Odoo · Servicesindustry_fsmEnterprise

Field Service

Plan the field job, close it with a worksheet, invoice it

Field Service

Opens field service tasks, lays out the technician's route through the day, and links the material and time used to the invoice.

What it does

A field service task is opened by hand, from a sales order or from a helpdesk ticket. When a quotation with a service product is confirmed, the task is created in the field service project on its own, and you reach it from the Tasks button on the order. The technician fills in the worksheet on the task and adds the product used from the catalog; the products come out of the default warehouse. Field Service is Enterprise-only and requires an Odoo Enterprise subscription.

Creating tasks

A task is created manually from the Field Service app. When a quotation containing a service product is confirmed, a task is created automatically in the field service project; it is reached from the Tasks button on the order. If Helpdesk is installed, a field service task can also be created from a ticket.

Worksheets

Worksheet templates support checklist, bullet point, blank field, HTML, image, link and file attachment fields. The feature is enabled in the Field Service settings and installs the Studio app. A record cannot be completed until the fields marked as required are filled in.

Material and warehouse

Time and Material Invoicing is enabled in the settings; the technician uses the Products button to add the material used from the catalog, and the product total and amount on the task are updated. Sales orders created during a field intervention are always pulled from the default warehouse. Stock is updated automatically when the task is completed.

Map and itinerary

My Tasks > Map shows the day's tasks; the tasks are sorted by Planned Date to build the itinerary. If the customer has no valid address, the task does not appear on the map. View in Google Maps opens the itinerary starting from the current location; the Mapbox integration provides a detailed route.

We don't just install the module — we fit it to your business

ASON sets up the field task flow with its links to the sales order and the helpdesk ticket; prepares your worksheet templates from the forms you use in the field, defines the default warehouse and material invoicing, and shows your technicians the map view.

  • Setup & ConfigurationModeling and rollout tailored to your processes.
  • Data MigrationWe migrate your existing data without loss.
  • Team TrainingHands-on training and documentation.
  • Regulation & LocalizationTürkiye-specific compliance and integrations.

Technical scope

Odoo code: industry_fsm
Field Service is not in the Community edition — an Odoo Enterprise subscription is required
Task sources: manual, sales order, helpdesk ticket (if Helpdesk is installed)
Worksheet templates are designed with Studio (Studio is Enterprise as well)
A template is assigned to a task individually or set as the default at project level
Time and Material Invoicing setting
Products on field orders are pulled from the default warehouse
The default warehouse is set from the user preferences or from Settings > Users
Map view; Mapbox integration and a Google Maps link
A valid address on the customer is required for a task to appear on the map

Frequently asked questions

Is Field Service available in Odoo Community?

No. Field Service is Enterprise-only and requires an Odoo Enterprise subscription. When you switch on the worksheet feature, Studio comes into play as well, and Studio is part of Enterprise too. So the field service scenario is built on Enterprise. We put the subscription scope in writing at the quotation stage.

How is a field service task created?

A task is created manually from the Field Service app. When a quotation containing a service product is confirmed, a task is created automatically in the field service project; it is reached from the Tasks button on the order. If Helpdesk is installed, a field service task can also be created from a ticket. Helpdesk is an Enterprise-only module as well.

Can we adapt the worksheet to our own form?

Yes. Worksheet templates are designed with Studio's drag-and-drop interface; fields such as checklists, blank fields, images and file attachments are added. A template can be assigned to a single task or made the default at project level. Enabling the feature installs the Studio app; this may affect your subscription level.

How does the material used reach the invoice?

Time and Material Invoicing has to be enabled in the settings. The technician uses the Products button to add the material used from the catalog; the product total and amount on the task are updated. These lines are written to the sales order created during the field intervention and are invoiced from there.

Which warehouse is the material taken from?

Sales orders created during a field intervention are always pulled from the default warehouse. The default warehouse is set from the user preferences or from the Settings > Users screen, so it is defined per technician. Stock is updated automatically when the task is completed.

Can we lay out the technician's route through the day?

My Tasks > Map shows the day's tasks; the tasks are sorted by Planned Date to build the itinerary. View in Google Maps opens the itinerary starting from the current location. The Mapbox integration provides a detailed route. If the customer has no valid address, the task does not appear on the map.

Can the technician collect a customer signature, and is the field report sent to the customer?

We do not promise this. A customer signature and sending the field report to the customer were not confirmed on the Odoo documentation pages we reviewed. The fields filled in on the worksheet are held on the task record. If you need it, we research the topic separately during the scoping work.

See Field Service in your business

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Apps in the Services category

Projects, helpdesk, field service

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