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Document Portal for Job Costing and Contracting

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Required Apps Discuss (mail)
Project (project)
Website (website)
Employees (hr)
Inventory (stock)
Purchase (purchase)
Sales (sale_management)
Invoicing (account)
Attendances (hr_attendance)
Community Apps Dependencies bi_odoo_document_version
bi_document_customer_portal
bi_material_purchase_requisitions
bi_odoo_job_costing_management
bi_document_directory_extinsion_security
bi_document
bi_subtask
Technical Name bi_job_costing_contract_document
License OPL-1
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Technical Name bi_job_costing_contract_document
License OPL-1

Introduction

Enhance collaboration and transparency in your construction and contracting projects with the Document Portal for Job Costing. This powerful Odoo application provides a secure and centralized online portal for your clients to access all their essential project documents. By integrating a sophisticated document management system directly with your job costing and contracting modules, you can streamline communication and ensure that stakeholders have immediate access to the latest information, including job cost sheets, job orders, invoices, and other critical files. This module is designed to improve project efficiency, reduce administrative overhead, and provide a superior client experience.

Key Features

  • Provides a secure online portal for clients to view and download project documents.

  • Integrates seamlessly with job cost sheets and job orders for easy document access.

  • Supports a comprehensive document management system with versioning and numbering.

  • Allows for the creation of structured directories with tags for easy organization.

  • Enables secure document sharing for both customers and suppliers.

  • Documents can be attached directly to job cost sheets and job orders via smart buttons.

  • Portal users can easily navigate through directories and download necessary files.

Benefits

  • Improves communication and transparency with clients and subcontractors.

  • Reduces administrative workload by providing a self-service document portal.

  • Enhances project organization with a centralized and structured document repository.

  • Strengthens security by controlling access to sensitive project information.

  • Ensures all stakeholders are working with the most up-to-date documents.

  • Increases client satisfaction by providing a professional and convenient platform.

Compatibility & Technical Details

  • Required Modules: Website (website), Project (project), Purchase (purchase), Sales (sale_management), Invoicing (account), Inventory (stock), Employees (hr), Notes (note), Attendances (hr_attendance), Project Job Costing and Job Cost Sheet With Material Request Odoo, Document Management System - Customer/Partner Portal, and others.

  • License: OPL-1

  • Technical Name: bi_job_costing_contract_document

Installation:

  1. Download the module file and its dependencies.

  2. Place the module folders into your Odoo addons directory.

  3. Restart the Odoo server.

  4. Activate developer mode, navigate to the "Apps" menu, and click "Update Apps List".

  5. Locate the module and click "Install" to complete the setup.

Document Management Portal for Construction Job Costing Odoo Apps

Document Management for Job Contracting and Construction Odoo apps show related documents from Job Cost Sheet and Job Order.You can download the documents from the portal. Customer Document Portal for Job Costing Odoo Apps allows Construction customer portal user to download documents from Online web Portal with My Account page. This Odoo module Allow downloading the documents assigned by the manager DMS for customer/client in Odoo project management. After installing this odoo apps portal user can able to access his/her assigned document from the webportal under my account page such as invoice, sales order, bill etc. This Odoo module works for both customer and supplier both portal. This odoo module is complete setup for DMS - Document management system which provides DMS for attachment along with document versioning, numbering, directory extension, document tags , document security and document web portal access for document system.

Features

Job Costing having directory and document menu

Contain the menu Document and Directory in Job Costing.

Parent Directory

Allow to create and set the parent directory.

Document/Directory tags

Allow to configure the custom document/directory tags.

Job cost sheet/Job order documents

Show all documents of Job cost sheet and Job order on smart button.

Directory Tags


Document Tags


Parent Directory tree view


Parent Directory form view


Directory tree view


Directory form view


My Documents


All Documents


Job Cost Sheet with Documents


Documents attached with the the Job Cost Sheet through smart button in the form


Job Order with Documents


Documents attached with the the Job Order through smart button in the form


My Document in the portal view


Directory view from My Document in the portal


List of document in the directory


Download the document from portal


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Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on [email protected] or raise a ticket on support.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.