Field Services Management - Grégory Dethier, Functional Consultant, Odoo

1. • Odoo Swiss Knife
2019

2. You work in...
a type of business making intervention
on client site ?

4. We wanted to when going

5. ● Designed to work on mobile
● No heavy hardware required
● Fully integrated

6. ● Assign responsible
● Order tasks
● Organize tours

7. ● Record what you did
● Describe the intervention
● E-Signature by worker
● Easy customization (Studio)

8. ● Easy recording (Start/Stop)
● Measure time spent

9. ● Assign products to an
intervention
● Update the inventory

10. ● Send intervention report to
customer
● Online signature to accept
what has been done

11. Ensure you correctly invoice your
interventions
● Invoice the time spent
● Invoice the products used

12. ● Quote extra services or
materials easily

13. ● Email integration
○ Create tickets by mail
● Time Off integration
○ See when workers are off
● Use features from Project App
● Integrated with Inventory
○ Easy resupply

15. #odooexperience
2018
2019