Struggling to create or customize worksheet templates in the Odoo Field Service module? This step-by-step tutorial will walk you through how to build, edit, and apply custom worksheets to your field tasks — the smart way. Whether you’re logging maintenance checks, inspection forms, or client sign-offs, this video shows you how to tailor Odoo worksheets to match your workflow.
In this video, you’ll learn:
– What is a worksheet template in Odoo Field Service
– How to create a new worksheet template
– How to customize fields (text, dropdowns, checkboxes, signatures)
– Linking worksheets to specific tasks or services
– Viewing completed worksheets and exporting PDF
– using worksheets on mobile for technicians
– Final thoughts and best practices
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