Skip to Content

Enhancing CRM Pipelines Through Job Cost Estimate Integration

by
Odoo

$ 126.00

v 18.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Project (project)
• Sales (sale_management)
• Invoicing (account)
• Employees (hr)
Community Apps Dependencies
Lines of code 1977
Technical Name job_cost_estimate_customer_crm
LicenseSee License tab
Websitehttp://www.probuse.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Project (project)
• Sales (sale_management)
• Invoicing (account)
• Employees (hr)
Community Apps Dependencies
Lines of code 1977
Technical Name job_cost_estimate_customer_crm
LicenseSee License tab
Websitehttp://www.probuse.com

CRM Pipeline/Opportunity to Job Cost Estimate Creation

Create Job Cost Estimate From CRM Pipeline Odoo App

Odoo App to Create Job Cost Estimates from CRM Leads

Job Costing from CRM Pipeline Materials, Labour , Overhead

This module enables the creation of job cost estimates directly from CRM leads or pipeline stages, streamlining the estimation process within the sales workflow. Sales users can add Material, Labour, and Overhead line items directly within the CRM Pipeline (Opportunity) form, generate job cost estimates using the "Create Job Cost Estimate" button on the CRM form, and access all related estimates via the "Estimates" Smart Button on the opportunity form.

Key Features:
  • Enable your sales team to add Material, Labour, and Overhead line items directly within the CRM Pipeline (Opportunity) form.
  • Allow sales users to generate Job Cost Estimates using the "Create Job Cost Estimate" button available on the CRM form.
  • Sales teams can easily access and review all related Job Cost Estimates through the "Estimates" Smart Button on the CRM opportunity form.
  • For a better understanding, please refer to the video demonstration and the screenshots provided below.

Edition Compatibility:


Enterprise Odoo.sh Community

CRM Pipeline / Opportunity Kanban View [Odoo Standard]

CRM Pipeline / Opportunity Form View [Odoo Standard] With Material Estimation Tab

CRM Pipeline / Opportunity Form View [Odoo Standard] With Labour Estimation Tab

CRM Pipeline / Opportunity Form View [Odoo Standard] With Overhead Estimation Tab

CRM Pipeline / Opportunity Form View [Odoo Standard] With "Create Job Cost Estimate" Button

CRM Pipeline / Opportunity with Create Job Cost Estimate Wizard

On clicking the "Create New" button in the wizard, a new Job Cost Estimate is generated and displayed in the List View

Job Cost Estimate Form View with Set Reference of CRM Pipeline / Opportunity Field and Display Material Estimation

Job Cost Estimate Form View With Labour Estimation Tab

Job Cost Estimate Form View With Overhead Estimation Tab

CRM Pipeline / Opportunity with Material Estimation Lines Set Created Job Cost Estimate Reference on Sales Estimate Field

CRM Pipeline / Opportunity with Labour Estimation Lines Set Created Job Cost Estimate Reference on Sales Estimate Field

CRM Pipeline / Opportunity with Overhead Estimation Lines Set Created Job Cost Estimate Reference on Sales Estimate Field

CRM Pipeline / Opportunity Form View With Material Estimation New Lines Added

CRM Pipeline / Opportunity Form View With Labour Estimation New Lines Added

CRM Pipeline / Opportunity Form View With Overhead Estimation New Lines Added

Created New Job Cost Estimate with Set Reference of CRM Pipeline / Opportunity and Material EStimation Tab

Created New Job Cost Estimate With Labour EStimation Tab

Created New Job Cost Estimate With Overhead EStimation Tab

CRM Pipeline / Opportunity with Material Estimation Lines Set Created Job Cost Estimate Reference on Sales Estimate Field

CRM Pipeline / Opportunity with Labour Estimation Lines Set Created Job Cost Estimate Reference on Sales Estimate Field

CRM Pipeline / Opportunity with Overhead Estimation Lines Set Created Job Cost Estimate Reference on Sales Estimate Field

CRM Pipeline / Opportunity Form View with Estimate Smart Button

Opened Job Cost Estimate List View From CRM Pipeline / Opportunity Via Smart Button

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
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.