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Servisa - Visa Management for Agents

by
Odoo

444.18

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Attendances (hr_attendance)
Email Marketing (mass_mailing)
Sales (sale_management)
Employees (hr)
Discuss (mail)
Contacts (contacts)
CRM (crm)
Calendar (calendar)
Invoicing (account)
Lines of code 6823
Technical Name servisa
LicenseAGPL-3
Websitehttps://www.serpentcs.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Attendances (hr_attendance)
Email Marketing (mass_mailing)
Sales (sale_management)
Employees (hr)
Discuss (mail)
Contacts (contacts)
CRM (crm)
Calendar (calendar)
Invoicing (account)
Lines of code 6823
Technical Name servisa
LicenseAGPL-3
Websitehttps://www.serpentcs.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0
SerpentCS Logo

Servisa Visa Management for Visa Consultants

Servisa Visa Management for Visa Consultants simplifies the process of handling immigration and coaching applications. Designed for efficiency, it enables consultants to manage visa types, track applications, and organize client records seamlessly, ensuring a smooth and reliable workflow.

Highlighted-features


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Configurable Visa Types

Easily create and manage various visa types such as Student Visa, PR, Visitor Visa, and Spouse Visa to meet diverse client needs.

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Dependent Visa

Easily manage dependent visas with features like document tracking, application updates, and secure storage. Stay organized, and simplify the visa process for families

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Printable Applicant Reports

The system automatically generates printable reports for general affidavits and immigration application receipts based on the data entered, ensuring quick access and accurate record-keeping.

Application Stages & Country wise Tracking

The Servisa module enables consultants to track visa applications at every stage of the process, from initiation to approval.

Each application is categorized into clearly defined stages, providing a transparent and organized workflow.

This feature ensures that consultants can monitor progress, address delays, and keep clients informed, offering a structured approach to managing applications efficiently.

Document Management

The Servisa module simplifies document handling by allowing consultants to upload, organize, and manage all required documents for visa applications.

This feature ensures that important files are securely stored and easily accessible, reducing the risk of errors and ensuring compliance with visa requirements.

Visa Consultants can efficiently track and retrieve documents, streamlining the application process.

Converted / Lost Applications

The Servisa module offers a feature to track and manage converted or lost applications. It allows consultants to easily identify applications that have been successfully converted into the desired visa type or those that may have been lost during processing.

This feature ensures that consultants can take necessary actions to resolve issues, track the status, and keep clients updated, minimizing delays and enhancing overall efficiency.

Add Roles:

  • Servisa Lead Manager - User can create Leads for coaching or visa application.
  • Servisa Application Manager - User can convert Leads into Application. And further Process of visa.
  • Show Menus - User who has the role can see all menu. By default it's false so other user can't see those menus.

Added field:

  • Lead Type --> Coaching --> Application
  • According to type selection Application will generate when click on Generate Application button. It will redirect to the application.

Coaching:

  • In coaching application form, need to add details of applicant.
  • There are three stages of the coaching application.
  • Apply for Coaching:When convert lead in to coaching application it will come in Apply for coaching stage.
  • Register Student:After confirmation it will move in 'Register Student' stage.
  • Application:Issf Applicant want to process for visa It will move in 'Application stage' and Immigration Application will create.
  • Create Payment:User can create Payment Receipt for the applicant.
  • Create Invoice:User can create Invoice of application fees for the applicant.
  • Once Coaching Application convert into the Immigration Application, Application button will visible in top.
  • Go to Application button will redirect to the Immigration Application.

Immigration Application:

  • In Immigration Application form, need to add details of applicant.
  • The stages of the application set according to selection of Immigration Purpose.
  • Create Payment:User can create Payment Receipt for the applicant.
  • Create Invoice:User can create Invoice of application fees for the applicant.

Exams Details:

  • In Immigration Application form, need to add details of Exams.
  • There are many exams and their results calculation available like IELTS,TOEFL,GRE,PTE,SAT,ACT and Other.

Application for University:

  • Only those applications will create University record which has student visa application.
  • The applicant can select university of his/her choice. According to status of those university buttons will visible in header Visa, Reject University and Back to Application
  • Visa button will create record for visa application. User have to upload offer letter for further process.
  • If the application of university of the applicant will reject, using Reject University button university can move into reject stage.
  • Using Back to Application delete record of the University Application and redirect to the Immigration Application.

Application for Visa:

  • Application for Visa will create when the applicant will get offer letter from university.
  • There are four buttons in header: Done Reject Visa Condition Visa Back to University
  • Done button will move visa application in done stage if visa will get.
  • Reject Visa button will move in reject stage if visa will reject.
  • Condition Visa button will move in condition stage. if visa will on hold for some condition.

Coaching Report:

  • This report will print from Coaching Application. It print all details of the applicant. The report is in pdf format.

General Affidavit Report:

  • This report will print from Immigration Application. It contains details of affidavit. The report is in pdf format.

Application Detail:

  • This report will print from Immigration Application. It contains details of the applicant. The report is in pdf format.

Suggested Products

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ODOO - Office365 Employees Integration

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Help And Support


Write a mail to us:

Appscontact@serpentcs.com

Write a text to us on WhatsApp:

Apps (+91) 98793-54457 (+91) 90334-72982

Visit Our Website:

Apps www.serpentcs.com

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