solution to use for "Service Orders"/"Tickets"/"Work Orders", that can go straight to an invoice?

Your Answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

About This Community

This community is for professionals and enthusiasts of our products and services. Read Guidelines

Question tools

3 follower(s)

Stats

Asked: 3/24/15, 11:29 PM
Seen: 564 times
Last updated: 3/30/15, 3:05 PM