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Project Job Costing -Request for Information in odoo

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17.0 0
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Required Apps Surveys (survey)
eCommerce (website_sale)
Employees (hr)
Inventory (stock)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Project (project)
Attendances (hr_attendance)
Website (website)
Community Apps Dependencies bi_material_purchase_requisitions
bi_odoo_job_costing_management
bi_subtask
Technical Name bi_website_project_request_for_information
License OPL-1
Also available in version 17.0 16.0 15.0
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Technical Name bi_website_project_request_for_information
License OPL-1
Also available in version v 17.0 v 16.0 v 15.0

Introduction

The Project Request for Information module enables seamless management of RFIs within Odoo for construction and project-based businesses. Customers and suppliers can submit RFIs through your website portal, while project teams can track, respond, and close requests efficiently from the backend. This system ensures clear communication, centralized documentation, and enhanced project tracking.

Key Features

  • Online RFI Submission: Customers and suppliers can submit RFIs directly from the website portal.

  • RFI Management: Organize RFIs by type, stage, category, and assign to specific teams.

  • Communication Tools: Use Odoo Chatter to send messages and attach files for each RFI.

  • Customer Feedback: Collect feedback from customers after resolution.

  • Survey Integration: Gather detailed responses for each RFI through surveys.

  • RFI Closure: Update RFI status when resolved.

  • Backend Management: Project teams can manage and respond to RFIs efficiently.

Benefits

  • Enhanced Communication: Ensures documented and transparent interaction between stakeholders.

  • Improved Project Tracking: Structured management of RFIs aids in project oversight.

  • Customer Satisfaction: Timely responses improve client trust and engagement.

  • Efficient Documentation: Centralized storage of all RFIs for easy reference and auditing.

Compatibility & Technical Details

  • Odoo Version: Compatible with Odoo.

  • Required Modules: Surveys, Website, Employees, Inventory, Purchase, Sales, Discuss, Invoicing, Project, Attendances.

  • License: Odoo Proprietary License v1.0 (OPL-1).

  • Technical Name: bi_website_project_request_for_information

  • Installation: Available for installation via the Odoo Apps interface.

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Request for Information Construction and Contracting Business Odoo Apps

Customer and Supplier RFI Access in Odoo

Online RFI Submission Through Website Portal

Integrated Project Job Costing with RFI System

Request for Information (RFI) Management for Construction

Browseinfo

Job Costing Request for Information Odoo apps used to manage "Request for Information" for Construction and Contracting Business. Your customer/supplier can submit request online from your website and get details about the Project Job costing management.

Creates Request for Information

Users are allowed to create request for information from website.

Users are allowed to create request for information from website.

Users are allowed to give rating for the information in the website.

Send Message to the Customer

You can send message to the customer with attachment.

User can Close the Information

User can close the information at any point of time.

Specify the RFI Type and RFI Team

User are allowed to create RFI type and RFI team.

Specify the RFI Stage and Category

User are allowed to create the RFI stage and RFI category.

Menu Of Request For Information In Website

In webpage you can see menu for request for information(RFI).


Create Request For Information From Website

You can create request for information from website.You can add information about Subject of RFI, Name, Category and many more information.


Thank You Message

After submitting the information you will land up to Thank you page.


Request For Information Form View

You can create/see request for information Goto Job Costing > Request For Information > Request For Information.Here you can see form view of created request for information.


Timesheet View


RFI Survey View


RFI Answer View


Request For Information Tree View

Here you can see created all request for information.


Request For Information On My Account

You can see created request for information of login user from my account.


Request For Information List

After clicking on your request for information from my account, You can see all request of login user


View Request For Information

For detail view of request for information you can click on any request for information.


Send Message and Attachments From Website

User can send message and attachments from here.Admin or Technician can communicate with customer using chatter.


Thank You Message

After submitting message and attachment you will land up to Thank you page and message and attachment will be attached to request for information.


Close Request For Information

Here you can write review for request for information.


Customer Rating Button

After click on customer rating button, It will redirect to rating page.


Website Customer Rating

Here you can write review for request for information.


Customer Rating At Backend


Request For Information Integration with Survey

Click on survey button to view created survey of request for information.



RFI Type


RFI Teams


RFI Stages


RFI Category


Version : 17.0.0.0
30 November 2023

Initial release of the app.


Version : 17.0.0.1
07 October 2024

Minor Issue Fixed.


This Odoo app can not be used with Odoo Online (SaaS).

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Yes, Starting version 13.0, Every version of the module is sold separately.

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

Please raise your ticket to use on [email protected] We will back to you shortly.

Get Support, For Free!

60 Days Free Support


In case 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.

Have Any Question ?

+91-6351620270

Write Email

Sales : [email protected]
Support : [email protected]


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