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Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Website (website)
Employees (hr)
Project (project)
Discuss (mail)
Sales (sale_management)
Invoicing (account)
Community Apps Dependencies
Lines of code 4547
Technical Name website_helpdesk_system
LicenseSee License tab
Websitehttps://store.webkul.com/Odoo-Website-Helpdesk-Support-System.html
Versions 14.0 17.0 13.0 12.0 15.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Website (website)
Employees (hr)
Project (project)
Discuss (mail)
Sales (sale_management)
Invoicing (account)
Community Apps Dependencies
Lines of code 4547
Technical Name website_helpdesk_system
LicenseSee License tab
Websitehttps://store.webkul.com/Odoo-Website-Helpdesk-Support-System.html
Versions 14.0 17.0 13.0 12.0 15.0 16.0

Odoo Website Helpdesk & Support System

Raise a ticket for queries or issues from the Odoo website account!

Odoo Website Helpdesk & Support System embeds a fully trackable and efficient query ticket system in the Odoo website. The customers can ask for post-sale issues and new interested customers can raise a ticket to acquire your products/services.

Information

user-guide
User Guide
https://webkul.com/blog/odoo-website-helpdesk-and-support-system/

Build An Effective Client Helpdesk & Ticketing System in Odoo

The module lets you build an effective client helpdesk & ticketing system in Odoo to increase revenue and client trust. The ticketing system is useful as it provides a way for the customers to reach out to you for doubts or new requirements.

Benefits of an efficient Client Helpdesk System

  • Tickets help to document every conversation.
  • Keep every conversation thread in one place.
  • Help customers who have purchased the products or services.
  • Entertain customers who are interested in the products and services.
  • Assist for Post Sales Queries of Client requirement Tickets

    Post Sales services matter to provide customer convenience and retain old customers. The module allows you to provide Post Sales Query; moreover, you can also generate billables hours with client requirement tickets.

    How Helpdesk & Support System Helps at Different Levels?

    1. It helps you to provide an interface for customers to raise their queries and issues.
    2. Helps to manage customers' queries with different teams such as tech team, BDEs, etc.
    3. Monitor the progress of any ticket to provide timely customer service.
    4. Ensure proper management and documentation of customers' grievances.

    Add tickets to Offer services to the customers and generate revenue

    What's more!

    Now you can accept new service requests from interested customers like customization, new projects, etc through the tickets from the website and generate billable hours.

    You can add tickets to resolve customer queries and post-sales issues. Post Sales services matter to provide customer convenience and retain old customers.

  • Generate leads and convert them into customers with a ticket system.
  • Entertain queries from potential customers who want to opt for your products and services.
  • Resolve their queries and provide in-depth knowledge via tickets.
  • Provide your services and manage billable hours in Odoo itself. You can charge them on hourly basis for your services rendered.
  • Keep the records of every service ticket raised in your business.
  • A Quick Dashboard to Monitor Tickets

    The dashboard is very helpful for your helpdesk and support system because it lets you monitor many metrics at once, so you can quickly check the ticket stats or see correlations between different reports.

    Quick peek of Odoo Website Helpdesk & Support System Dashboard

  • It lets you check all tickets, pending tickets, closed tickets, and success rate.
  • You can overview tickets from one place based on time.
  • You can overview tickets from a single place based on the priority set.
  • Manage category for tickets and also check unassigned ticket counts.
  • Moreover, you can also create a new ticket for a particular category from the dashboard.
  • These categories are editable from the dashboard.
  • Enable Recaptcha and set the feedback mail template from the helpdesk settings

    Create different teams to handle various tickets accordingly.

    Each team has a manager. The team is assigned tickets by the admin from the backend.
    List of all the created teams

    Create Categories for customer to choose from while raising the ticket

    Create various topics under a category

    Each category can have multiple topics for the customer to choose from while raising a ticket

    List of all the Raised tickets

    All the tickets both; Support and Service ticket shows up at one place.

    Ticket details - Open a ticket to see the query or service required

    You can also communicate with the customer and see communication history

    You need to select the stage and give reason to mark a ticket as resolved

    See the review given by customer in the ticket form

    Create Tasks from Ticket.

