How to Configure Task Management in Odoo 17 Field Service | How to Manage Task Creation in Odoo 17 – CBMS Odoo ERP

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 […]

How to Create Worksheet Template in Odoo 17 Field Service | Customize Worksheet in Odoo 17 – CBMS Odoo ERP

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. […]