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1 | 1 | <?xml version='1.0' encoding='UTF-8'?> |
2 | 2 | <odoo> |
3 | 3 | <template id="welcome_article_body"> |
4 | | - <h1>Surveyor</h1> |
5 | | - <p>This setup is for surveyors that sell services like land measurement & mapping, planning permission, mediation counsel, etc to private customers as well as companies (architect, notary, real estate, …).</p> |
6 | | - <p><br /></p> |
7 | | - <p>They need a website to collect new leads and give access to produced documents.</p> |
8 | | - <p><br /></p> |
9 | | - <p>They also need subscriptions for long term relationships with larger companies that require several services per year.</p> |
10 | | - <div class="o_knowledge_behavior_anchor o_knowledge_behavior_type_toc" data-oe-protected="true"> |
11 | | - <div class="o_knowledge_toc_content"> |
12 | | - <a href="#" data-oe-nodeid="0" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_0">Surveyor</a> |
13 | | - <a href="#" data-oe-nodeid="1" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_0">Business flows</a> |
14 | | - <a href="#" data-oe-nodeid="2" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_1">Flow 1: Request a Quote</a> |
15 | | - <a href="#" data-oe-nodeid="3" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_2">From the website</a> |
16 | | - <a href="#" data-oe-nodeid="4" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_2">Surveyor meets the client</a> |
17 | | - <a href="#" data-oe-nodeid="5" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_2">(From a phone call)</a> |
18 | | - <a href="#" data-oe-nodeid="6" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_1">Flow 2: Buy & deliver services</a> |
| 4 | + <p class="oe-hint" data-oe-version="1.0"><span class="display-4-fs"><strong>Land Surveyor</strong></span><br/></p><p>Welcome to your Odoo Land Surveyor package! This guide will help you manage your surveyor business efficiently, from managing your leads jobs to invoicing clients.</p><h2><span class="h1-fs">Basics</span></h2> |
| 5 | + <hr/> |
| 6 | + <p>Your Odoo Land Surveyor package includes essential apps to streamline your operations:</p> |
| 7 | + <ul> |
| 8 | + <li>Manage survey projects and tasks with the <strong>Project</strong> app </li><li>Track leads and opportunities with the <strong>CRM</strong> app </li><li>Create professional quotes with the <strong>Sales</strong> app </li><li>Store and manage plans with <strong>Documents</strong></li><li>Schedule site visits using the <strong>Appointment</strong> app </li></ul> |
| 9 | + <div class="o_editor_banner o_not_editable lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3" data-oe-protected="true"> |
| 10 | + <i class="o_editor_banner_icon mb-3 fst-normal">⚠️</i> |
| 11 | + <div class="w-100 px-3" data-oe-protected="false"> |
| 12 | + <p>If you want to easily discover every features of this package, try downloading the Demo Data.</p> |
| 13 | + <p>You can still do it by upgrading your package in Apps.</p> |
| 14 | + <p>Just be careful, once demo data are uploaded, it cannot be easily deleted. But you can restart a fresh database on <a href="http://Odoo.com/trial">Odoo.com/trial</a></p> |
19 | 15 | </div> |
20 | 16 | </div> |
21 | | - <p><br /></p> |
22 | | - <h1>Business flows</h1> |
23 | | - <h2>Flow 1: Request a Quote</h2> |
24 | | - <h3>From the website</h3> |
25 | | - <p><br /></p> |
26 | | - <p>Visit the Contact us page: This form will create an opportunity in the CRM, with the right information.</p> |
27 | | - <h3>Surveyor meets the client</h3> |
28 | | - <p>From the CRM, schedule a call or a meeting. Based on the client’s need, you can create a quotation using the quotation templates.</p> |
29 | | - <h3>(From a phone call)</h3> |
30 | | - <p>Quicker flow where the surveyor can directly create and send a quote to the lead.</p> |
31 | | - <h2>Flow 2: Buy & deliver services</h2> |
32 | | - <p>When the quote is signed by the customer, a dedicated project is created with all the services listed in the quotation as a task.</p> |
33 | | - <p>In Planning, the surveyor can allocate the task to each employee (himself, topographer or drawer).</p> |
34 | | - <p> |
35 | | - In all cases, a surveyor will deliver documents. Therefore an integration with Documents is enabled to easily share the created documents and gather them if needed. To this intent a share link (share & upload) can be generated for |
36 | | - each project sub-workspace so that the customer has direct access to it. |
37 | | - </p> |
38 | | - <p>Once the final documents are delivered to the customer, the surveyor can send the final invoice potentially adapting the hours spent on each service.<br /></p> |
39 | | - </template> |
40 | | - |
41 | | - <record id="welcome_article" model="knowledge.article"> |
42 | | - <field name="cover_image_position">92.01000000000006</field> |
43 | | - <field name="cover_image_id" ref="knowledge_cover_8"/> |
44 | | - <field name="parent_path">3/</field> |
45 | | - <field name="internal_permission">write</field> |
