One of the most important aspects of a service provider company's commercial operations is field service. Field service activities must be efficiently managed in order to keep up good client relations. Customer happiness is the main objective of any type of business, and in order to do this, you must make sure that your clients are receiving high-quality service. In the context of field service operations, it includes a number of time-consuming duties such as task scheduling, product maintenance, employee assignment, quotation creation, etc. Simply switching to the Odoo 16 Field Service management system will allow you to manage all of your field service activities from any location.
For a business to develop, maintaining positive customer interactions is necessary. By increasing the productivity of field staff, the Field Service Management module in Odoo 16 helps you provide customers with no problems. This module could well be totally trusted to oversee on-site work. You can use this module to assign tasks to employees, book appointments, plan routes, make worksheets, produce invoices, and sell goods.
Features
The Field Service module is available for download from the Odoo Appstore. You can easily search and find the icon for the Field Service module in the Odoo main dashboard after the installation is complete.
When you start the module, the main menu bar will have options for My Tasks, All Tasks, Planning, Reporting, and Configuration.
Tasks
All configured field services allocated to you will be displayed on the My Tasks platform. This platform offers views for Kanban, Map, Calendar, List, Gantt, and Activities. You can make use of the standard and programmable tools offered in the Filters and Group By choices to categorise the tasks on this platform according to certain criteria.
Using the Edit button, picking the appropriate task from the provided list makes editing tasks simple. The Create button in this module makes it simple to create new tasks.
In the Field Service module, you must include the Task Title, Project, Worksheet Template, Assignees, Customer, Planned Date, and Tags when creating a new task. To provide more information about the assignment, you will also get extra fields like the Description, Timesheets, and Extra Info tab. Once the task is created, you may email the worksheet to the affected clients and obtain their signatures. You can create an invoice and mark the assignment as Done after the field service is complete.
The All Tasks option, as seen below, contains a list of all tasks produced for various field services using Odoo. Depending on your needs, you can change this window's views to include List, Kanban, Pivot, Map, Calendar, Gantt, Graphical, and Activity views.
The information for the Title, Worksheet Template, Project, Customer, Assignees, Company, Start Date, End Date, Next Activity, and Tags is displayed in the List view of this platform. Using the Create icon from this window, you may also create new tasks.
To Invoice and To Schedule are two more options on the All Task menu. The "To Invoice" option will take you to a new platform where a list of all the tasks required to create invoices will be displayed.
Planning
The choices to display all tasks in a Gantt view based on the user, Project, and worksheet are available in the Planning menu of the Odoo Field Service module. Using the Add button on this platform, it is simple to schedule tasks for a specific day and allocate them to the appropriate personnel.
All scheduled tasks with regard to the designated employees will be displayed in the Planning By User window. On the basis of Day, Week, Month, and Year, the perspective can be changed. In the Planning By Project and Planning By Worksheet choices, you will receive information on the scheduled tasks based on the project and worksheet, respectively.
Viewable projects can be found here. The Name, Default Worksheet, Company, Start Date, End Date, Project Manager, and Status are all included in the List view of projects. You can use the Create button to start new projects on this platform.
The same process used to create projects in the Project module of Odoo 16 can also be used to create new projects on this platform. After creating projects, you can set them up to accept new tasks, which will add the tasks to the designated project.
Stage
You can understand the progress of each field service work separately in the Field Service module by assigning phases to the tasks.
You can select the Stages option from the Configuration menu to create and manage task stages.
You can see a list of the stages that are currently in use along with information on each stage's Name, Projects, Folded in Kanban, and Stage Owner. Using the Build button, you can quickly create a new stage and assign tasks to it.
Worksheet Template
The Field Service module gives you the opportunity to add a Worksheet Template when you create a new task for that specific activity. From the Worksheet Templates menu item in the Configuration menu, you can make a new one.
This platform's List view displays worksheet templates that have previously been produced together with information on the Name, Companies, Worksheets, and Color. Make a new worksheet template using the Create button.
You will also have the chance to customise the template after it has been created.
Tags
From the Tags platform found under the Configuration menu, you can easily create new tags for the field service activities. Using tags will make it easier for you to find a specific activity. You could specify the name and choose the colour for the tag by using the Create button.
Task Evaluation
The Task Analysis option is available in the Field Service module's Reporting menu, and it will let you build reports regarding the tasks you've established there. The Effective Hours, Planned Hours, Progress, Remaining Hours, Working Days to Assign, Working Days to Close, Working Hours to Assign, and Working Hours to Close fields can be used to build reports regarding projects.
The reporting platform will provide graphical and pivot representations of the task analysis. You can use this module to manage tasks in field service operations effectively. This article provided a full description of the Field Service module in Odoo.