Odoo has introduced a new app called Field service management in version 13. This app is useful to plan, assign, perform and asses the customer field service task effectively. And also provide a platform for analyzing and evaluating the progress of your business.

1. Field Service Management in Odoo 13
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2. INTRODUCTION
● Odoo has introduced a new app called Field service management in
version 13.
● This app is useful to plan, assign, perform and asses the customer field
service task effectively.
● And also provide a platform for analysing and evaluating the progress of
your business.

3. ● Install Field Service module from apps.

4. ● We can see all the task from the Dashboard.

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

6. ● Click the start button for run the timer.

7. ● To Pause the timer click PAUSE button.

8. ● We can resume the timer by clicking RESUME button.

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

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

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

12. ● Click Create button to add timesheet.

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

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

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

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

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

18. ● Now you can see the worksheet is completed.

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

20. ● Sign the report by clicking SIGN REPORT button.

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

22. ● We can see the selected product in the invoice.

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

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

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

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

27. ● Under the settings we can enable different features.

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

29. Cybrosys Technologies
Pvt. Ltd.
1st Floor, Thapasya
Building,
Infopark, Kakkanad,
Kochi, Kerala,
India-682030.
Cybrosys Technologies
Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, Kerala,
India-682030.
Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park,
Kakkancherry,
Calicut University P.O.
Calicut Kerala, India - 673635.
Cybrosys Ltd
Cybrosys Limited
Alpha House, 100 Borough High
Street, London, Greater London,
SE1 1LB, United Kingdom
Thank You !
Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad, Kochi,
India - 682030.