    Click on create task in the ticket to create a related task. A project should be added to the ticket to create a task to charge per hour service cost to customer

    The timesheets used in the tasks show up in the ticket

    You can create a sales order to bill the client for all the hours used in all the tasks create for a ticket

    Create the sales order from the project added to the task

    The total timesheets hours of all the tasks are automatically added to the sales order

    Create Invoice For the Service ticket

    Create invoice from sales order with regular or down payment. If downpayment is used the ticket automatically shows the relevant calculations

    Helpdesk and Service Ticket form on the Odoo website

    Automatic acknowledgement mail is sent to the customer once his ticket is successfully created

    Only logged in customers can raise a new support or service ticket

    The customers can track his tickets and their status from his website account

    List of the all the raised tickets of the customer- open and closed
    See details of any ticket by opening the form

    Provide two way message communication between customer and Odoo admin

    Automatic Feedback/review mail to customer

    The customer receive an automatic rating/feedback mail once ticket is closed with the link
    The review form opens after clicking on the provided link

    Detailed Features List

    Below is the detailed list of feature of module Odoo Website Helpdesk & Support System module

    Install customer helpdesk & service system on Odoo website

  • It allows you to implement a support ticket system on the Odoo website.
  • The customer can raise support tickets from the Odoo website.
  • The admin can manage and resolve the tickets from the Odoo backend.
  • The admin can enable the ReCaptcha option to submit the ticket to avoid spam.
  • Allows to raise the support tickets from the Odoo website

  • The customer can raise the tickets with the admin for their queries.
  • Only the logged-in customers can raise a ticket.
  • The customer can fill out the form to create a ticket.
  • The ticket shows up to the admin in the Odoo backend.
  • Sends automatic acknowledgment mail to customer once his support ticket is raised.
  • The Customer can manage the tickets from his website account

  • The customers can see their tickets from their accounts.
  • The customers can also track their ticket status from my account section.
  • The ticket form also shows the details of the ticket and communication thread to the customer.
  • Allows chat communication with the Odoo admin

  • Allows two ways communication between admin and the customer.
  • The admin-customer can communicate with each other through Odoo chatter.
  • The customer can send a message to the admin from his website account from the ticket.
  • Auto-sends feedback/reviews mail to the customer

  • The system sends the feedback mail to the customer once the ticket is resolved.
  • The customer can go to the link in the mail and give the service ratings and feedback.
  • Create ticket category and topics/reasons in Odoo backend

  • The admin can add ticket categories and ticket topics in the Odoo backend.
  • The customer needs to choose the categories and proper reasons while raising a ticket.
  • Create different teams to manage different ticket types

  • The admin can create multiple teams for different ticket types in the backend.
  • Each team can have multiple members and a manager to handle the tickets.
  • The admin can assign an apt team to a raised ticket.
  • Set ticket stages to show the current progress of a ticket

  • The admin can create stages to assign to the raised tickets.
  • The stage can be set to a ticket to show the current status of the ticket.
  • The customer can also see the current stage of his ticket in his website account.
  • Resolve/cancel the raised tickets to close them in Odoo

  • The user needs to resolve/cancel the ticket to close it.
  • A reason needed to be added while closing the ticket.
  • Now Take billable service requests through service tickets

  • The customers can raise tickets to ask for any available billable services.
  • The admin can bill such requests according to the hours used to resolve them by creating sales orders/invoices from the ticket.
  • Create Tasks from the raised tickets

  • Make billing trackable and easy for every raised services ticket
  • The admin can create relevant tasks directly from the ticket.
  • Multiple tasks can be created for each ticket as required.
  • The timesheets recorded in the tasks of a ticket show the time used to provide the service.
  • The combined timesheets from all the tasks created for a ticket show up in the ticket form in the backend.
  • A project is needed to be added to the ticket to create tasks and sales orders.
  • Create sales orders from the project to bill the customer

  • The admin can create a sales order for the project to bill the client/customer.
  • The cost per hour can be added to the sales order while creating it.
  • The combined timesheets from all tasks show up on the order lines of the sales order.
  • The order lines of the sales order show the total time utilized on all the associated tasks, cost per hour, and total cost.
  • Generate invoice for the sales order of the ticket

  • You can create the invoice from the sales order while closing the ticket.
  • The invoice shows the order lines and costs associated with the sales order.
  • The invoice can be created with a downpayment (prepaid amount) or as a regular invoice.
  • The downpayment in the invoice shows up in the original ticket form in the backend for better tracking.
  • Dashboard to Analyze Ticket Statistics

  • Check all tickets, pending tickets, closed tickets, and success rate.
  • Overview of tickets from one place based on time and based on the priority set.
  • Manage category for tickets and also check unassigned ticket counts.
  • Moreover, you can also create a new ticket for a particular category from the dashboard.
  • These categories are editable from the dashboard.
  • Help and Support

    Get Immediate support for any of your query

    You will get 90 days free support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issue related to this module.

    mail

    Write a mail to us:

    support@webkul.com

    Any queries or want any extra features? Just drop a mail to our support.

    support-icon

    Get in touch with our Expert:

    https://webkul.uvdesk.com/en/customer/create-ticket/

    Have any technical queries, want extra features, or anything else? Our team is here to answer all your questions. Just Raise A Support Ticket.

