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Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]
Odoo 17’s Field Service module offers robust tools to streamline on-site operations; worksheet templates are a cornerstone of this efficiency. These templates serve as pre-designed structures for the work orders that field technicians generate. A worksheet template is a blueprint outlining the key information a technician needs to gather or complete during a service call. […]
Under Warranty in Odoo 18 Field Service Before we dive into the specifics, it’s important to clarify what you mean by “Under Warranty” in the context of Odoo 18 Field Service. Are you referring to: Product Warranty: Tracking the warranty status of products involved in service calls or repairs. Service Contract Warranty: Managing warranty periods […]
This video covers the use and creation of Worksheet Templates in the Field Service application of Odoo 15. Worksheet Templates allow you to create a step in Field Service tasks where you can gather information and collect signatures from workers or clients. #odoo Creating a Worksheet Template Go to CONFIGURATION – WORKSHEET TEMPLATES. Here you’ll see the existing Worksheet Templates. […]
This video explains the reporting in Odoo 16. Like any other aspect of business management with Odoo, the platform allows users to create analytical reporting for the field service aspects. These reports can be viewed in bar, line, and pie charts depicting the quantitative analysis of each project and its tasks. #odoo16 #odooenterprise #odoofunctionalvideos Connect […]
Odoo ERP system provides a complete solution for the proper management of field service activities by presenting the field service module. Field Service encompasses all operations that happen outside a firm. #odoo15expenses Video Contents ————————- 00:00 Introduction 00:26 Create Sales Order 02:23 Goes to Field Service Module 02:37 Create Task 06:35 Create Invoice There are […]
In this video, we will take a look at the steps to create new tasks for field services in Odoo 15. #odoo15fieldservices Video Contents ———————— 00:00 Introduction to Odoo 15 Field Services 00:58 Create Task in Odoo 15 Field Service 02:15 Collaborative pad 03:57 Timesheet tab 06:32 Recurrence The Odoo ERP system includes customizable business […]
In this video, we will discuss how to record timesheets on the tasks field services in Odoo. The time recording feature available in the Odoo Field Service module is beneficial for the authorities to get accurate information about the timesheets of each employee on each task. #odoo15fieldservice Video Contents ————————- 00:00 Introduction 00:26 Goes to […]
Odoo ERP helps to run your business effectively and efficiently by providing the right tools. Odoo 14’s Field service module focuses on increasing productivity and visibility. #odoo15fieldservice Video Contents 00:00 Introduction 00:18 Goes to module 01:10 My task – Map 01:27 Configuration – Field service 02:38 Project 03:51 Stages 04:50 Worksheet Template 05:41 Product 06:12 […]
