Job & Work Order Requests, Captured and Tracked End to End

Let customers submit job and work-order requests from your website or portal, get an instant reference number, and follow a live status timeline — while your team triages, links projects, and notifies them automatically at every stage.

The problem

Job and work-order requests still arrive as phone calls, emails, and spreadsheets. Someone has to re-key every one into Odoo, project links get typed by hand and go stale, and customers have no way to check status without calling back.

The solution

A branded website and portal form captures the request once, links it to the right project automatically, and gives the customer an instant reference number plus a live status timeline — so nothing is re-keyed and no one has to call for an update.

Capabilities

Everything an intake-and-tracking layer needs

Every capability below is implemented in the module.

01

Public Website Intake Form

Let visitors and customers log a job or work-order request directly from your website, with a mobile-responsive form that captures the details your team needs on the first pass.

02

Customer Portal Self-Service

Authenticated customers submit and revisit their own requests from the standard Odoo portal, matching the self-service experience buyers already expect.

03

Instant Reference Number

Every submission is stamped with a human-readable reference the moment it is created, shown on the confirmation page and included in the acknowledgment email so customers always have something to quote.

04

Searchable Project Autocomplete

A live autocomplete lets customers search and pick the correct ongoing project as they type, guaranteeing a valid link instead of a mistyped code that fails silently.

05

Stage-by-Stage Status Timeline

The customer portal shows a visual timeline — received, in progress, on hold, completed, or cancelled — so customers see exactly where their request stands without calling in.

06

Proactive Lifecycle Notifications

Branded, fully customizable email templates notify customers on acknowledgment, assignment, status change, and completion — not just when the request is first created.

07

Inline Validation, Clear Errors

The intake form checks required and malformed fields before submission and shows plain-language guidance in place, so requests reach your team complete the first time.

08

Photo & Document Attachments

Customers attach photos and documents to a request so the service team can triage accurately without a back-and-forth email asking for more detail.

09

Backend Workspace & Bulk Import

A kanban, list, and form view give the service team a full workspace to assign, prioritize, and track every request, with standard list-view import for migrating an existing backlog in bulk.

Workflow

How it works

1

Customer Submits a Request

Via the public website form or their customer portal, with request type, priority, and optional attachments.

2

Reference & Acknowledgment

The system assigns a reference number, links the matching project if one was picked, and emails an acknowledgment instantly.

3

Team Triages the Request

Coordinators assign an owner and move the request through its stages from the backend kanban or list.

4

Customer Tracks to Completion

The customer follows a stage timeline in their portal and receives an email at every meaningful change.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. Anyone can submit a request from the public website form; if they are already a logged-in portal customer, their contact details are filled in automatically and every request stays linked to their account.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Website Job & Work Order Form with Customer Portal

A public intake form and self-service customer portal with a stage-by-stage status timeline and proactive notifications — turning phone-call and spreadsheet job requests into tracked Odoo Project records.

Buy on Odoo App Store