Appointment Management
Currently, odoo does not provide any kind of module that can manage appointments. If you have lots of
appointments and you cannot manage it, So don't worry we have a solution, we develop an application which
can help to manage your all appointments with its time and location, you can manage appointment with its
state like waiting, confirmed, done, etc. This module can help to make an invoice for an
appointment.
For example if you have service base company like your company provide any kind of repairmen (plumbing,
mechanic, labor worker,) and any kind of helper, The customer call to your appointee/admin for service as
per his requirement, your appointee will appoint the customer with all details like customer address,
contact No, customer residence location(if possible), which type of service required and customer
note/comment (If customer is regular then you can add that notes or requirement direct in customer note
at create customer or even after, when you create appointment for that customer note will be added
automatically) on service etc, your The appointee will give the customer the date and timeslot.
This module helps to manage an appointment in the following services.
Salon at Home :Using this module you can manage your salon appointment. Suppose any customer
call for appointment, and your admin/appointee will take all the details of customer like name,
address, live location(if possible), and customer note on your service, your appointee will give a
time slot to customer like (11:00 AM to 1:00 PM), After service is done you will give invoice to
customer.
Mechanic : If you provide a mechanic at the instant as soon as possible in an emergency(anywhere
in the country or state). Using this module you can manage your Instant Mechanical service appointment.
Suppose any customer call for Instant Mechanical help, and your admin/appointee will take all the details
of customer like name, address, live location(if possible), and customer note on your service, your
appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you can
give invoice to customer.
Electritian :
Plumbing : If you provide a plumbing service at home. Using this module you can manage your
plumbing service appointment. Suppose any customer call for plumbing service(leakage of faucet,
drainage, shower) help, and your admin/appointee will take all the details of customer like name,
address, live location(if possible), and customer note on your service, your appointee will give a
time slot to customer like (11:00 AM to 1:00 PM), After service is done you can give invoice to
customer.
Carpentry : If your company provides a Carpentry service at home. Using this module you can
manager your carpentry service appointment. Suppose any customer call for furniture repair service(new
furniture, repairing of drawer, door, windows etc) help, and your admin/appointee will take all the
details of customer like name, address, live location(if possible), and customer note(need to
repairman for fix window, door, drawer, cupboard) on your service, your appointee will give a time
slot to customer like (11:00 AM to 1:00 PM), After service is done you can give invoice to
customer.
Computer Repair : If your company provides the Computer service at home. Using this module
you can manage your appointment for computer service at home. Suppose any customer call for repairing
a computer(formating, hardware, software problem etc), and your admin/appointee will take all the
details of customer like name, address, live location(if possible), and customer note/comment(need to
repair hardware, software problem) on your service, your appointee will give a time slot to customer
like (11:00 AM to 1:00 PM), After service is done you can give invoice to customer.
Packers Movers : If your company provides a Courier service or packer movers. Using this
module you can manage your customer requirement of the move of packers. Suppose any customer call for
move some packets or some stuffs, and your admin/appointee will take all the details of customer like
name, address, live location(if possible), and customer note/comment(What is the place to post), your
appointee will give a time slot to customer like (11:00 AM to 1:00 PM) for delivered your packets or
stuff at that place, After service/delivery is done you can give invoice to customer.
Renovation/Refurbishment : If your company work for renovation/refurbishment of
home/tower/palaces/building/office. Using this module you can easily manage all service requirements
from the customer like renovation, refurbishment, retrofitting. Suppose any customer call for
renovation/refurbishment, and your admin/appointee will take all the details of customer like name,
address, live location(if possible), and customer note/comment(What do they have to
renovate/refurbishment/renovate), your appointee will give a time slot to customer like (2 or 3 days)
for renovating, After service/delivery is done you can give invoice to customer.
Home Appliances :
Home Services :
Event Management/Planning :
Doctor :
Related Modules
Features
- You can add an appointment with its exact meeting/visiting location.
- You can also see the appointment in the calendar view.
- You can restrict to book the same slot at multiple times.
- You can add a contact with references.
- You can trace the user/technician with his live location.
- In appointment client note auto-fill from customer's 'client note'(If a customer has client note).
- Suppose any regular customer has the same requirement all time than you can add that note in customer's 'client note' at customer create time or even after.
- Easy to add product or charges in an appointment when you create it, it will auto-fill in invoice line when you can create an invoice.
- This module allows you to schedule an appointment and manage your customers and clients in Odoo.
- Users can provide a Date and Timeslot to the customer after booking an appointment.
- Easy to create Timeslots and assign to the Appointees.
- You can filter an appointment by its state like waiting, confirmed, done, etc.
- Appointment Status is maintained on each action taken.
How its work!
Tick Appointment Creation Group in order to create an appointment.
Define contact references here.
Reference, Fax and Client Note fields in Contacts Form.
Define Appointment Slot here. (If your time slot in between 8 am to 9:30 am so you can add from:800, To:930. If your time slot in between 1 pm to 2:30 pm so you can add From:1300, To:1430).
If your From-time or To-time is not valid then you get a warning.
Appointee tree view and data filter by internal and inactive users.
Appointment Calendar View.
When you click on a particular date and time in the calendar view, an appointment will be made for that date and time (Open popup window of appointment form view).
Open popup window of the appointment form view.
Appointment Kanban View with the status of appointment.
Appointment tree view and Filters.
Appointment group by the customer, status, slot, request date, etc.
Appointment form view, appointment state, and action button.
In Appointment, you can add a product or charger in the "charges" tab.
After confirming the Appointment you can easily create an invoice.
In the invoice, you can see Appointee name and appointment reference No, invoice line auto-fill from appointment charges line.
Invoice smart button in Appointment form View.
In Contacts, Log note in chatter creates when appointment created, also you can easily open invoice/appointment from chatter.
'Appointment' Smart Button in Contacts form view.
Tick the "Restrict Same Slot" group to restrict booking the same slot.
It shows a warning when you book the same slot.
Version 18.0.1 | Released on : 30th September 2024
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Please Contact Us at [email protected]to request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
- No, this application is not compatible with odoo.com(odoo saas).