Odoo Field Service Module is a very useful tool that helps companies manage and track their onsite works or services effectively. Onsite services like field work, repairing services, delivery of products, installation, construction etc. can be tracked and managed using odoo’s FSM software.

Features of Odoo Field Service Management Module

• Create and Schedule Tasks/Appointments

• Assign tasks to employees

• Planning – By User, By Project, By Worksheet

• Track the working hours on tasks.
• Designing custom worksheets
• Effective inventory management & updating the stocks automatically
• Providing Quotations
• Invoicing for the services
• Electronic Signing of Reports

Let’s now examine the field service management feature in Odoo in more detail.

An easy-to-use dashboard

The dashboard features an easy-to-use Kanban view that straightforwardly displays all created tasks. Additionally, it offers a multitude of views, like as lists, Gantt charts, calendars, maps, and activity views, for completing a variety of activities.

• Kanban View: Use this tool to see your team’s work in its entirety, visually arranged according to dates or phases.
• Gantt View: This simple drag-and-drop interface makes it easy to manage tasks, assignees, and dependencies as well as modify task dates.
• List View: This view allows you to perform bulk actions, such as sending emails, messages, and reports, as well as rapid job archiving or deletion.
• Calendar View: With the calendar view, you may set up your schedule for the next day, week, or hour.
• Activity View: It’s easy to add new activities, manage pending ones, and identify any issues.
• Map View: To help you keep organized throughout the day, plan and plot your schedule on a map.

Additionally, you can use the filter option to retrieve data according to your requirements. In the upper left corner is the option to begin a new assignment. Clicking the “New” button brings up the screen below, where you can fill up all the job data.

Task Management

The following features are offered by Odoo to manage different field service tasks:

• Chatter: You can combine all of your activities into a single log. This suggests that every pertinent email exchange, phone call, meeting, reminder, and work note is contained within a task. In the assignment, you can also tag your colleagues, add media assets, react, and message-linked clients.
• Email Alias: When you send an email to a chosen alias, a new task is added to your pipeline.
• Automated Task Generation: Sales orders, help desk tickets, online forms, and email aliases are the methods via which automatic task generation takes place.
• Sales Order: An automatic task is generated each time a certain product is sold.
• Timesheets: An integrated timer records your working hours directly from the task menu. This allows you to check time logs right in the task chatter.
• Recurring tasks: Whether they involve maintenance or meetings, automate recurring tasks with simplicity.
• Help Desk Tickets: Support representatives can use tickets to create field service jobs.
• Web Form: Your clients can use online forms to create projects. Additionally, web forms can be customized to ensure data accuracy.
• Customization of Worksheet Templates: You can create worksheet templates with all the fields required to provide clients with comprehensive reports.
• Customer Reports: Following each activity, a customer report is generated that combines product data, timesheets, and a worksheet.

Sales and Invoices

The Odoo field service module streamlines inventory and sales administration.

• Precise Stock: Keep up-to-date inventory by assigning each team member a default warehouse and linking tracked products by lot or serial number to their assignments.
• Instant Invoices: Generate invoices straight from a task form. Bills automatically log the amount of labour and the products sold.

Record-keeping

With the reporting tool’s assistance, you can better manage your resources, keep an eye on performance, and improve field service operations to raise customer satisfaction.

• Pivot Tables: By creating pivot tables, you may assess the job that your team has performed. If you export these tables to a spreadsheet in the *.xls format, all of the data will be available.
• Task Analysis: Generate reports for every task based on the filters, time intervals, and measurements.
• Worksheet Analysis: Review the worksheets used in client reports to keep an eye on different parameters and learn about on-site work.

Odoo’s field service management module helps businesses improve the efficacy and efficiency of their field service operations. Odoo’s real-time updates, seamless communication, advanced reporting, and workforce management all contribute to enhanced business agility. Integrated inventory management and invoice preparation boost efficiency because no additional third-party programs are needed. Moreover, Odoo promises immediate access to all features.

Benefits of Odoo Field Service Module

• Efficient -planning and multi-project management
• Save time and money
• Increased customer satisfaction
• Use the app onsite, from anywhere
• Mobile friendly

Are you looking for a trustworthy partner for Odoo implementation in the UAE and Saudi Arabia? Look no further! Your search ends at Bassam. As an Odoo Silver Partner, Bassam offers unparalleled Odoo development services tailored to your specific needs. With over 140 projects successfully executed worldwide, we have proven our expertise in both developing and deploying unique ERP systems and understanding client objectives. Whether you’re in the UAE or Saudi Arabia, Bassam is your go-to partner for seamless Odoo implementation.