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. […]

Under Warranty in Odoo 18 Field Service | Odoo 18 Field Service Management | Odoo 18 New Features – CBMS Odoo ERP

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 […]

How to Manage SLA Policy in Odoo 17 Helpdesk | Service Level Agreements (SLA) – Odoo 17 Helpdesk – CBMS Odoo ERP

An agreement between a business or individual that offers a service and the customer who pays for the service or product is influenced by the SLA, or service level agreement policy. #odoo17 Video Chapters 00:00 Introduction 00:27 Helpdesk team 01:27 SLA Policy 03:07 Create a ticket SLAs are not contracts in and of themselves; rather, […]

Subcontract Service in Odoo 17 ERP | Odoo 17 Features – CBMS Odoo ERP

This feature allows to subcontract a service.  As a customer demand for service and made an order a purchase order will automatically creates #odoo17 #odoo17features #odootutorials #odootips Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Subcontract #Service #Odoo #ERP #Odoo #Features

How to Manage Onsite Interventions Using Odoo 16 Project App | Manage Field Service in Odoo 16 – CBMS Odoo ERP

Indeed, we have a real-time example: Michel is an employee of my company in San Francisco, he needs to arrange an onsite visit for the project kitchen renovation. While visiting the site employee would carry out certain products purpose renovations. First, configure the project and enable field service from project settings. #odoo16 #odoofunctionalvideos #odooapps Video Chapters […]

How to Customize Worksheet in Odoo 16 Field Service | Create Worksheet in Odoo 16 – CBMS Odoo ERP

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. […]

Reporting in Odoo 16 Field Service Management | Odoo 16 Enterprise Edition | Odoo 16 – Field Service – CBMS Odoo ERP

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 […]

Employee Self Service & Maintenance Management Using Odoo 15 Employee Module – CBMS Odoo ERP

Every organization ensures to maintain proper tasks for the employees. Self-management of employees is vital in the everyday routine of a company. Employees can connect with clients, coworkers, and managers with their developed skills. #odoofunctionalvideo With the help of an ERP, employees can make the right decisions for work planning. You can quickly handle all […]