    SOFTWARE LICENCE AGREEMENT
    ==========================
    
    This AGREEMENT is made effective on the date of the purchase of the software
    between Webkul Software Pvt. Ltd.,Company incorporated under the Companies
    Act, 1956 (hereinafter referred to as “Licensor"), and the purchaser of the 
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    Preamble
    --------
    
    Licensor is a web and mobile product based organization engaged in the
    business of developing and marketing software for enterprise level e-commerce
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    team of more than 150 creative engineers which come from different
    backgrounds. It has developed more than 700 web extensions and apps in the
    past few years for open source platforms which are used and trusted globally. 
    Licensee now wishes to obtain license, and Licensor wishes to grant a license, 
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    THEREFORE, with the intent to be legally bound, the parties hereby agree as 
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    Agreement
    ---------
    
    1.DEFINITIONS.
    As used in this Agreement, the following capitalized terms 
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    (i)The right and license to use and incorporate the software, in whole or in 
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    Except Joomla modules , listed on store are entitled to be used on unlimited 
    domain as per the standard guidelines ) only, solely for the own personal or 
    business use of the Licensee. However, the License does not authorize the 
    Licensee to compile, copy or distribute the said Software or its Derivative 
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    (ii)The right and license does not authorize the Licensee to share any backup 
    or archival copies of the Software and / or the Source Code and Documentation 
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    (iii)Licensee does not have the right to hand over, sell, distribute, 
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    whether modified or unmodified, to anyone. Licensee should not place the 
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    required customization purposes, Licensee is not authorized to release the 
    Source Code, Derivative Work source code and/or Documentation to any third 
    party, which shall be considered as violation of the Agreement, inter-alia 
    entailing forthwith termination and legal action. 
    
    
    (c)Ownership.
    
    (i)Software and Source Code.  All right, title, copyright, and interest in the 
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    (ii)Derivative Works. As creation of Derivative Works by the Licensee is 
    prohibited, thus, all right, title, copyright, and interest in any and/or all 
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    also be deemed to the property of Licensor. Licensor shall be entitled to 
    protect copyright / intellectual property in all such Derivative Works and 
    Improvements also in any country as it may deem fit including without 
    limitation seeking copyright and/or patent protection.
    
    
    3.CONSIDERATION.
    
    (a)Licensee shall pay to Licensor the amount as mentioned on the website from 
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    (b)Once paid, the License Fees shall be non-refundable. The Licensee has fully 
    satisfied itself about the Software and has seen the demonstration, and only 
    thereafter has placed the order. Thus, the License Fees or any part thereof is 
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    (a)Mutual.  Each of the parties represents and warrants to the other as
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    (i)such party is a legal entity duly organized, validly existing and in good 
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    the Software will function materially as set forth in the website or published 
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    9.RELATIONSHIP OF PARTIES.
    
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    association of persons, agency, franchise, sales representative, or employment 
    relationship between the parties. The Licensee will have no authority to make 
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    Licensee is responsible for reviewing these changes and informing itself of 
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    Licensee after posting of any changes by the Licensor, will constitute the  
    acceptance of such changes or modifications by the Licensee.
    
    
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    (a)General Provisions.  This Agreement:  (i) may be amended only by a writing 
    signed by each of the parties; (ii) may be executed in several counterparts, 
    each of which shall be deemed an original but all of which shall constitute 
    one and the same instrument; (iii) contains the entire agreement of the 
    parties with respect to the transactions contemplated hereby and supersedes 
    all prior written and oral agreements, and all contemporaneous oral 
    agreements, relating to such transactions; (iv) shall be governed by, and 
    construed and enforced in accordance with, the laws of India; and (v) shall be 
    binding upon, and inure to the benefit of, the parties and their respective 
    successors and permitted assigns.  Each of the parties hereby irrevocably 
    submits to the jurisdiction of the Courts at Delhi, India, for the purposes of 
    any action or proceeding arising out of or relating to this Agreement or the 
    subject matter hereof and brought by any other party.  
    
    (b)Assignment.  Except for the purpose of customization as mentioned in clause 
    2(b)(iv) above, Licensee cannot assign, pledge or otherwise transfer, whether 
    by operation of law or otherwise, this Agreement, or any of its obligations 
    hereunder, without the prior written consent of Licensor, which consent shall 
    not be unreasonably withheld.
    
    (c)Notices.  Unless otherwise specifically provided herein, all notices, 
    consents, requests, demands and other communications required or permitted 
    hereunder:
    
    (i)shall be in writing;
    
    (ii)shall be sent by messenger, certified or registered mail/email, or  
    reliable express delivery service, to the appropriate address(es) set forth 
    below; and
    
    (iii)shall be deemed to have been given on the date of receipt by the 
    addressee, as evidenced by a receipt executed by the addressee (or a 
    responsible person in his or her office), the records of the Party delivering 
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    claim or accept such communication, if sent by messenger, mail or express 
    delivery service.
    
