Architecture Design Request Architect Manage
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com
Odoo
$ 315.25
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Sales (sale_management) • Website (website) • Discuss (mail) • Inventory (stock) • Project (project) • Purchase (purchase) • Invoicing (account) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 6427 |
| Technical Name |
architecture_design_request_architect |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Sales (sale_management) • Website (website) • Discuss (mail) • Inventory (stock) • Project (project) • Purchase (purchase) • Invoicing (account) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 6427 |
| Technical Name |
architecture_design_request_architect |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
Architecture Design Request Workflow Management
Odoo App for Architecture Design Request Management for Home, Office, and More
This app enables you to manage architecture design requests submitted via the website, allowing the design or project team to review, process, and respond to each request efficiently from the backend.
Main Features:
- Category and Stage Configuration: Allows the Architect Manager to configure and manage architectural request categories and stages.
- Customer Meeting Management: Enables the Architect Manager to schedule and organize meetings with customers.
- Job Cost Sheet Creation: Facilitates the creation of a request specific job cost sheet by the Architect Manager.
- Sales Order Creation from Job Cost Sheet: Allows the Architect Manager to generate a sales order directly linked to a job cost sheet.
- Task Assignment and Management: Empowers the Architect Officer and Manager to create tasks and assign them to architects.
- Design Creation for Tasks: Enables architects to create designs for their assigned tasks.
- Multiple Design Versions per Task: Architects can create multiple design versions for a single task, accommodating design iterations.
- Version wise Design Management: Designs are managed in versions, with the ability to incorporate customer feedback and make revisions for each version.
- Customer Portal Access: Allows customers to view their own requests and access the published designs related to those requests via the customer portal.
- For further details, users can watch the demonstration video and refer to the screenshots below.
Roles by Users:
- Architect Manager
- Architect Officer
- Architect
- Portal User / Customer Login
Role of Architect Manager:
- Meeting Management: The Architect Manager creates and schedules meetings with customers to discuss requests.
- Job Cost Sheet Creation: The Architect Manager is responsible for creating and managing job cost sheets for architecture requests.
- Sales Order Management: The Architect Manager generates sales orders based on the quotation lines associated with architecture requests.
- Project Creation: The Architect Manager creates new projects for each architecture request, ensuring proper tracking and management.
Role of Architect Officer:
- Task Assignment: The Architect Officer assigns specific tasks to architects based on architecture requests.
- Customer Interaction: The Architect Officer works closely with customers, ensuring clear communication and understanding of the project requirements.
Role of Architect:
- Design Creation: Architects create designs based on the tasks assigned to them and collaborate with customers to refine the designs.
- Task Management: Architects are responsible for working on the design tasks assigned to them and ensuring timely delivery of designs.
Role of Portal User / Customer:
- Request Submission: Portal users (customers) can create architecture requests directly from the website.
- Request Tracking: Customers can view and manage their requests via the "My Account" portal on the website.
Note: There are three predefined user groups in the system:
1. Architect
2. Architect Officer
3. Architect Manager
To access the architecture apps in the system, ensure that the relevant user group is assigned to the user by ticking the appropriate role in the user form.
Edition Compatibility:
Enterprise Odoo.sh Community
Login as Joel Willis : Portal User Access
Architecture Design Request Menu
Architectural Design Request Details Form
Thank You for Your Submission
Login as Nicole Ford : Architect Manager
Architectural Request Management Menu (Backend)
Architectural Request Management : Kanban View
Architecture Request Form : Pre Edit View
Architecture Request Form : Post Edit View
- The Architect Manager sets the expected start and closing dates, priority level, assigns the Architect Officer and Architect, and creates a new project for the request.
Create Meeting Button on Architectural Request Form
Meeting Form : Edit Mode View
- Newly Created Meeting in Edit View
Meeting Details View (Post Save)
Create Job Cost Sheet via Smart Button
- Click on the "Job Cost Sheets" Smart Button to create a new Job Cost Sheet. Relevant information, including the request name, project, customer, and other details, will be automatically populated.
Generate Job Cost Sheet Lines
Materials Tab
Labours Tab
Overhead Tab
Generate Sales Quotation Using "Create Sales Quote" Button
- Note : Fill Quotation Lines Before Clicking the "Create Sales Quote" Button
Login as Julie Richards : Architect Officer
Architectural Request Management : Kanban View
Generate Task Using "Create Task" Button
Task Creation Form : Edit Mode
Task Creation Form View
Login as Kim Snyder : Architect
Architectural Request Management : Kanban View
Task Smart Button on Architectural Request Form
- Access Assigned Task via "Tasks" Smart Button on Request
Task Management : Kanban View
Create Design via "Create Design" Button on Task Form
- Create a Task Related Design Using the "Create Design" Button
Architectural Design Details Form View
- Fill Your Design in Three Formats: PDF, Google Sheet, and Text
Design Format: PDF
Design Format: Google Slide
Design Format: Text
Fill Timesheet Entries for Task
Timesheets Section on Architectural Request Form View
Login as Joel Willis : Portal User
Frontend: My Account Menu
My Account: Your Architectural Requests Menu
Architectural Requests : Portal List View
Architectural Requests : Portal Form View
Architecture Designs : Smart Button on Architectural Request Portal Form View
Architecture Designs : Portal List View
- Note : Portal Users Can View Only Published Designs in the List
Architecture Design Details : Form View
Design Format: PDF
Design Format: Google Slide
Design Format: Text
Configuration Setup
Architecture Categories : Menu
Architecture Categories : List View
Architecture Categories : Form View
Stages Configuration Menu
Stages Overview : List View
Stages Overview : Form View
Stage Form View : Information Collection
Stage Form View : Closed
Automatic Email on Stage Change
Customer Satisfaction Survey Mail
Customer Satisfaction Feedback Form
Customer Feedback Acknowledgment Message
Customer Satisfaction Smart Button : Architectural Request
Customer Satisfaction : Kanban Overview
Customer Satisfaction : Form View
My Account : Tasks Menu
Task Overview : Portal List View
Architecture Designs Smart Button : Task Portal Form View
Architecture Designs : Portal List View
Architecture Designs : Portal Form View
Architectural Request : PDF Report
Request Print : PDF Generation Menu
Generated Report : PDF Format
Access Control : User Groups
Architect Manager
Architect Officer
Architect
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
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