Field Service App

Now users who work on the field have a feature of managing their task in Odoo 13. Odoo 13 introduces a new app for field worker in the industry.

So now task and project can be used for field workers.

Workers for on-site services such as home fieldwork, parts repair, repairing services,  delivery of products, installation, and construction, etc.. can use Odoo 13's upcoming feature field service for their management.

Let's Have a look for how Odoo Field Service App is Useful.

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Odoo image and text block

Planning in Field Service 

 In Odoo Field Service App user can easily plan their Task and Activities.

User Can filter tasks by User-wise and by their Project-wise.

User can also able to see their tasks for day-wise, week-wise, months-wise and week-wise.

 

Create Task in Field Service

In creating task user have to add a title for a task, Customer name and their necessary details, set project and add worksheet template.

This task on project stored information about worksheet on task, quotation on task invoice in task and time that the user spends.

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Odoo image and text block

Add Worksheet On task

User has to add worksheet on task.

Use can design its own worksheet template or use a default worksheet template.

worksheet have information about contact person and customer signature and contact person information, etc..

Before a user can worksheet he/she has to start a timer on a task because of that time shows the spent time. after that user can add worksheet on task.



Add Products

User can add products on using Products button.
Added products show on products button user can see on task.

User can add Multiple products on task.

After adding products on task the user can stop the timer using the Stop button on task.

It will show you spent time on task.



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Odoo image and text block

Spent time Display

 After adding products on task the user can stop the timer using the Stop button on task.

It will show you the spent time on task. and the user can add a description of their work.

User has to save it after that they can generate quotation as well.

Quotation and invoice on task

User can add new quotation on task and it will add a new quotation button on task and display quotation available on task.

On validate quotation, User can Crete Invoice for that quotation and it will display on that task.

User can create a log and send message to customer using Log Note and Send Message.

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Watch the video for more Information about Field Service Feature.


 
 

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