Website Job Order & Work Request Portal | Customer Job Order Portal with Project Tracking

Website Job Request Management with Portal Access | Website Work Order Request with Customer Portal

Website Work Order Request & Approval Management | Website Job Order & Work Request Portal

This module provides a comprehensive and efficient solution for managing website-based job and work order requests within Odoo. It enables users to submit job requests through the website, validate project codes, attach supporting files, track request status via the customer portal, and manage work orders efficiently, ensuring a streamlined and organized request management workflow.

Overall Purpose

This module is designed to simplify and digitize the process of creating and managing job/work order requests directly from the website. It allows customers, employees, or portal users to submit requests online by filling out a structured form, selecting job categories, attaching relevant documents, and providing project-related details. The module helps organizations centralize job request handling, improve communication, and efficiently manage work requests through Odoo.

Scope of Module

This module covers the complete workflow of website-based job/work order request management in Odoo. It includes job order request submission, project code validation, job category selection, document attachment support, portal-based request tracking, status monitoring, and printable job order details. The module can be adapted for industries such as construction, maintenance, engineering, facility management, IT services, manufacturing, and other businesses that require structured work request handling and customer portal interaction.

Real World Problem It Solves

In many organizations, job or work requests are often handled through emails, phone calls, spreadsheets, or manual communication, which can lead to delays, missing information, poor tracking, and communication gaps. It becomes difficult to monitor request progress, validate project information, and maintain proper records. This module solves these challenges by providing a centralized online request system where users can easily create requests, validate project codes, track statuses, and access submitted job orders through a portal, reducing manual effort and improving transparency.

Industries Covered Operations:

• Construction and Infrastructure Companies
• Engineering and Technical Service Providers
• Facility Management Companies
• Manufacturing and Production Industries
• Maintenance and Repair Service Providers
• IT and Technical Support Companies
• Real Estate and Property Management Companies
• Healthcare and Laboratory Facilities
• Logistics and Warehouse Management Companies
• Government and Public Sector Organizations
• HVAC and Mechanical Service Providers
• Electrical and Plumbing Service Companies
• Industrial Equipment Installation Companies
• Security and Surveillance Service Providers
• And other related industries

Main Features:

• Website Job Order Request Submission:
  • Allow users to create and submit job/work order requests directly from the website.
  • Provide a structured form for capturing request details efficiently.
• Project Code Validation:
  • Validate project codes before accepting job order requests.
  • Prevent incorrect or invalid project entries.
• Job Order Category Management:
  • Organize requests using predefined job order categories.
  • Improve request classification and workflow management.
• Request Form Customization:
  • Capture detailed request information through customizable fields.
  • Support business-specific work request requirements.
• File Attachment Support:
  • Allow users to upload supporting documents and files.
  • Improve request clarity with additional references.
• Priority-Based Requests:
  • Assign request priority levels such as Normal or High.
  • Help teams manage urgent requests efficiently.
• Automatic Job Order Generation:
  • Create job orders automatically upon request submission.
  • Reduce manual work and improve process speed.
• Job Order Reference Number:
  • Generate unique reference numbers for each request.
  • Enable easy tracking and communication.
• Portal Job Order List View:
  • Display submitted job orders in a clean portal table.
  • Provide easy navigation and record access.
• Printable Job Orders:
  • Allow users to print job order details.
  • Support documentation and offline reference.
• Thank You Confirmation Page:
  • Display confirmation after successful request submission.
  • Show generated job order reference details.
• Invalid Project Code Warning:
  • Show validation messages for incorrect project codes.
  • Improve data accuracy and reduce errors.
• Easy Odoo Integration:
  • Integrate seamlessly with existing Odoo workflows.
  • Support efficient business process management.

Key Features:

• Anyone (Customers / Visitors) can create a Job Order or Work Order request from your website by filling out the request form as shown.
• Allow customers to access a portal in My Account to view a list of job orders and print job order details.
• Job Orders / Work Orders are linked with Projects, so if customers enter a Project Code (optional) while submitting a request from the website, the created Job Order will be linked to the corresponding Project in Odoo.
• Send instant email notifications to customers when a Job Order is created.
• Print Job Order PDFs from the backend, allowing your internal team to manage and reference job orders as shown in the sample.
• Allow you to configure Job Categories from the backend and enable customers to select a category directly from the request form.
• Allow your team to send Job Orders to customers via email directly from the backend, including the attached Job Order report.
• For more details please watch the video and check below screenshots.

Menus Available:

• Job Order
  • Job Orders
    • Job Orders
  • Purchase Requisitions
    • Purchase Requisitions
  • Configuration
    • Projects
    • Stages
    • Job Order Category

Pages Available at Website

• Job Work Order
  • Create Workorder
  • My Job Orders