Field Service

Odoo Field Service helps teams manage on-site work such as installations, repairs and maintenance visits. It suits businesses that send technicians or engineers out to customer sites and need to track tasks, time, products used and reports from a single system.

What Field Service does

Each on-site visit is tracked as a task, which can be created manually, from a confirmed sales order, or from a helpdesk ticket. Field workers can log the products they use, follow a planned itinerary between jobs, and complete worksheets to record what was done.

Main capabilities

• Manual and automatic task creation, including from sales orders and helpdesk tickets.
• A product catalogue and default warehouse so materials used on-site update stock and invoices automatically.
• Map based itinerary planning to help technicians move between jobs.
• Configurable worksheet templates for recording work done on-site.

Topics covered in this knowledge base

This section covers creating field service tasks, product management and default warehouses, planning an itinerary, and worksheets.

Frequently asked questions

Which app does Field Service work with for invoicing?

Field Service integrates with Sales, so time and materials recorded on a task can be added to a sales order and invoiced.

Can field workers see where they need to go next?

Yes, tasks can be shown on a map, sorted by planned date, with an option to open the itinerary in Google Maps.

Need help?

Need help setting up Odoo Field Service? Contact support@thoughtlogik.com or see our Odoo implementation services.