Repair Service - Ticket Intake Form

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81.99 81.99 81.99 USD


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* This application allows to customer will confirm ticket details online.

Edition: Odoo Community

App Description Page

Repair Service - Ticket Intake Form

The purpose of this form is to collect information from the client. In the initial meeting with the client, ticket manager gathers all the information to address the client's immediate needs and to encourage his/her engagement and retention in services.

User can sign ticket intake form through any touch screen devices like smart phone, tablet etc. The ticket intake form is designed with a step-by-step confirmation process for easy traceability.

This module is compatible with

  • Community
  • Enterprise

Key Features

    It will works in the workflow of the newly generated and existing tickets as well.
    Able to get the online ticket confirmation from the customer in the form of signed document.
    Allows to download signed document in the PDF format.

Intake Configuration

To configure Intake, go to Helpdesk/Configuration/Tickets/Types.

If the intake ticket type is ticked (configured) then it will be mandatory to fill the intake form. If it is not ticked then intake process can be skipped.

Intake in Ticket

Go to Helpdesk/All Tickets/Tickets.

Send intake confirmation mail to customer after filling details in ticket.

Online confirmation link will be send to customer once the "Send intake by email" button is clicked.

Customer can verify all details on receiving confirmation link.

After confirming the details, customer can Accept or Reject intake conformation.

Intake Confirmation Process

On accepting intake confirmation, customer can add their signatures.

Once customer signs and presses "Accept & Sign" button, the ticket is automatically confirmed.

Customer confirmation signature will appear on intake form.

Option to print & save intake form.

Intake Backend Approved Ticket View

On customer approval, signature is auto attached in ticket & "Is work approved to proceed?" block is automatically ticked.

Intake Rejection Process

Customer can reject the intake form through "Reject" button after reviewing the details and specify the reason for rejection.

Intake Backend Rejection Ticket View

Once the intake ticket is rejected then it automatically move to cancel stage with rejection reason.

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