Field Service

Order Stages

The stage of an order is used to monitor its progress. Stages can be configured based on your company’s specific business needs. A basic set of order stages comes pre-configured for use.

1. Go to Field Service > Configuration > Stages
2. Create or edit a stage
3. Set the name for the stage.
4. Set the sequence order for the stage.
5. Select Order type to apply this stage to your orders.
6. Additonally, you can set a color for the stage.

Field Service Areas

You can manage designated areas or locales for your field service workers, salesmen, and other resources. For example, salesmen may serve a particular Territory. There may be multiple Territories served by a single Branch office location. Multiple Branches are managed within a District and these Districts are managed under an encompassing Region.

Advanced Configurations

Additional features, automations, and GeoEngine features can be enabled in the General Settings panel for Field Service.

1. Go to Field Service > Configuration > Settings
2. Enable additional options
3. Configure new options

Add Field Service Locations

Locations are the specific places where a field service order is performed.

1. Go to Field Service > Master Data > Locations
2. Create a location

You can also convert an existing contact:

1. Open the contact form
2. Go to the Field Service tab
3. Click Convert to FS Location

Or create a child contact with type Location under a customer; a related Field Service location is created automatically.

Add Field Service Workers

Workers are the people responsible for performing a field service order. These workers may be subcontractors or a company’s own employees.

1. Go to Field Service > Master Data > Workers
2. Create a worker

You can also convert an existing contact:

1. Open the contact form
2. Go to the Field Service tab
3. Click Convert to FS Worker

Process Orders

Once you have established your data, you can begin processing field service orders.

1. Go to Field Service > Dashboard > Orders
2. Create or select an order
3. Enter relevant details for the order
4. Process order through each stage as defined by your business requirements

Authors

• Gray Matter Logic

Contributors

• Gray Matter Logic:
  • Maxime Chambreuil <maxime.chambreuil@graymatterlogic.com>
• Wolfgang Hall <whall@graymatterlogic.com>
• Maxime Chambreuil <maxime.chambreuil@graymatterlogic.com>
• Steve Campbell <scampbell@graymatterlogic.com>
• Bhavesh Odedra <bodedra@graymatterlogic.com>
• Michael Allen <mallen@graymatterlogic.com>
• Sandip Mangukiya <smangukiya@graymatterlogic.com>
• Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
• Brian McMaster <brian@mcmpest.com>
• Raphaël Reverdy <raphael.reverdy@akretion.com>
• Ammar Officewala <ammar.o.serpentcs@gmail.com>
• Yves Goldberg <yves@ygol.com>
• Freni Patel <fpatel@graymatterlogic.com>
• Tecnativa:
  • Víctor Martínez
• Nils Coenen <nils.coenen@nico-solutions.de>
• Alex Comba <alex.comba@agilebg.com>
• APSL-Nagarro:
  • Bernat Obrador <bobrador@apsl.net>
  • Antoni Marroig <amarroig@apsl.net>
• Komit Consulting:
  • Truong Thi Kim Hoa <hoa-ttk@komit-consulting.com>

Other credits

The development of this module has been financially supported by:

• Gray Matter Logic <https://www.graymatterlogic.com>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

This module is part of the OCA/field-service project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.