Planning an itinerary

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Odoo Field Service can show a technician’s tasks on a map and arrange them into an itinerary, helping field teams see where they need to go next. Connecting Odoo to Mapbox unlocks this map view.

How to connect Odoo with Mapbox

  1. Create or sign in to an account at mapbox.com and create an access token.
  2. Go to the Access Tokens page on Mapbox and copy the token.
  3. In Odoo, open the Settings app, scroll to the Integrations section, paste the token into the Map Routes field, and click Save.

How to display your itinerary

  1. Go to Field Service > My Tasks > Map.
  2. Odoo sorts your tasks by their Planned Date to build an itinerary from one location to the next.

Click View in Google Maps to open the itinerary in Google Maps, with your current location as the starting point. A task only appears on the map if its customer has a valid address.

Navigating and managing tasks on the map

By default, the map shows only today’s tasks. Remove the Today filter in the search bar to see all tasks, listed by date in the left-hand column. Click a task in that list, or its pin on the map, to open it or click Navigate to for directions from your current location.

Frequently asked questions

What has to be true for a task to appear on the map?

The customer linked to the task must have a valid address, otherwise the task will not be plotted.

Does the map show every task by default?

No, by default it shows only today’s tasks. Remove the Today filter in the search bar to see all tasks, sorted by date in the left column.

Need help?

Need help setting up map based itinerary planning in Odoo Field Service? Contact support@thoughtlogik.com or see our Odoo implementation services.

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