Field Service App with Sign Document

by
Odoo

20.69

In-App Purchases
v 17.0 Third Party 2
This module requires Odoo Enterprise Edition.
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Field Service (industry_fsm)
Sign (sign)
Timesheets (timesheet_grid)
Project (project)
Discuss (mail)
Employees (hr)
Lines of code 96
Technical Name field_service_sign_request
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Field Service (industry_fsm)
Sign (sign)
Timesheets (timesheet_grid)
Project (project)
Discuss (mail)
Employees (hr)
Lines of code 96
Technical Name field_service_sign_request
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 16.0

Field Service App with Sign Document

Sign Document in Field Service Management App

Field Service Sign Document Odoo App

Only Compatible with Odoo Enterprise Edition

This app allows project users/managers and customers to sign the document of work progress.

Main Features:

  • Project users/managers can send the document of work progress/completion/any document to the customer by email.
  • Project users/managers can also sign the document by the Sign Now button.
  • Customers can read and sign the document through the mail.
  • The signing of the document process is from the odoo standard Sign module. We have used the odoo standard sign module to apply field service with sign documents.
  • For more details please check the video and check the below screenshots.

Edition Compatibility:


Enterprise Odoo.sh

Sign Documents Button on Form View of Field Service

The Button Opens a Wizard as Shown Below

Select Document to Sign on Wizard

Signature Request Wizard (Odoo Standard) opens after clicking the Send Button from the Previous Wizard (Field Service Sign Document)

Two Options Available on Wizard Sign Now and Send(Odoo Standard)


1.Sign Now : User can immediately sign the document using this button

2.Send : Send button send the document by mail to the selected roles


After Send the Document opens the Document Page

[Note : If User is selected for signing the document then only Sign Document button shows as shown below ]


After Clicking on Sign Document Button Signing Process Start (Odoo Standard)

Document is Signed by User / Manager

Mail Send to the Customer with Sign Document Button which Provides Link of the Document

Button Opens the Document for Signing Process of Customer (Odoo Standard)

Document is Signed By Customer

Smart Button of Documents on the Form View of Task of Field Service

Smart Button Shows Signed Document

[Note : If there is only one document then smart button shows document and if there are more than one document smart button shows Kanban view of Sign Request ]

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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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