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Repair Service - Appointments

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Required Apps Calendar (calendar)
Discuss (mail)
Contacts (contacts)
Community Apps Dependencies sync_helpdesk
Technical Name sync_helpdesk_appointment
License OPL-1
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Technical Name sync_helpdesk_appointment
License OPL-1

Introduction

This Odoo module streamlines service workflows by allowing users to schedule customer appointments directly from helpdesk tickets. It enhances communication by displaying representative and client information, and synchronizes scheduled appointments into integrated calendar views—ensuring smooth and transparent coordination between support agents and clients.

Key Features

  • Create customer appointments with one click directly from helpdesk tickets

  • Display representative’s photo and details to clients on portal

  • Make client information visible to service representatives for preparation

  • View all scheduled appointments in an integrated calendar interface

  • Automatically send appointment confirmation emails to clients

Benefits

  • Enhances client communication by offering in-ticket scheduling

  • Improves transparency through visible representative and client information

  • Boosts operational coordination via centralized calendar view

  • Reduces scheduling errors with instant confirmations

  • Elevates customer experience with seamless appointment workflows

Compatibility & Technical Details

  • Technical Name: sync_helpdesk_appointment

  • License: OPL-1 (Odoo Proprietary License)

  • Required Modules:

    • Calendar

    • Contacts

    • Discuss (mail)

  • Installation Steps:

    1. Ensure Calendar, Contacts, and Discuss modules are installed in Odoo.

    2. Install this appointment scheduling module.

    3. From any helpdesk ticket, use the “Create Appointment” action to schedule client appointments.

    4. View the scheduled appointments in the calendar and send confirmation emails to clients.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.