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Field Service Workflow & Task Management Odoo | Field Service, Project & Maintenance Management for Odoo

by
Odoo

$ 350.26

v 19.0 Third Party 2
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Discuss (mail)
• Employees (hr)
• Inventory (stock)
• Purchase (purchase)
• Invoicing (account)
• Website (website)
• Sales (sale_management)
Community Apps Dependencies
Lines of code 2718
Technical Name field_service_management_odoo
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Discuss (mail)
• Employees (hr)
• Inventory (stock)
• Purchase (purchase)
• Invoicing (account)
• Website (website)
• Sales (sale_management)
Community Apps Dependencies
Lines of code 2718
Technical Name field_service_management_odoo
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 16.0 17.0 18.0 19.0

Complete Field Service Management for Odoo Community | Tasks, Estimates, and Material Requisitions

Manage Field Service Tasks, Sales Estimates, and Customer Signatures | Odoo Community Edition

All in One Field Service Solution for Odoo | Task Management, Estimate Approval, and Material Requests

Field Service Management for Odoo Community is a comprehensive solution designed to streamline and optimize your field operations by seamlessly integrating service tasks with project management, sales, and inventory processes. It enables businesses to efficiently create, track, and manage field service tasks through structured workflows, while empowering technicians, engineers, and project teams to collaborate in real time. The module supports the creation of sales estimates directly from service tasks, includes approval workflows, and allows customers to review and sign estimates online through the portal. Additionally, it provides robust material requisition management to ensure timely resource planning. With complete integration across tasks, projects, sales, and materials, this solution delivers full visibility and control over your field service operations within the Odoo Community environment.

This app enables project users, technicians, and field engineers to easily create and manage field service tasks. Users can also prepare, manage, and send sales estimates to customers for approval. Customers can review estimates directly from the website portal, confirm them, and provide their signature online. In addition, project users, technicians, and field engineers can create multiple material requisitions for the projects and field service jobs they are working on, helping them efficiently manage required materials and resources.

Main Features:

  • Field Service Task Management:
    • Create and manage field service tasks using the standard project task model
    • Track service requests from creation to completion
    • Define and manage workflow stages such as New Request, Confirmed, Scheduled, In Progress, and Done
    • Support both Kanban and List views for efficient task tracking
  • Team Collaboration and Workflow:
    • Enable technicians, field engineers, project users, and project managers to collaborate seamlessly
    • Improve coordination between project teams, service staff, sales teams, and customers
    • Link tasks with related documents and processes for better visibility
  • Sales Estimates from Field Tasks:
    • Create and send sales estimates directly from field service tasks
    • Allow project users, sales teams, technicians, and engineers to prepare and manage estimates
    • Support internal approval workflows before sending to customers
  • Customer Approval and Portal Access:
    • Allow customers to view estimates through the website portal
    • Enable online acceptance and digital signature of estimates
    • Store customer signatures securely in the backend for tracking and compliance
  • Material Requisition Management:
    • Create and manage multiple material requisitions linked to tasks and projects
    • Allow technicians and engineers to request required materials via requisition forms
    • Ensure better planning and availability of materials for service execution
  • Integrated Service Management:
    • Link field service tasks with projects, sales estimates, and material requisitions
    • Use smart buttons for quick navigation between related records
    • Provide a centralized view of all service related activities
  • For more details, please watch the video and review the screenshots below.

Edition Compatibility:


Community

Login with Marc Demo Example [Project User / Technician / Field Engineer]

Display Field Service Menu in Application

Display Field Services Menu in Field Service Application

Kanban View for Field Service Tasks

List View for Field Service Tasks

Display Is Field Service Field in Field Service Form View

Add New Stage for Field Service Tasks

Field Service Task Service Request Stage

Field Service Task Confirm Service Request Stage

Field Service Task Schedule Service Stage

Add Estimate Smart Button to Field Service Form View

Open Sales Estimate from Field Service Task

Sales Estimate Form View

Display Field Service Field on Sales Estimate Form

Login with Joel Willis [Portal User / Customer]

Customer Portal Your Estimates Menu After Login

Portal View of Customer Estimates List

Sales Estimate Form View with Sign and Accept Button

Customer Signature Popup for Estimate Approval

Display Customer Signature on Sales Estimate Form View in Portal

Login With Marc Demo [Project User / Technician / Engineer]

Sale Estimate Form View with Customer Signature Store in Backend

Field Service Task Service In Progress Stage

Material Requisition Smart Button on Field Service Form

Open Material Requisitions from Field Service Task

Project and Task on Material Requisition Form

Field Service Done Stage after Finish

Sales Estimate Menu

Sales Estimate List View

Sales Estimate Form View

Material Requisition Menu

Material Requisition List View

Material Requisition Form View

Contact / Support
 Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

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  • Odoo Support

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  • Odoo Customization

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  • Odoo Migration

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  • Odoo Training

    •  
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.

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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,
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