Configuration

To configure mobile stages:

• Go to Field Service > Configuration > Stages.

• Enable Display in Mobile for stages that should appear in the mobile app.

• Enable Display in Odoo for stages that should appear on FSM orders in Odoo.

• Assign a server action on stages that require automated updates.

To configure automated actions tied to stage sequences, adjust the domain on each automation under Settings > Technical > Automation > Automated Actions.

To configure mobile features:

• Go to Field Service > Configuration > FSM Mobile Features.

• Select installed modules for the dynamic mobile menu.

• Activate a feature mapping record and assign security groups per feature line.

To allow a portal technician to use the mobile app:

• Create (or open) the portal user and add the Field Service Mobile / Portal Worker group (implies Portal).

• Link that user partner to an fsm.person worker.

• Assign orders to that worker (person_id / person_ids); record rules limit portal workers to their own orders.

• Default feature lines already include the portal worker group; adjust per-feature groups if you need a narrower mobile menu.

Upgrade note: FSM mobile ACLs are no longer granted to every Portal user. After upgrading this module, assign Portal Worker to each technician who should keep using the app; otherwise they lose access to orders, attachments, and sync APIs.

Usage

1. Open the Field Service application.

2. Under Configuration, open FSM Mobile Features.

3. Select installed modules and feature lines for the mobile menu.

4. Assign security groups to control which features each user can access.

5. Activate the desired feature mapping record.

Portal technicians must be in the Field Service Mobile / Portal Worker group. They then see only orders assigned to their linked fsm.person, plus the features and attachments allowed by the active feature mapping and stock visibility settings.

{
  "jsonrpc": "2.0",
  "method": "call",
  "params": {
    "order_id": 12,
    "order": {"stage_id": 5, "resolution": "Done"},
    "clocks": [
      {
        "stage_id": 6,
        "start_datetime": "2026-07-24 15:00:00",
        "duration": 0.5,
        "total_duration": 1.0
      }
    ],
    "signature": {
      "signed_by": "Jane Doe",
      "signature": "<base64 png>"
    }
  }
}

{
  "params": {
    "since": "2026-07-24 00:00:00",
    "limit": 80,
    "offset": 0
  }
}

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