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  1. APPS
  2. Sales
  3. Servisa Dashboard v 18.0
  4. Sales Conditions FAQ

Servisa Dashboard

by Serpent Consulting Services Pvt. Ltd. https://www.serpentcs.com
Odoo

$ 524.16

v 18.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
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)
Community Apps Dependencies Show
Servisa - Visa Management for Agents
Lines of code 7855
Technical Name servisa_dashboard
LicenseAGPL-3
Websitehttps://www.serpentcs.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
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)
Community Apps Dependencies Show
Servisa - Visa Management for Agents
Lines of code 7855
Technical Name servisa_dashboard
LicenseAGPL-3
Websitehttps://www.serpentcs.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0
SerpentCS Logo
SerpentCS Logo

Servisa Dashboard

Simplify and monitor your visa application process with our top-rated Visa Management Dashboard Software featuring real-time synchronized KPIs. Track visa applications, automate visa processing, ensure immigration compliance, and receive instant notifications. Enhance your immigration management today!

Highlighted-features


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Servisa Dashboard

The Servisa Dashboard offers a centralized view of key metrics for managing immigration and coaching applications. It features user-friendly navigation, dynamic widgets, and real-time updates to streamline workflows and enhance productivity for agents.

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Country-Wise Application Management

This feature organizes immigration and coaching applications by country, offering easy filtering and tracking. It streamlines workflows, enhances organization, and simplifies decision-making for country-specific applications.

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Comprehensive Printable 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.

  • Odoo Customization Features
  • Odoo Customization Screenshots
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.

Inquiry:

  • New Lead for Coaching/Immigration:User can create Leads for coaching or visa application.
  • Click on New Applicationbutton. It will redirect to the form view of lead which type is Application.
  • The user has role of Application Manager or Lead Manager can create lead.
  • Each tile contains total count of the application based on immigration purpose. And User can click on the tile and redirect to tree or form view if record of the stage will exist.
  • Coaching Application: The user who has role of Application Manager can see these tiles. There are three tiles for Coaching Application. These tiles are devided based on stages of the application.
  • Each tile contains total count of the application based on stage. And User can click on the tile and redirect to tree or form view if record of the stage will exist.
  • Visa Application: The user who has role of Application Manager can see these tiles. There are four tiles for Visa Application. These tiles are devided based on immigration purpose.
  • Click on New Coaching button. It will redirect to the form view of lead which type is coaching.
  • Coaching/Application: Two tiles Coaching and Application contain count of the lead based on its type.
  • While click on the tile it will redirect to tree or form view based on count. If count will one it will redirect to form view else to tree view.
  • Application for University:Those applications which has immigration purpose to study. The applicant of those application will apply for University.
  • There are three tiles which divided based on theres stages.
  • Application for Visa:Those applications which has immigration purpose to study. The applicant of those application will apply for Visa.
  • There are three tiles which divided based on the stages of Visa.

Charts:

  • Line Charts:This chart contains total number of application created monthly basis.
  • Pie Chart:This chart contains total number of the application in percentage is created in current year.

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Help And Support

Ask for Query For any Query
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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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