Repair Service - Ticket Intake Form

by
Odoo

76.87

v 11.0 v 12.0 Third Party
Included Dependencies
Technical Name sync_helpdesk_intake
LicenseOPL-1
Websitehttp://www.synconics.com
Also available in version v 11.0 v 12.0
You bought this module and need support? Click here!
Included Dependencies
Technical Name sync_helpdesk_intake
LicenseOPL-1
Websitehttp://www.synconics.com
Also available in version v 11.0 v 12.0

Repair Service - Ticket Intake Form

The purpose of this form is to collect information from the client. In the initial meeting with the client, ticket manager gathers all the information to address the client's immediate needs and to encourage his/her engagement and retention in services.

User can sign ticket intake form through any touch screen devices like smart phone, tablet etc. The ticket intake form is designed with a step-by-step confirmation process for easy traceability.

This module is compatible with

  • Community
  • Enterprise
  • Odoo.sh

Key Features

    It will works in the workflow of the newly generated and existing tickets as well.
    Able to get the online ticket confirmation from the customer in the form of signed document.
    Allows to download signed document in the PDF format.

Intake Configuration

To configure Intake, go to Helpdesk/Configuration/Tickets/Types.

If the intake ticket type is ticked (configured) then it will be mandatory to fill the intake form. If it is not ticked then intake process can be skipped.

Intake in Ticket

Go to Helpdesk/All Tickets/Tickets.

Send intake confirmation mail to customer after filling details in ticket.

Online confirmation link will be send to customer once the "Send intake by email" button is clicked.


Customer can verify all details on receiving confirmation link.


After confirming the details, customer can Accept or Reject intake conformation.

Intake Confirmation Process

On accepting intake confirmation, customer can add their signatures.


Once customer signs and presses "Accept & Sign" button, the ticket is automatically confirmed.


Customer confirmation signature will appear on intake form.


Option to print & save intake form.

Intake Backend Approved Ticket View

On customer approval, signature is auto attached in ticket & "Is work approved to proceed?" block is automatically ticked.

Intake Rejection Process

Customer can reject the intake form through "Reject" button after reviewing the details and specify the reason for rejection.

Intake Backend Rejection Ticket View

Once the intake ticket is rejected then it automatically move to cancel stage with rejection reason.

Free Support

1) One month free bug support period will be offered pertaining to any one server used, testing or live.
2) If an error appears in our app due to other custom modules installed in your system, we will charge for our efforts to resolve those errors.
3) Please refer the document for configuration. If you need our support for configuration, please request our paid support.
4) Please note that you are not allowed to distribute or resell this module after purchase.
5) This module is tested and working on Odoo vanilla with Ubuntu OS.
Checkout Other Apps Developed By Synconics Technologies Click Here

Our Contact Details

E-mail : contact@synconics.com | Skype : synconics.technologies | Mobile : +91-942-686-4274
For product demo, please generate a ticket and mention your preferred time and date. Please make sure the demo timing you mentioned are as per Indian Standard Time (IST), between 10:30 AM to 7:00 PM (IST), Monday to Friday.
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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