Desired Steps:
1. Win the client (DONE)
2. Create sales order (separate for each service the customer wants) (DONE)
3. Creating sales order auto-generates purchase order (DONE)
4. Find Service provider to deliver services (using external platforms e.g. Mable) (DONE)
5. Onboard selected provider: Register subcontractor using  customer portal on Odoo website
a. Registration questions can be seen in onboarding form currently used (see www.livingwellcaresupport.odoo.com/partner)
b. Must sign subcontractor agreement
c. Sign pricing for service agreement
6. Staff member must review registration and sign off.
7. Assign job to subcontractor
8. Send reminder email to customer and service provider prior to job, 24hrs prior to job.
9. Service provider delivers service and completes shift notes
10. We get confirmation that job is ready to invoice
11. Should get notification if shift notes not done within 24 hrs of job. Reminder also sent to subcontractor.
12. Invoice Let’s Get Care
13. Process subcontractor invoice.
a. Invoices from subcontractors who we hire through Mable will have to be processed differently
14. Send batch of shift notes to Let’s Get Care. They have a template for us to use for batch sending (they have not supplied yet)

Service Manager:
– Each sales order should be treated as a separate job.
– Be able to book appointments against a specific subcontractor
o be able to cancel/postpone/reschedule job.
– Have calendar where they can manage/visualise all bookings
– For compliance documents contractor and us must get notification of 3, 2, 1 months prior to expiry of documents
– Allow us to select single/multiple support workers and to send them new job requests for tender
– When subcontractor is assigned to job and signs on completely, send confirmation email to customer with details (name of subcontractor, appointment time etc, reminder to contact us if they need to cancel)
– Automated monthly email to customers to keep in touch with them
– Create to-do task for subcontractor manager to contact customers to see how they are doing, once a month
–
– Views:
o Shift notes view: for quick review and approval of shift notes.
 Maybe a green/red light system and or filter
 Shortlist of outstanding shift notes (beyond 24hrs from original appointment)
 Shift notes get sent directly to Let’s Get Care based on their template
o Advertising View: view of new services that need to be advertised.
o Subcontractor View: Search for subcontractors by
 location, availability, services offered, rates per service
o Active jobs/sales orders

– When we use external platform to tender jobs we get the contact details of subcontractors who we don’t eventually use. We might want to collect this information for building our own database

Accounting:
o Once job is confirmed as done by subcontractor, it should automatically create an invoice and send to Let’s Get Care if there are no variations to expected time.
 If there are variations, flagged for manual review
 If job not confirmed completed after 1hr of job end time, send subcontractor email
 If not confirmed within 3hrs flag staff for call to subcontractor
o Autogenerate vendor invoice. It will be in their portal. They need to upload their invoice and confirm our invoice so we don’t have to double enter their invoice but we have a copy of it.
 Invoice will only be confirmed (by us) if they have confirmed the job completion, completed their shift notes and uploaded their invoice.

Subcontractor Portal (use customer Portal)
– When onboarding we need to specify what platform they are onboarding from:
o Direct
o Mable
 If Mable then this changes the invoicing as we will get invoices from Mable which will be the supplier for the Vendor Invoice rather than the Subcontractor directly.
– Must be able to see their active jobs
o Some basic customer information
o Care Plan for customer
– Must be able to notify us of changes (e.g. rescheduling, cancellation)
– Contractor can tell us their availability
– Log shift notes/incident
– Update their personal details
o name, contact information, services offered, banking information and communication preferences as needed
– Upload photos against job
– Enter invoice

Posted On: May 02, 2024 06:13 UTC
Category: Full Stack Development
Skills:Odoo, Odoo Development

Country: Australia

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