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Document Portal for Job Costing and Contracting

120.00 150.00

Required Apps
  • bi_odoo_document_version
  • bi_document_customer_portal
  • bi_material_purchase_requisitions
  • bi_odoo_job_costing_management
  • bi_document_directory_extinsion_security
  • bi_document
  • bi_subtask
Technical Name
bi_job_costing_contract_document
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Enhance collaboration and transparency in your construction and contracting projects with the Document Portal for Job Costing. This powerful application provides a secure and centralized online portal for your clients to access all their essential project documents. By integrating a sophisticated document management system directly with your job costing and contracting modules, you can streamline communication and ensure that stakeholders have immediate access to the latest information, including job cost sheets, job orders, invoices, and other critical files. This module is designed to improve project efficiency, reduce administrative overhead, and provide a superior client experience.

  • Provides a secure online portal for clients to view and download project documents.

  • Integrates seamlessly with job cost sheets and job orders for easy document access.

  • Supports a comprehensive document management system with versioning and numbering.

  • Allows for the creation of structured directories with tags for easy organization.

  • Enables secure document sharing for both customers and suppliers.

  • Documents can be attached directly to job cost sheets and job orders via smart buttons.

  • Portal users can easily navigate through directories and download necessary files.

  • Improves communication and transparency with clients and subcontractors.

  • Reduces administrative workload by providing a self-service document portal.

  • Enhances project organization with a centralized and structured document repository.

  • Strengthens security by controlling access to sensitive project information.

  • Ensures all stakeholders are working with the most up-to-date documents.

  • Increases client satisfaction by providing a professional and convenient platform.

Secure Document Portal Access Apps

Attach and Manage Project Files Apps

Job Documents in Customer Portal Apps

Customer and Vendor Document Access Apps

Document Management for Job Contracting and Construction apps show related documents from Job Cost Sheet and Job Order.You can download the documents from the portal. Customer Document Portal for Job Costing Apps allows Construction customer portal user to download documents from Online web Portal with My Account page. This module Allow downloading the documents assigned by the manager DMS for customer/client in project management. After installing this apps portal user can able to access his/her assigned document from the webportal under my account page such as invoice, sales order, bill etc. This module works for both customer and supplier both portal. This module is complete setup for DMS - Document management system which provides DMS for attachment along with document versioning, numbering, directory extension, document tags , document security and document web portal access for document system.

Directory Tags

Document Tags

Parent Directory tree view

Parent Directory form view

Directory tree view

Directory form view

My Documents

All Documents

Job Cost Sheet with Documents

Documents attached with the the Job Cost Sheet through smart button in the form

Job Order with Documents

Documents attached with the the Job Order through smart button in the form

My Document in the portal view

Directory view from My Document in the portal

List of document in the directory

Download the document from portal