Field Service Module keeps track of many components of Field Operations such as Inventory Management, Scheduling, Vehicle Tracking, Customer Portals, and much more. Odoo Field service management is a powerful technology that enables businesses to easily manage and track their onsite projects and services. Fieldwork, repairing services, product delivery, installation, building, and other onsite services may be tracked and managed with this module.
In this module, many features can be used to create projects, stages, worksheet templates, products, and tags for a variety of field service jobs. While creating a new task, you can configure these options on the task. This module contains many options like My tasks, All Tasks, Planning, Reporting, and Configuration.
Planning: You have the option of planning the task by user, project, or worksheet.
Planning => By User
You can view all the tasks organized between different users by opening the By User option.
Planning => By Project
You may create as many projects as you need to meet your business needs, and it’s quick and easy to keep track of all work in an organized manner across several teams or locations.
Planning => By Worksheet
You can either design your Worksheet template or use the existing Worksheet once you’ve created a Worksheet on the task.
Reporting => Task Analysis
You can view the Task analysis in various measures using a Bar chart, Line chart, and Pie chart. Pivot view can be used to print the data into an excel spreadsheet based on the parameters and can be used for a variety of purposes.
Configuration: These tools can be used to create projects, stages, worksheet templates, items, and tags for a variety of field service jobs.
Configuration => Projects
Field service operations can be described as projects, and the user can work on them by performing tasks and activities related to them. Depending on the activities involved in the field service operation, you can allocate different duties to each project. In the List view of the projects, the Name, Default Worksheet, Company, Start Date, End Date, Project Manager, and Status of each project created in this module are displayed.
You can create a new project by using the create option.
Enter the Project Name, Task Name, Project Manager, Customer, Planned Date, Tags, and Company. Additional information can be added to the Description tab.
Depending on the project’s requirements, the following option can be activated or disabled in the settings tab. To track the project’s cost and revenue, mention the Analytic Account. The Visibility option can be selected. Timesheets, Billable, Products on Tasks, Worksheets, Planning, Recurring Tasks, Sub-tasks, and Task Dependencies are a few features that can be turned on to enhance productivity.
The project’s invoicing features can be adjusted using the default option provided under the invoicing menu.
Configuration => Stages
A list of stages that have already been created can be seen along with their stage Name, Project, and Stage Owner. To create new stages click the Create button. Fill in the details, and save the stage.
Configuration => Worksheet Templates
Worksheet templates are helpful for tracking the progress of assigned workers on a project or task. The name of the template and the firm that is assigned to it are given here, as well as a color for illustration.
With the help of the create button, you can create a new worksheet template.
Fill in the Name, and the Companies, and choose the color for the template. When you save the new template, a Design Template option appears. The Design template button will guide you through the process of creating a worksheet template that meets your requirements.
Configuration => Products
Several products and resources may be required by the allocated individual during field service to successfully complete the task. You can keep track of the materials and commodities used in the task box for each field service activity. With the Help of the Create Button, you may create a new product.
Configuration => Tags
Tags will always help you save time and effort when it comes to searching and categorizing items. When you click on the tags, a list of tags that have previously been made appears. New tags can be added using the create option.
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