Field Service - CRM
The module integrates the field service application with CRM opportunities. This can be useful in scenarios where onsite personnel are needed for evaluation or surveying before quoting.
Table of contents
Installation
To install Field Service and have the mapping features, you need to install GeoEngine.
Please refer to the installation instructions available at:- https://github.com/OCA/geospatial/tree/19.0/base_geoengine
Configuration
No configuration is needed.
Usage
User must have Field Service User permissions
Go to CRM app
Create a new Opportunity
Click the Create FSM Order button in the header to open a pre-filled order form, or click the FS Orders smart button to manage existing orders
Known issues / Roadmap
The roadmap of the Field Service application is documented on Github.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
-
Maxime Chambreuil <maxime.chambreuil@graymatterlogic.com>
Patrick Wilson <patrickraymondwilson@gmail.com>
Freni Patel <fpatel@graymatterlogic.com>
APSL:
Antoni Marroig <amarroig@apsl.net>
Other credits
The development of this module has been financially supported by:
Pavlov Media <https://www.pavlovmedia.com>
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainer:
This module is part of the OCA/field-service project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 maintainer
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