Customer service is the key factor in any business maintaining customer-company relationships. Planning and managing product maintenance, installation, etc. can be time-consuming. Odoo introduced Field Service Module for field workers in the industry to keep track of various components like Inventory Management, Scheduling, Vehicle tracking, Customer portals and much more of Field Operations.
Odoo Field service management (FSM) is a very useful tool which helps companies to manage and track their onsite works or services effectively. Onsite services like field work, repairing services, delivery of products, installation, construction etc. can be tracked and managed using odoo’s FSM software.
This module makes it simple to keep track of the services a company provides to its clients. After acquiring a product or service from a firm, the customer may require expert assistance in order to fully comprehend the product’s or service’s appropriate operation.
This module will assist you in creating new field service tasks, assigning personnel to the task, recording timesheets for each employee, monitoring task progress, invoicing time and material to the concerned customer, and many other duties.
To use this module first you have to install this module from the instance. Field service module is already installed for me, so I will just click on the icon of that.
In this module’s menu, you’ll find several additional configuration options for improving the module’s performance. For various field service jobs, you can use these tools to generate projects, stages, worksheet templates, goods, and tags. You can configure these options on the task while creating a new task in this module.
From the above image you can see the dashboard of the Field service module. It has My tasks, all tasks, planning, reporting and configuration section.
In this blog we will let you know how to plan and configure tasks in Odoo V15 Field Service Module.
Planning : You can plan the task by user, by project, by worksheet. Let’s talk about one by one. For reference you can see the screenshot below.
Planning of the task by user : You can find the by user in the planning tab of Field Service.
Field Service > Planning > By user.
Once you click on the By User button under the planning field, You can easily view all the tasks organized between different users.
Planning of task by Project : You can find the by project in the planning tab of Field Service.
Field Service > Planning > By Project.
Once you click on the by project button under the planning field, Here you can create many projects as per your business requirements and it is quick and easy to keep track of all the tasks in an organized way between various teams or locations.
Planning of task by worksheet : You can find the by worksheet in the planning tab of Field Service.
Field Service > Planning > By worksheet.
Once you create a WorkSheet on the task, You can create your own WorkSheet template or use the existing WorkSheet.
Reporting : You can also analyze work reports by Click on, Go to Field Service > Reporting.
Configuration : In this module’s menu, you’ll find several additional configuration options for improving the module’s performance. For various field service jobs, you can use these tools to generate projects, stages, worksheet templates, goods, and tags. You can configure these options on the task while creating a new task in this module. For reference you can see the screenshot below.
Projects : The operations of the field service can be defined as projects and the user can operate on them by performing tasks and activities concerning it.
You can assign different tasks to each project based on the activities involved in the field service operation. The Name, Default Worksheet, Company, Start Date, End Date, Project Manager, and Status of each project established in this module are displayed in the List view of the projects dashboard.
The user can create a new project for the field operations in the project menu accessible from the configuration tab. In the projects menu, all the field projects are being described and the user can create a new one.
In this window you can find the Name of the Project, Name of the Tasks, Project Manager, Customer, Planned Date, Tags and Company. The Description tab can be used to provide additional details.
In addition, the following option can be enabled or disabled according to the need of the project. You can mention the Analytic Account in the new project’s Settings tab to track the project’s cost and revenue. As you can see from the above screenshot there are three types of visibility.
- Invited employees : If you choose this option then invited employees are visible only.
- All employees : If you choose this option then all the employees will be visible.
- Invited portal users and all users : If you choose this option then you invited employees will be visible along with all employees.
Timesheets, Billable, Products on Tasks, Planning, Recurring Tasks, Worksheets, Sub-tasks, and Task Dependencies are just a few of the features that can be enabled to ensure superior performance.
under the invoicing menu, the invoicing aspects of the project can be configured based on the default option available.
Stages : You can find setages under the configuration tab of the field service module. When you click on the stages you can see the list of stages which are already created as stage’s Name, Project, and Stage Owner are included in the list, for reference you can see the screenshot below.
If you want then you can create a new stage with the help of the “Create button”. When you click on the Create button, a new window will appear. You have to fill in the details, you can fold them in the Kanban view by selecting the Folded in Kanban option, and save the stage.
Worksheet Template : Worksheet templates are useful for keeping track of the work of allocated personnel on a certain assignment or project. You can find a worksheet template under the configuration tab. Here the template name and the company allocated with it can be specified along with a color selected for illustration.
You can create a new worksheet template with the help of the create button.
In the provided fields, enter the Name, Companies, and a color for the template. You’ll see the Design Template option when you save the new template, as shown in the screenshot below.
This button will help you to create a worksheet template that fulfills your needs.
Tags : You can find tags under the configuration tab of the field service module. The user can define custom tags of the various tasks and their operations. Tags will always assist you in reducing the time and effort required for finding and sorting. When you click on the tags you can see the list of tags which are already created. For reference you can see the screenshot below.
This way you can create a new tag and save this. For reference you can see the screenshot above.
Products : You can find products in the configuration tab of the field service module. To implement the assignment successfully, the assigned person may require several products and resources during field service. In the task box for each field service activity, you may keep track of the supplies and goods that were used.
You can create a new product with the help of the Create Button.
In this blog I have covered all the parameters related to the Field Service module and I hope you will find help with this. If you like to read more blogs written by us click on the Planet-Odoo