Field Service Management (FSM)
A simple Field Service app built on Project Tasks (Odoo 19)
This module provides a clean Field Service workflow inside Odoo using Project/Tasks, allowing service teams to manage onsite jobs, scheduling, materials, timesheets, and customer confirmations — all from one place.
Key Features
- Dedicated Field Service application menu (separate app)
- Create and manage Field Service Tasks linked to Projects
- Technician assignment and scheduling (planned start/end)
- Track actual start/end time for service jobs
- Materials tracking (products used during a job)
- Timesheet integration for labor (if installed)
- Customer signature capture (job completion confirmation)
- Optional flow to create Sales Orders / Invoice from service tasks
How It Works
- Install the module.
- Open the Field Service app from the dashboard.
- Create a new service task and mark it as Field Service.
- Assign a technician, schedule planned dates, and add customer/site details.
- Add materials and timesheets (optional).
- Capture customer signature and mark the task done.
Configuration
Go to Settings and configure defaults:
- Default Field Service Project
- Default Labor Product (for timesheets)
- Materials / Timesheets → Sales Order policy (manual/auto)
Screenshots
Explore the key features and interfaces of the Field Service Management (FSM).
Field Service Orders List View
The image displays the Service Orders dashboard within the Odoo Field Service module. It shows a list of active tasks under the "In Progress" stage, featuring columns for Title, Technician, Planned Start/End times, Project, Assignees, Time Spent (25:00), and a Progress bar indicating 52% completion.
Field Service Task Form View
The Odoo Field Service Task Form View provides a comprehensive interface for managing individual service operations, as seen in the task titled "Test". At the top of the form, the workflow status is clearly marked as "In Progress," allowing users to track the real-time stage of the operation. The form is divided into several key data areas, including essential assignment details like the customer, the on-site contact, and the assigned technician, listed here.
Timesheet
Timesheets & Progress Tracking View serves as a centralized hub for monitoring the labor and resources dedicated to a specific service operation, such as the task titled "Test". This interface provides a transparent look at the Timesheets tab.
Material
Material Consumption & Resource Allocation view provides a detailed breakdown of the physical items utilized during a specific service operation.Within the dedicated Materials tab, the system records the consumption of specific products.This interface ensures total financial and logisitical transparency by linking material costs and quantities directly to the task's scheduling and performance data.
Customer Signature & Validation
Customer Signature & Validation view represents the final verification step in the service lifecycle, as shown for the task titled "Test". Within the Worksheet tab, the interface captures an electronic Customer Signature to confirm that the service has been performed to the client's satisfaction.By requiring a signature within the worksheet, Odoo ensures that field operations are formalised and documented, allowing the "Confirm Signature" action to trigger subsequent steps like final report generation or customer invoicing.
📧 Email: odoo@bbtech.ae | 📱 WhatsApp: +971 56 128 6321 | 🌐 Website: www.bbtech.ae
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Project (project) • Sales (sale_management) • Employees (hr) |
| Lines of code | 954 |
| Technical Name |
bb_fsm |
| License | OPL-1 |
| Website | https://bbtech.ae |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module
There are no ratings yet!
As an IT company I was looking for a Field Service option, this module does exactly what I need and dealing with the developer was super easy.