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How can I use Helpdesk in my company? | Odoo 17

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Adam Fadah (adfa)

I understand that I can create tickets via the Helpdesk app, but what is the role of it in a company and how can I use it in a practical way to manage my common workflows?

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Adam Fadah (adfa)
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Most of the time the role of the Helpdesk app in a company can be in one of the following major workflow:

  1. Post-Sale Services: these services happen after a sale has been made:
    1. Billing: used to offer refunds, and discounts, and troubleshoot any billing issues.
    2. Product Damages: used to handle any product damages and warranties.
    3. On-Site Help: used to send engineers/technicians to the customer’s location.
    4. Product Defects: used to handle returns, refunds, and managing issues due to manufacturer defects.
    5. FAQ/Help Center/eLearning: used to provide essential information for the customers.
  2. Pre-Sale Activities: these activities are usually used before a sale or a customer has been acquired:
    1. Convert to Lead: convert a received ticket into a lead and possibly a customer, after that.
  3. Internal Company workflows: used to create internal company teams and workflows:
    1. Different Teams: different teams can have:
      1. Specific SLAs.
      2. Unique email aliases.
      3. Limited access rights for certain actions.
      4. Customer Ratings.
  4. Track & Bill Time: used to track the time consumed on a ticket using Timesheets and possibly billing that time to the customer.
  5. Reporting and Analysis: used for creating internal reports to track data like:
    1. SLAs.
    2. Customer Ratings.
    3. Time & Billing.
    4. Ticket Analysis.

​

The following diagram shows the core uses of the Helpdesk app:


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