46 | | - <field name="is_locked">True</field> |
47 | | - <field name="is_article_visible_by_everyone" eval="True"/> |
48 | | - <field name="sequence">3</field> |
49 | | - <field name="name">Surveying & Mapping</field> |
50 | | - <field name="icon">📐</field> |
51 | | - <field name="body"> |
52 | | - <![CDATA[]]> |
53 | | - </field> |
54 | | - </record> |
| 17 | + <h3><br/></h3><h3>Customer Management (CRM) 🤝</h3> |
| 18 | + <p>The CRM app helps track leads and manage customer relationships:</p> |
| 19 | + <ul> |
| 20 | + <li>Capture and qualify new service requests</li> |
| 21 | + <li>Track ongoing opportunities and estimates</li> |
| 22 | + <li>Store detailed customer history and preferences</li> |
| 23 | + <li>Follow up on quotes and maintenance reminders</li> |
| 24 | + <li>Monitor your sales pipeline</li> |
| 25 | + </ul> |
| 26 | + <p><a class="btn btn-outline-primary" href="https://www.odoo.com/documentation/latest/applications/sales/crm.html">🎓 CRM</a></p> |
| 27 | + <p><br/></p> |
| 28 | + <h3>Appointment Scheduling 📅</h3> |
| 29 | + <p>The Appointment app streamlines your booking process:</p> |
| 30 | + <ul> |
| 31 | + <li>Set up different appointment types for various services</li> |
| 32 | + <li>Define your availability and working hours</li> |
| 33 | + <li>Enable online booking for clients</li> |
| 34 | + <li>Send automatic reminders and confirmations</li> |
| 35 | + </ul> |
| 36 | + <p><br/></p> |
| 37 | + <h3>Sales & Quoting 💰</h3> |
| 38 | + <p>The Sales app helps create professional quotes:</p> |
| 39 | + <ul> |
| 40 | + <li>Build detailed estimates for complex jobs</li> |
| 41 | + <li>Include materials and labor costs</li> |
| 42 | + <li>Set up standard pricing for common services</li> |
| 43 | + <li>Track quote acceptance and conversion rates</li> |
| 44 | + <li>Generate professional-looking documents</li> |
| 45 | + </ul> |
| 46 | + <p><a href="https://www.odoo.com/documentation/latest/applications/sales/sales.html" class="btn btn-outline-primary">🎓 Sales</a></p><p><br/></p> |
| 47 | + <h3>Time Tracking ⏱️</h3> |
| 48 | + <p>The Timesheet app helps monitor job efficiency:</p> |
| 49 | + <ul> |
| 50 | + <li>Log time spent on each service call</li> |
| 51 | + <li>Track travel time between jobs</li> |
| 52 | + <li>Monitor technician productivity</li> |
| 53 | + <li>Generate accurate billing based on time</li> |
| 54 | + <li>Analyse job profitability</li> |
| 55 | + </ul> |
| 56 | + <p><a class="btn btn-outline-primary" href="https://www.odoo.com/documentation/latest/applications/services/timesheets.html">🎓 Timesheets</a></p><p><br/></p><h3>Survey Projects 📊 </h3><ul><li>Create project templates for different survey types </li><li>Track progress through survey phases </li><li>Store and organize survey data </li><li>Generate and share final deliverables</li></ul><p><a href="https://www.odoo.com/documentation/latest/applications/services/project.html" class="btn btn-outline-primary">🎓 Project</a></p><p><br/></p><h3>Document Management 📋 </h3><ul><li>Store survey plans securely </li><li>Organize property documentation </li><li>Maintain digital archives </li><li>Share deliverables professionally</li></ul><p><a href="https://www.odoo.com/documentation/latest/applications/productivity/documents.html?highlight=document" class="btn btn-outline-primary">🎓 Documents</a></p><p><br/></p><h1>Do You Want to Go Further?</h1> |
| 57 | + <hr/> |
| 58 | + <p>Odoo offers additional possibilities to enhance your Land Surveyor business:</p> |
| 59 | + <ul> |
| 60 | + <li>Start receiving quote requests and showcase your services online with the <strong>Website</strong> app</li><li>Plan your team's schedules efficiently with <strong>Planning</strong></li><li>Send site visit reminders with <strong>SMS Marketing</strong></li></ul><p>These features can be added to your current subscription. Feel free to explore and expand your Odoo experience!</p> |
| 61 | + <div class="o_editor_banner o_not_editable lh-1 d-flex align-items-center alert alert-info pb-0 pt-3" data-oe-protected="true"> |
| 62 | + <i class="o_editor_banner_icon mb-3 fst-normal">🚀</i> |
| 63 | + <div class="w-100 px-3" data-oe-protected="false"> |
| 64 | + <p>Would you like to discuss your Odoo setup with us or explore more features?</p> |
| 65 | + <p><a href="https://www.odoo.com/contactus" class="btn btn-primary">Reach us</a><br/></p> |
| 66 | + </div> |
| 67 | + </div><p><br/></p> |
| 68 | + </template> |
| 69 | + <record id="welcome_article" model="knowledge.article"> |
| 70 | + <field name="name">Land Surveyor</field> |
| 71 | + <field name="icon">📐</field> |
| 72 | + <field name="cover_image_position">25.6815673828125</field> |
| 73 | + <field name="internal_permission">write</field> |
| 74 | + <field name="sequence">16</field> |
| 75 | + <field name="last_edition_uid" ref="base.user_admin"/> |
| 76 | + <field name="is_article_visible_by_everyone" eval="True"/> |
| 77 | + </record> |
55 | 78 | </odoo> |
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