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production testing release for version 1.0.5
Secure client portal for quotes, orders, invoices, projects, tasks & timesheets.
Take full control of your Odoo business data on the go with Odoo Universal Portal. The powerful, secure mobile client portal is designed for real-time collaboration. Access your assigned quotations, sales orders, invoices, projects, tasks/job orders, and timesheets instantly from anywhere. Review documents, upload site updates with geo-tagged proof, communicate in context, and keep everyone aligned—without ever opening a browser or switching apps. Key Mobile Features: Quotations | Sales Orders | Invoices – Full Visibility & Interaction Instant scrollable lists of all your assigned quotations, confirmed orders, and invoices Tap any record to open a detailed, zoomable PDF view (line items, totals, taxes, terms & conditions) The one-tap Communication History button opens a secure embedded webview showing the complete real-time chatter thread—notes, updates, attachments, internal messages, client replies, and status changes Perfect for clients to review proposals, approve orders, download invoices, track payments, or ask questions instantly Addresses & Projects – Centralized Overview Easily view and manage saved partner addresses (billing, delivery, multiple site locations) with quick search Enter the Projects dashboard to see name, stage, deadline, responsible person, description, budget indicators View all linked tasks, milestones, timesheets, and documents in one place Ideal for project stakeholders and clients to monitor progress securely without backend access Tasks | Job Orders – Advanced Field Workflow for Remote Teams Personalized list filtered by user, project, stage, priority, or due date Tap any task to reveal a clean bottom sheet: title, description, assignee, planned hours, deadline, tags, attachment previews Two powerful fieldwork actions: Upload Media / Site Updates (perfect for construction, maintenance, inspections, delivery proof) Capture multiple photos or short videos (in-app camera or gallery) Auto-captures precise GPS location (latitude/longitude + optional reverse address lookup) In-app preview & edit: zoom, draw arrows/highlights, add text annotations, crop, rotate Add custom message/note Option to share externally (email/WhatsApp) before upload Securely upload as attachments and auto-post to the task’s chatter thread – notifies team & client instantly Watch Timesheet View full PDF timesheet report filtered exactly to this task ID (logged hours, employees, descriptions, billable status) One-tap jump to Communication History for approvals, adjustments, or discussions Track time vs. budget burn right on the task level – spot overruns early Timesheets – Quick Access & Oversight Dedicated list of your personal or project-linked timesheets Open detailed PDF previews (date, hours, task, description, billable status) Integrated chatter button to add notes, request approvals, or clarify entries Essential for freelancers/contractors submitting time or clients verifying billed hours Premium Shared Features Light & Dark themes Adjustable list view limits for smoother browsing Full-screen dedicated image viewer (pinch zoom, rotate, swipe through uploaded photo/video galleries) MPIN security layer for protected access Ideal for clients, project managers, field teams, and stakeholders needing real-time document access, visual progress updates, and efficient collaboration. Secure, fast, and built for business productivity. Upload site photos with geo-tags and notes directly into project discussions—keep everyone aligned without switching apps.