| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Contacts (contacts) • Discuss (mail) • Employees (hr) • Inventory (stock) • Invoicing (account) • Project (project) • Sales (sale_management) |
| Lines of code | 2774 |
| Technical Name |
jm_field_service_management |
| License | LGPL-3 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Contacts (contacts) • Discuss (mail) • Employees (hr) • Inventory (stock) • Invoicing (account) • Project (project) • Sales (sale_management) |
| Lines of code | 2774 |
| Technical Name |
jm_field_service_management |
| License | LGPL-3 |
| Versions | 18.0 19.0 |
Field Service Management
Complete FSM Workflow for Odoo 18 (Community & Enterprise)
Plan field work, track technicians, capture time and materials, enforce SLAs and checklists, get customer sign-off, and invoice—with premium list and kanban views built for operations teams.
Overview
Field Service Management is a full work order / task application for companies that install, repair, or maintain equipment on customer sites. It sits alongside Sales, Inventory, and Accounting so you can quote, deliver, sign off, and bill without spreadsheets.
Supervisors get My Tasks, All Tasks, and Planning (calendar) views; technicians and back-office users share one clear record per job with chatter, activities, and optional activity plans for repeatable follow-ups.
Key Features
- ✓ Work orders (tasks) — Draft → Planned → In Progress → Done with priorities, stages, tags, and sub-tasks.
- ✓ Teams & service locations — Organize coverage, link customers and contacts to sites.
- ✓ FSM projects — Project-style defaults: customer, manager, tags, worksheet template, service product, allocated hours, per-employee service lines (hourly cost).
- ✓ On-site timesheets — Lines per employee with hours, hourly cost, total cost; list column sums; drives labor on invoices.
- ✓ Materials & stock — Product lines, optional delivery transfer, dedicated list/form views for clarity.
- ✓ SLA & escalation — Response/resolution deadlines from team rules; status (On Track / At Risk / Breached); cron-based escalation activities.
- ✓ Preventive maintenance — Maintenance plans with scheduled generation of work orders.
- ✓ Checklists — Templates and mandatory items before closing a job.
- ✓ Worksheet & PDF service report — Rich worksheet on the order; printable report with optional customer signature image.
- ✓ Customer sign-off — Digital signature on the form plus Sign Report wizard (same signature widget).
- ✓ Sales & billing — Create quotation from the task, invoicing wizards (regular / down payment), per-employee labor lines on customer invoices, enhanced PDF layout (materials vs technician labor, subtotals).
- ✓ Premium UX — List and kanban with progress vs allocation (color rules), SLA badge or “no SLA” hint, next activity hints, reporting (pivot/graph).
Who It Helps
Ideal for IT field services, facility & equipment maintenance, HVAC / electrical installers, and any team that needs a single Odoo app for dispatch-style tasks, time & cost capture, and invoice-ready documentation—without paying for a separate FSM SaaS.
Step-by-Step Tour / Screenshots
1 Open the Field Service app
After installing the module, open Field Service from the app switcher. Use My Tasks for the supervisor’s own jobs, All Tasks for the full pipeline, and Planning for a calendar view of scheduled work.
2 Configure master data
Under Configuration, set up Teams (SLA hours, escalation, invoicing policy), Locations, Projects, Stages, Tags, Worksheet templates, and Activity plans so new work orders inherit the right defaults.
3 Create an FSM project
FSM Projects hold customer, project manager, default service product, allocated hours, tags, and service lines (employee ↔ hourly cost). Choosing a project on a work order fills customer, supervisor, worksheet template, and suggested rates.
4 Create and plan a work order
Create a task / work order: customer, location, planned dates, team, technicians, requested date (for SLA), checklist template, and optional sales order line link. Use header buttons to Plan and Start the job.
5 Log time and materials
On the Timesheets tab, add lines per employee with hours and hourly cost; footer shows Total Hours and Total Cost. Use Materials for products consumed and optionally generate a stock transfer.
6 Monitor from list & kanban
List view shows progress, next activity, tags, and SLA status. Kanban cards show burn vs allocated time with a color-coded progress bar, SLA pill (or info icon when no SLA is configured), and key dates—ideal for daily stand-ups.
7 Sign off and complete
Complete mandatory checklist items, capture a digital signature on the Customer Sign Off tab (or use Sign Report in the header), then Mark Done. The task won't be mark as Done if these two are not completed. The printable service report can include the signature image for your customer’s records.
8 Invoice the customer
Create a quotation from the task when needed, then use Create Invoice to bill materials and per-employee labor lines. The customer PDF can show Materials and products and a separate Technician labor table, plus subtotals before tax.
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