Worksheets

Estimated reading: 2 minutes 6 views

Introduction

Field technicians often need structured forms to record their work. Odoo Worksheets make it easy to guide service teams through their tasks, capture important details, and ensure consistent reporting.

With worksheets, you can:

  • Provide step-by-step instructions.

  • Add to-do lists, checkboxes, and blank fields for data entry.

  • Insert images, links, and files for reference.

  • Standardize reporting with custom worksheet templates.

This not only improves efficiency but also guarantees accuracy for repeated services.

Step-by-Step Instructions

 

1. Enable Worksheets in Field Service

  • Go to Field Service → Configuration → Settings.

  • Under Worksheets, enable the feature.

  • Click Save.

Warning: Worksheets are designed with Odoo Studio. Activating this feature installs the Studio app, which may affect your subscription plan.

 

2. Create a Worksheet Template

  • Navigate to Field Service → Configuration → Worksheet Templates.

  • Click New and give your template a name.

  • Save it, then click Design Template to open Studio.

Inside Studio:

  • Drag and drop fields from the left-hand column into your worksheet.

  • Rearrange fields by dragging them into the desired order.

  • Click any field to edit its properties.

When finished, click Close in the top-right corner to exit Studio.

Related: Fields and widgets in Studio

 

3. Add a Worksheet Template to a Task

  • Open a Field Service task.

  • Select a Worksheet Template from the dropdown.

  • Click Save.

By default, the Default Worksheet is applied. To set another template as default:

  • Hover over the Project field on the task form.

  • Click the ➔ icon.

  • In the Project Settings tab, scroll to Field Service → Worksheet Template.

  • Choose your preferred default template.

4. Complete Worksheets On-Site

  • Open the task on your device.

  • Click the Worksheet smart button.

  • Fill out the required fields and save.

Notes:

  • Once saved, the button changes to Worksheet Complete (even if some fields are left blank).

Fields marked as Required must be filled before saving.

Tips

  • Create different templates for different service types (installation, maintenance, inspection).

  • Use checkboxes and bullet points for quick on-site reporting.

  • Add images or file uploads for richer documentation.

  • Define default templates at the project level to avoid manual selection each time.

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