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    giving five days' prior notice:
    
    If to Webkul Software Pvt. Ltd.:
    
    Webkul Software Pvt. Ltd.
    A-67, Sector 63, NOIDA – 201301,
    Uttar Pradesh, India
    
    If to Licensee:
    At the address mentioned by the Licensee
    (at the time of placing order of generating Invoice)
    
    (d)Severability.  It is the intent of the parties that the provisions of this 
    Agreement be enforced to the fullest extent permissible under the laws and 
    public policies of India in which enforcement hereof is sought.  In 
    furtherance of the foregoing, each provision hereof shall be severable from 
    each other provision, and any provision hereof which is/ becomes unenforceable 
    shall be subject to the following:  (i)  if such provision is contrary to or 
    conflicts with any requirement of any statute, rule or regulation in effect, 
    then such requirement shall be incorporated into, or substituted for, such 
    unenforceable provision to the minimum extent necessary to make such provision 
    enforceable;  (ii)  the court, agency or arbitrator considering the matter is 
    hereby authorized to (or, if such court, agency or arbitrator is unwilling or 
    fails to do so, then the parties shall) amend such provision to the minimum 
    extent necessary to make such provision enforceable, and the parties hereby 
    consent to the entry of an order so amending such provision; and  (iii)  if 
    any such provision cannot be or is not reformed and made enforceable pursuant 
    to clause (i) or (ii) above, then such provision shall be ineffective to the 
    minimum extent necessary to make the remainder of this Agreement enforceable.  
    Any application of the foregoing provisions to any provision hereof shall not  
    effect the validity or enforceability of any other provision hereof.
    
    (e)By purchasing the Software, the Licensee acknowledge that it has read this 
    Agreement, and that it agrees to the content of the Agreement, its terms and 
    agree to use the Software in compliance with this Agreement.
    
    (f)The Licensor holds the sole copyright of the Software. The Software or any 
    portion thereof is a copyrightable matter and is liable to be protected by the 
    applicable laws. Copyright infringement in any manner can lead to prosecution 
    according to the current law. The Licensor reserves the right to revoke the 
    license of any user who is not holding any license or is holding an invalid 
    license.
    
    (g)This Agreement gives the right to use only one copy of the Software on one 
    domain solely for the own personal or business use of the Licensee, subject to 
    all the terms and conditions of this Agreement. A separate License has to be 
    purchased for each new Software installation. Any distribution of the Software 
    without the written consent of the Licensor (including non-commercial 
    distribution) is regarded as violation of this Agreement, and will entail 
    immediate termination of the Agreement and may invite liability, both civil 
    and criminal,  as per applicable laws.
    
    (h)The Licensor reserves the rights to publish a selected list of users/
    Licensees of its Software, and no permission of any Licensee is needed in this 
    regard. The Licensee agrees that the Licensor may, in its sole discretion, 
    disclose or make available any information provided or submitted by the 
    Licensee or related to it under this Agreement to any judicial, 
    quasi-judicial, governmental, regulatory or any other authority as may be 
    required by the Licensor to co-operate and / or comply with any of their 
    orders, instructions or directions or to fulfill any requirements under 
    applicable Laws.
    
    (i)If the Licensee continues to use the Software even after the sending of the 
    notice by the Licensor for termination, the Licensee agree to accept an 
    injunction to restrain itself from its further use, and to pay all costs (
    including but not limited to reasonable attorney fees) to enforce injunction 
    or to revoke the License, and any damages suffered by the Licensor because of 
    the misuse of the Software by the Licensee.
    
    
    12.ARBITRATION.
    
    If any dispute arises between the Licensor and the Licensee at any time, in 
    connection with the validity, interpretation, implementation or alleged breach 
    of any provision of this Agreement,  the same shall be referred to a sole 
    Arbitrator who shall be an independent and neutral third party appointed 
    exclusively by the Licensor. The Licensee shall not object to the appointment 
    of the Arbitrator so appointed by the Licensor. The place of arbitration shall 
    be Delhi, India. The Arbitration & Conciliation Act, 1996 as amended by The 
    Arbitration & Conciliation  (Amendment) Act, 2015, shall govern the 
    arbitration proceedings. The arbitration proceedings shall be held in the 
    English language.
    
    
    This document is an electronic record in terms of Information Technology Act, 
    2000 and the amended provisions pertaining to electronic records in various 
    statutes as amended by the Information Technology Act, 2000. This electronic 
    record is generated by a computer system and does not require any physical or 
    digital signatures.

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