Field Service Management in Odoo 13

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Field Service Management in Odoo 13
www.cybrosys.com

INTRODUCTION
● Odoo has introduced a new app called Field service management in
version 13.
● This app is useful to plan, ...

● Install Field Service module from apps.

● We can see all the task from the Dashboard.

● We can create a new task by clicking the create button.
● provide a title and Fill the necessary field and click save bu...

● Click the start button for run the timer.

● To Pause the timer click PAUSE button.

● We can resume the timer by clicking RESUME button.

● If the work is done click Stop button to stop the timer.

● By clicking stop button a wizard will get popupped from where you can
specify the time and description then click save b...

● We can add timesheet for the task by clicking Time button.

● Click Create button to add timesheet.

● Select customer provide description and time duration and save the
changes.

● We can add worksheet and materials for the tak by clicking Worksheet and
Products button respectively.

● By clicking product button a product window is opened from the window we
can select the products and its quantity.

● From the task we can see the total selected materials quantity and its
associated price.

● By clicking worksheet button a worksheet form is opened.
● Provide the necessary details and save form.

● Now you can see the worksheet is completed.

● Click MARK AS DONE button when the task is done.

● Sign the report by clicking SIGN REPORT button.

● Create invoice for the task by clicking CREATE INVOICE button.

● We can see the selected product in the invoice.

● We can see the Task scheduled from
All Task -> To Schedule

● We can plan the task
○ By User
○ By Project
○ By Worksheet

● In the reporting section we can analyse the task using different graphs and
pivot view.

● From the configuration menu we can Create and view Project, Product and
Worksheet Template.

● Under the settings we can enable different features.

For more information, Watch the video: Field Service Management in Odoo 13

Cybrosys Technologies
Pvt. Ltd.
1st Floor, Thapasya
Building,
Infopark, Kakkanad,
Kochi, Kerala,
India-682030.
Cybrosys Te...

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