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Enhancing CRM Pipelines Through Job Cost Estimate Integration

by
Odoo

$ 125.86

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

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  • Odoo Customization

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  • Odoo Migration

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