Construction & Contracting Issue Management System

Project Issue Tracking & Resolution System

Odoo Job Contracting Issue Management System

Project Issue Management for Construction & Contracting

This module enables you to efficiently manage issues related to construction and job contracting. It serves as a comprehensive issue tracking system specifically designed for the construction and contracting industry. Workers on-site can use the system to report any job-related issues they encounter, while customers can also raise support requests related to construction and job contracting projects.

Main Features:

• Your customers or construction team can easily submit issue requests through your website, which will be sent directly to your account or portal page. They can also attach relevant documents when creating issues, providing all necessary details for efficient resolution.
• A unique issue number is generated upon submission and logged in the backend, allowing for seamless tracking and management of each issue.
• The customer or construction team can easily track the status of all issues they’ve submitted through their account portal page.
• Enable your backend team to generate and print PDF reports of submitted issues for easy reference and documentation.
• Users and technicians can communicate seamlessly via the chatter feature and easily fill out timesheets for each project issue.
• Project or issue managers can close tickets and send email notifications to customers requesting feedback and ratings.
• Customers can provide feedback and rate the ticket once it has been resolved.
• Manage your issued tickets by assigning them to the appropriate issue team for efficient resolution.
• Track and manage customers' prepaid hours for issues related to a specific analytic account or project.
• Enable the creation of customer invoices directly from timesheets for accurate billing.
• Allow you to create tasks for issues and log timesheet entries directly from the issue form.
• Enable you to add invoice lines directly on the issue form and generate invoices from it.
• Select the timesheets for which you want to generate a customer invoice, then click on the "Make Invoice" wizard action to create the invoice under the Invoicing menu.
• Configure prepaid hours on the customer's analytic account and display the status of prepaid hours directly on the issue ticket form.
• Allow users to log "Time In" and "Time Out" on their timesheets for accurate tracking.
• The Issue Manager can configure each of these stages to suit the specific needs of the construction and contracting business, allowing for flexibility in handling various types of issues.
• The Issue Manager can configure different issue subject types under the Issue configuration menu.
• The Issue Manager can configure various issue types in the issue configuration menu.
• The Issue Manager can configure different subject types under the issue configuration menu.
• For more details, please refer to the screenshots below and watch the accompanying video.

• Create Issues: Easily create issues directly from the customer portal page on the website.
• Manage & Track Issues: Manage and track issues within the "My Account" section, with the ability to search for and view issue details.
• Create Tasks from Issues: Generate tasks from issues and view related issue details within the task.
• Email Notifications: When an issue is closed, an email is automatically sent to the customer requesting ratings and feedback.
• Customer Feedback: Customers can provide ratings and feedback online after the issue is closed.
• Invoicing Process: Select timesheets for which you want to create customer invoices.Click on the Make Invoice wizard action under the invoicing menu to generate the customer invoice.
• Prepaid Hours Configuration: Configure prepaid hours on the customer’s analytic account and track the status of prepaid hours.
• Print PDF for Issues: Generate a PDF for issue details, making it easy to share or reference.
• View Issues with Smart Buttons: Customers can view project issues using the Smart Button.Tasks are linked to view the associated issues via the Smart Button.
• Generate Customer Invoices: Create customer invoices based on issues and view the related invoices.
• Configuration Options: The Issue Manager has the ability to configure:
• Issue Teams: Assign teams to manage and resolve issues.
• Types of Issue Subjects: Define categories for different issue subjects.
• Issue Types: Classify issues by type (e.g., technical, contractual).
• Issue Stages: Customize issue resolution stages for a streamlined workflow.

Menu Items Available:

• Issues
  • Project Issues
    • Project Issues
  • Analytic Account
    • Analytic Accounts
  • Invoicing
    • Timesheets to Invoice
  • Reports
    • Issue Analysis
  • Configuration
    • Issue Teams
    • Type of Issue Subject
    • Issue Types
    • Issue Stages
• Jobs
  • Project Issues
    • Project Issues
  • Analytic Account
    • Analytic Accounts
  • Invoicing
    • Timesheets to Invoice
  • Reports
    • Issue Analysis
  • Configuration
    • Project Issues
      • Issue Teams
      • Type of Issue Subject
      • Issue Types
      • Issue Stages
• Timesheets
  • Invoicing
    • Timesheet to Invoice

Issue Teams: List View

Types of Issue Subjects Menu

Types of Issues Subjects: List View

Issue Types Menu

Issue Types: List View

Issue Stages Menu

Issue Stages: List View

Submit a Blank Issue Request Form on the Website

Create a Construction and Contracting Issue from the Website

Submission Successful: Construction & Contracting Issue

My Account: Construction & Contracting Issues

My Account : Create an Issue for Construction & Contracting

Backend Form View for Project Issues

Send Message and Attach Files to Issue Form on My Account

Manage Attachments and Messages for Issues

Create Task Button on Issue Form

Task Smart Button on the Issue Form

Issue Smart Button on the Task Form

Timesheet Tab on the Issue Form

Add Invoice Lines Tab on the Issue Form

Create Invoice Button and Set Invoice Journal on the Issue Form

Invoice Smart Button on the Issue Form

Open Created Invoice from Issues

Invoice Reference and Set to Close button on Issues

Closed Stage: Issue Form

Sent Email Notification to Customer and Requesting Ratings and Feedback

Give Customer Rating and Feedback Online

Thank You for Your Feedback

Rating Stored on Issue: Discussion in Chatter

Print Option for Project Issue Report

PDF View of Issue Report

Analytic Accounts Menu in Job Management

Customer Analytic Account: Prepaid Hours Configuration

Analytic Account Smart Button on the Issue Form

Set Price/Rate and Product on the Customer Form [Odoo Standard]

Project Issues Tab and Smart Button on Customer Form[Odoo Standard]

Set Price/Rate & Product Based on Customer for Project[Odoo Standard]

Timesheet to Invoice Menu

Billable Timesheet Lines: Only billable timesheet lines that have not been invoiced yet will be displayed in the list.

Select Lines: Choose the timesheet lines for which you wish to create a customer invoice.

Create Invoice: Click on the Make Invoice wizard action to generate the customer invoice.Click on Make Invoice wizard action to create customer invoice.

Click the Create Invoice button on the Make Invoice wizard

View Created Customer Invoice

Search Issues in My Account

View Opened Searched Issues in My Account

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