Appointment Management

by
Odoo          
v 11.0 v 12.0 Third Party

70.00 €

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Technical name sh_appointments
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 12.0
Required Apps Invoicing (account)
Invoicing Management (account_invoicing)
Technical name sh_appointments
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 12.0
Required Apps Invoicing (account)
Invoicing Management (account_invoicing)
Appointment Management

Currently, odoo does not provide any kind of module that can manage appointments. If you have lots of appointments and you cannot manage it, So don't worry we have a solution, we develop an application which can help to manage your all appointments with its time and location, you can manage appointment with its state like waiting, confirmed, done, etc. This module can help to make an invoice for an appointment.

For example if you have service base company like your company provide any kind of repairmen (plumbing, mechanic, labor worker,) and any kind of helper, The customer call to your appointee/admin for service as per his requirement, your appointee will appoint the customer with all details like customer address, contact No, customer residence location(if possible), which type of service required and customer note/comment (If customer is regular then you can add that notes or requirement direct in customer note at create customer or even after, when you create appointment for that customer note will be added automatically) on service etc, your The appointee will give the customer the date and timeslot.

This module helps to manage an appointment in the following services.

Salon at Home :Using this module you can manage your salon appointment. Suppose any customer call for appointment, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note on your service, your appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you will give invoice to customer.

Mechanic : If you provide a mechanic at the instant as soon as possible in an emergency(anywhere in the country or state). Using this module you can manage your Instant Mechanical service appointment. Suppose any customer call for Instant Mechanical help, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note on your service, your appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you can give invoice to customer.

Electritian : Suppose your company provides electrical item repair(Fan, lights, switches, etc.) service, it will quite difficult to manage appointments. So you can manage your all appointments with its exact location using this module like, Suppose any customer call for electrician, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note on your service, your appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you can give invoice to customer.

Plumbing : If you provide a plumbing service at home. Using this module you can manage your plumbing service appointment. Suppose any customer call for plumbing service(leakage of faucet, drainage, shower) help, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note on your service, your appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you can give invoice to customer.

Carpentry : If your company provides a Carpentry service at home. Using this module you can manager your carpentry service appointment. Suppose any customer call for furniture repair service(new furniture, repairing of drawer, door, windows etc) help, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note(need to repairman for fix window, door, drawer, cupboard) on your service, your appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you can give invoice to customer.

Computer Repair : If your company provides the Computer service at home. Using this module you can manage your appointment for computer service at home. Suppose any customer call for repairing a computer(formating, hardware, software problem etc), and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note/comment(need to repair hardware, software problem) on your service, your appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you can give invoice to customer.

Packers Movers : If your company provides a Courier service or packer movers. Using this module you can manage your customer requirement of the move of packers. Suppose any customer call for move some packets or some stuffs, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note/comment(What is the place to post), your appointee will give a time slot to customer like (11:00 AM to 1:00 PM) for delivered your packets or stuff at that place, After service/delivery is done you can give invoice to customer.

Renovation/Refurbishment : If your company work for renovation/refurbishment of home/tower/palaces/building/office. Using this module you can easily manage all service requirements from the customer like renovation, refurbishment, retrofitting. Suppose any customer call for renovation/refurbishment, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note/comment(What do they have to renovate/refurbishment/renovate), your appointee will give a time slot to customer like (2 or 3 days) for renovating, After service/delivery is done you can give invoice to customer.

Home Appliances : If your company provides home appliances item repair(Fan, lights, switches, etc.) services at home and difficult to manage all appointments or details of a customer for services? So you can manage all this thing using this module. Suppose any customer call for repairing any kind of home appliances (air conditioner, fridge, tv, induction, heater, washing machine etc) and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note(What to repair like fridge, air conditioner,heater, tv, washing machine) on your service, your appointee will give a time slot to customer like (11:00 AM to 2:00 PM), After service is done you can give invoice to customer.

Home Services : If your company provides pest control/home cleaning and difficult to manage all appointments or details of a customer for services? So you can manage all this thing using this module. Suppose any customer call for pest control/home cleaning/personal homecare etc, your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note(which type of home services required like babysitting, home cleaning, pest control, gardener, driver, food preparer, etc), your appointee will give a time slot to customer like (11:00 AM to 2:00 PM), After service is done you can give invoice to customer.

Event Management/Planning : If your company provides service for an event management/planning and difficult to manage all appointments or details of a customer for services? So you can manage all this thing using this module. Suppose any customer call for Event management,wedding planning,birthday party organization,fresher party, etc, your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note(which place to keep for part, wedding, meeting, event, etc), your appointee will give a time slot to customer like (11:00 AM to 2:00 PM), After service is done you can give invoice to customer.

Doctor : If your hospital provides service like a doctor at home and difficult to manage all appointments or details of a customer for services? So you can manage all this thing using this module. Suppose any customer call for doctor help(like physiotherapist, orthopedic, psychiatrist etc) your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note(which doctor you need, symptoms of diseases), your appointee will give a time slot to customer like (11:00 AM to 2:00 PM), After service is done you can give invoice to customer.

Features


Configuration : Enable the "Appointment Creation" group in the user setting.

You can add an appointment with its exact meeting/visiting location.

You can also see the appointment in the calendar view.

You can add a contact with references.

You can trace the user/technician with his live location.

In appointment client note auto-fill from customer's 'client note'(If a customer has client note).

Suppose any regular customer has the same requirement all time than you can add that note in customer's 'client note' at customer create time or even after.

Easy to add product or charges in an appointment when you create it, it will auto-fill in invoice line when you can create an invoice.

This module allows you to schedule an appointment and manage your customers and clients in Odoo.

Users can provide a Date and Timeslot to the customer after booking an appointment.

Easy to create Timeslots and assign to the Appointees.

You can filter an appointment by its state like waiting, confirmed, done, etc.

Appointment Status is maintained on each action taken.

Easy to install and use it with no other configuration required.

Version


v11.0.1 (4th October 2019)
  • Initial Release

How its work!


Tick Appointment Creation Group in order to create an appointment.


Reference, Fax and Client Note fields in Contacts Form.


Define Appointment Slot here. (If your time slot in between 8 am to 9:30 am so you can add from:800, To:930. If your time slot in between 1 pm to 2:30 pm so you can add From:1300, To:1430).


Appointee tree view and data filter by internal and inactive users.


Create Appointee and latitude and longitude field for live location for mobile apps.


Appointee Map view and all appointee current location display and when you click on marker particular appointee details will pop up. you can set user/technician current location on the map using our android application. To get more information about the mobile app please contact here Please note that the mobile application not included. you need to purchase from us separately.


Define contact references here.


Appointment Calendar View.


When you click on a particular date and time in the calendar view, an appointment will be made for that date and time (Open popup window of appointment form view).


Open popup window of the appointment form view.


Appointment Kanban View with the status of appointment.


Appointment tree view and Filters.


Appointment group by the customer, status, slot, request date, etc.


Appointment form view, appointment state, and action button.


In Appointment, you can add a product or charger in the "charges" tab.


After confirming the Appointment you can easily create an invoice.


In the invoice, you can see Appointee name and appointment reference No, invoice line auto-fill from appointment charges line.


Invoice smart button in Appointment form View.


In Contacts, Log note in chatter creates when appointment created, also you can easily open invoice/appointment from chatter.


You can also search for the new location when the appointment creates.


'Appointment' Smart Button in Contacts form view.


'Appointment Map View', When you click on a specific location pin it will show popup of details for that specific appointment.


Set up your google map API Key here.


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Help & Support

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