Website Job Order Management | Portal for Job & Work Orders | Online Job Order Submission, Tracking & Print Portal

Job Order & Work Order Portal for Customers, Vendors & Contractors | Enterprise Job Order Management | Website Portal Solution

This module enables customers and portal users to create Job/Work Orders directly from the website through a user-friendly submission form. Once the form is submitted, the Job/Work Order is automatically created and stored in the Odoo backend, allowing your team to manage it efficiently. Customers can access all their submitted Job/Work Orders from the Job / Work Orders menu in the website portal, where they can view a complete list of their requests. From the portal, users can open a detailed view of each Job/Work Order or generate and print a PDF report using the Print Job Order option, providing a seamless self-service experience and improving customer engagement.

A unified self-service portal that enables customers, vendors, subcontractors, agents, supervisors, and project managers to create, track, approve, print, and manage job and work orders online.

Overall Purpose

The purpose of the Website Job/Work Order Management module is to provide organizations with a centralized and user-friendly platform that enables customers and portal users to create, manage, and access Job/Work Orders directly from the website. The module automates the complete Job/Work Order request process by allowing customers to submit requests online, automatically creating corresponding records in the Odoo backend, and providing secure portal access to view, track, and print Job/Work Orders. It improves customer engagement through self-service capabilities, reduces manual data entry and administrative effort, enhances communication between customers and internal teams, and ensures seamless integration between the website portal and the Odoo backend for efficient and transparent Job/Work Order management.

Scope of Module

The Website Job/Work Order Management module covers the complete customer Job/Work Order request lifecycle, from online submission through the website to backend record management and customer portal access. The module enables customers and portal users to create Job/Work Orders using a website form, automatically generates corresponding records in the Odoo backend, and allows internal users to manage and process submitted requests efficiently. It provides a dedicated customer portal where users can view their submitted Job/Work Orders, access detailed information for each record, and generate professional PDF Job/Work Order reports directly from the portal. By integrating website-based request submission, backend Job/Work Order management, portal accessibility, and report generation into a single workflow, the module improves operational efficiency, enhances customer self-service capabilities, and provides a centralized, transparent, and streamlined solution for Job/Work Order management across service-oriented and project-based organizations.

Main Features:

• Website Job/Work Order Submission:
  • Allow customers and portal users to create Job/Work Orders directly from the website.
  • Provide a simple and user-friendly online submission form.
  • Eliminate the need for backend access to submit service or work requests.
• Automatic Backend Record Creation:
  • Automatically create Job/Work Order records in the Odoo backend after form submission.
  • Allow administrators and internal users to manage all submitted requests efficiently.
  • Maintain complete synchronization between the website and backend records.
• Customer Portal Job/Work Order List:
  • Provide a dedicated Job / Work Orders menu in the customer portal.
  • Allow customers to view all Job/Work Orders they have submitted.
  • Display important information such as Job Number, Name, Category, and Creation Date.
• Portal Job/Work Order Details:
  • Allow customers to open and view complete Job/Work Order details from the portal.
  • Provide easy access to submitted information without contacting administrators.
  • Offer a clean and responsive portal interface for record viewing.
• Print Job/Work Order Report:
  • Generate professional PDF Job/Work Order reports directly from the customer portal.
  • Allow customers to print or download Job/Work Orders whenever required.
  • Ensure consistent report formatting for all generated documents.
• Secure Customer Self-Service Portal:
  • Allow customers to create, view, and print only their own Job/Work Orders.
  • Provide secure portal access based on the logged-in customer account.
  • Improve customer experience with complete self-service functionality.
• Website & Odoo Integration:
  • Seamlessly integrate website Job/Work Order requests with the Odoo backend.
  • Keep portal and backend information synchronized in real time.
  • Reduce manual data entry and streamline the complete Job/Work Order management process.
• This app relies on the Project Job Costing (Contracting) and Job Cost Sheet module, available at Odoo Job Costing Management.(https://apps.odoo.com/apps/modules/19.0/odoo_job_costing_management)
• For more details, please watch the video and review the screenshots below.

Create Work Order Menu on Website By Customer

Work Order Form Filled by Customer on Website

Work Order Submission Acknowledgement

Automated Customer Email Notification for Work Order

Project Task Menu With List View (Odoo Standard)

Work Order/Task Form View: Set Website Customer Details

Project Kanban View (Odoo Standard)

Project Form View (Odoo Standard) With Code Field

When creating a work order from the website and setting the project code on the website form, the project code is automatically assigned to the created work order, linking it to the project.

Create Work Order Menu on Website By Customer

Work Order Submission Blank Form on Website

Work Order Form Filled by Customer on Website

Work Order Submission Acknowledgement

Automated Customer Email Notification for Work Order

Project Task Menu With List View (Odoo Standard)

Work Order/Task Form View: Set Website Customer Details

Job/Work Orders Menu in My Account Portal

Job Orders : Portal List View With Print Job Button

Generated Job Order PDF Report

Job Orders : Portal List View With View Job Order Button

Job Order: Open Portal Form View on Website