How to Create & Customize Worksheet Template in Odoo 18 Field Service | Odoo 18 Functional Tutorials – CBMS Odoo ERP

How to Create & Customize Worksheet Template in Odoo 18 Field Service | Odoo 18 Functional Tutorials – CBMS Odoo ERP

0 minutes, 47 seconds Read

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

#Odoo18 #OdooFieldService #Odoo18Tutorials #Odoo18NewFeatures #FieldServiceWorksheets #OdooWorksheets #Odoo18FunctionalTutorial #OdooERP #OdooTraining #OdooTips #OpenSourceERP #OdooFieldService #OdooTutorial #WorksheetTemplate #OdooCustomization #FieldServiceManagement #OdooFunctional #ERP #BusinessSoftware #FieldService #OdooCommunity

Connect With Us:
—————————————
➡️ Website:
➡️ Email: info@cybrosys.com
➡️ Twitter:
➡️ LinkedIn:
➡️ Facebook:
➡️ Instagram:
➡️ Pinterest:

#Create #Customize #Worksheet #Template #Odoo #Field #Service #Odoo #Functional #Tutorials

Similar Posts