How to let customers book onsite appointments via the website and automatically assign them to technicians?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- सीआरएम
- e-Commerce
- लेखांकन
- इन्वेंटरी
- PoS
- प्रोजेक्ट
- MRP
This question has been flagged
2
Replies
3070
Views
This setup allows customers to book onsite appointments online while Odoo automatically assigns one of your technicians. This allows for more automation in the company and thus less burden to plan the intervention tasks.
Video: https://drive.google.com/file/d/1O1vIrDKFU9fTrUzhHh802bEtXLNhmWiR/view?usp=sharing
Configuration (screenshot) :
- configure an appointment type
- based on users
- select the users (technicians)
- choose the assignment method
- prepayment → configure this product to be a service creating a field service task
Note that ecommerce should be installed as well.
Hope this helped !
can apply without cost because it not create filed service task if i make cost 0
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up| Related Posts | Replies | Views | Activity | |
|---|---|---|---|---|
|
0
नव॰ 24
|
2284 | ||
|
1
अक्तू॰ 25
|
746 | ||
|
2
जुल॰ 25
|
2794 | ||
|
1
जून 25
|
2202 | ||
|
1
मई 25
|
11869 |
