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Repair Service - Contract Management

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

Introduction

This Odoo module provides robust contract management capabilities for service-oriented workflows. It enables businesses to create and manage structured service agreements with defined durations and service quotas. Contracts are automatically associated with helpdesk tickets, usage is deducted as services are rendered, and performance is easily monitored through reporting tools.

Key Features

  • Define service contracts with start and end dates, duration, and allocated service calls

  • Automatically select applicable contract when creating a helpdesk ticket

  • Deduct service usage from contract quotas upon ticket generation

  • Send automated reminders for contract renewal or expiration

  • Print contract details for documentation and client sharing

  • Analyze contract data using pivot and graph reports for performance insights

Benefits

  • Reinforces structured service agreements and transparent contract usage

  • Simplifies operational workflows by automating ticket-to-contract linkage

  • Reduces manual tracking with automated quota deduction and reminders

  • Enhances decision-making through visual contract analytics

  • Improves client communication with printable contract summaries

Compatibility & Technical Details

  • Technical Name: sync_helpdesk_contract

  • License: OPL-1 (Odoo Proprietary License)

  • Required Modules:

    • Contacts (contacts)

    • Discuss (mail)

    • Helpdesk / Ticket Management

  • Installation Steps:

    1. Ensure that Contacts, Discuss, and Helpdesk modules are installed in your Odoo environment.

    2. Install this contract management module within your Odoo system.

    3. Navigate to the contract menu to create service agreements: set durations, service lines, and other contract specifics.

    4. When a helpdesk ticket is created for a customer, the applicable contract is automatically selected and service usage is deducted accordingly.

    5. Use reporting tools to monitor contract performance and generate renewal reminders as needed.

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.