Manage all support tickets efficiently in the list view.

Manage all support tickets efficiently in the kanban view structured by stages.

Create and update tickets using a clean, comprehensive form view with all integration tabs.

Prevent invalid workflows with built-in validation alerts when trying to create a Sales Order without any products.

Add products to the ticket's dedicated Products tab and click "Create Sale Order" to instantly generate it.

View automatically generated Sales Order draft with customer details and product order lines pre-populated.

Create customer support tickets directly from any Sales Order and track linked cases via the "Tickets" smart button.

Quickly access and navigate to all associated Sales Orders from the Helpdesk Ticket form view using the "Sales" smart button.

Monitor real-time key metrics on the interactive Helpdesk dashboard.

Prevent invalid workflows with instant validation prompts if trying to create a CRM lead without adding lead details.

Add lead or opportunity details under the ticket's dedicated Lead/Opportunity tab.

Click "Create CRM" in the header to instantly generate a lead/opportunity from the support ticket.

View automatically created CRM lead with pre-filled customer details and support description from the ticket.

Use the dedicated "Leads" smart button on the ticket for quick cross-navigation to CRM.

Create helpdesk tickets directly from any CRM Lead or navigate via the "Tickets" smart button.

Audit all associated CRM leads directly from the integrated CRM tab on the Helpdesk ticket form view.

Map Helpdesk ticket stages cleanly to define custom support workflows.

Define CRM pipeline stages to structure the sales and lead qualification process.

Enable or disable Lead/Opportunity features within the Helpdesk Team settings.

Tweak central CRM settings for lead generation, campaigns, and assignment rules.

Track opportunity progress through Odoo's native CRM Kanban pipeline view.

Manage and update ticket stages visually using the Helpdesk Kanban view.

Analyze team performance and SLA statistics in detail using dynamic Helpdesk reporting views.

Evaluate deal pipelines and lead conversion efficiency with Odoo CRM opportunity reports.

Prevent invalid workflows with built-in validation checks if trying to generate a Purchase Order without adding details to the ticket.

Add relevant vendor details and product requirements under the ticket's dedicated Purchase tab.

Click "Create Purchase Order" in the action header to instantly initiate a procurement draft.

View automatically created Purchase Order draft with vendor details and product lines pre-populated.

Navigate to all linked Purchase Orders directly using the dedicated "Purchase" smart button on the ticket form.

Create helpdesk tickets directly from any Purchase Order and track linked tickets with the "Tickets" smart button.

Audit all associated Purchase Orders directly from the integrated Purchase tab on the Helpdesk ticket form view.

Enable or disable Purchase Order integration features within the Helpdesk Team configuration settings.

Tweak central Purchase app settings for approvals, order lines, and logistics workflows.

Prevent invalid workflows with built-in validation checks if trying to generate a Task without adding details to the ticket.

Add task details and assign teams under the ticket's dedicated Tasks tab.

Click "Create Task" in the action header to instantly generate a project task from the support ticket.

View automatically created Project Task with pre-filled customer details and support description from the ticket.

Navigate between the ticket and its linked project task using the "Tasks" smart button.

View automatically synced attachments under the Helpdesk Ticket form view.

View automatically synced attachments under the Project Task form view.

Enable or disable Project Task and Attachment Sync features in the Helpdesk Team configuration.

Tweak central Project app settings to manage stages, resources, and task milestones.

Quickly filter tickets by "With Tasks" to find tickets with linked project tasks.

Filter Project Tasks by "With Helpdesk Tickets" to track customer-linked developmental tasks.

Enforce structured time tracking with built-in validation checks if trying to log timesheets without associating a project.

Easily associate a customer Project directly on the Helpdesk ticket form view.

Log worked hours, employee details, and work descriptions under the dedicated Timesheets tab.

Monitor total logged hours Spent and navigate to entries via the "Timesheets" smart button.

Track ticket-linked timesheet lines directly inside Odoo's native Timesheets application.

Toggle Timesheet tracking capabilities within the Helpdesk Team settings.

Manage global timesheet configurations, grid settings, and recording units.

Analyze logged support hours and employee workload in Ticket Analysis reporting pivot views.

Conduct comprehensive labor auditing using dedicated Timesheet pivot and graphical reports.

Prevent invalid workflows with built-in validation checks if trying to generate an Invoice without adding details to the ticket.

Add relevant invoicing details and product lines under the ticket's dedicated Invoices tab.

Click "Create Invoice" in the action header to instantly generate a customer invoice draft.

View automatically created Customer Invoice draft with pre-filled customer details, accounts, and product lines from the ticket.

Navigate to all linked Invoices directly using the dedicated "Invoices" smart button on the ticket form.

Create helpdesk tickets directly from any Customer Invoice and track linked tickets with the "Tickets" smart button.

Audit all associated Invoices directly from the integrated Invoices tab on the Helpdesk ticket form view.

Enable or disable Customer Invoice integration features within the Helpdesk Team configuration settings.

Tweak central Invoicing/Accounting app settings for payments, taxes, and fiscal configurations.