Field Service - Sales - Recurring
This module allows you to sell recurring field services.
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/13.0/base_geoengine
Configuration
To setup a product for quoting and selling field service orders:
Go to Sales > Catalog > Products
Create or select a product
Set the Product Type to ‘Service’ under General Information tab
Under Invoicing tab, set the Field Service Tracking option
- Select the FSM Order Template that will be used for creating FSM Orders when
a Sale Order is confirmed with this product
Usage
Go to Sales
Create a new Quotation/Sale Order
Set the FSM Location to be used
On a Sale Order Line, select a product configured for field service orders
Confirm the Sale Order
Field Service Orders linked to SO lines are created
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
Open Source Integrators <https://www.opensourceintegrators.com>
Steve Campbell <scampbell@opensourceintegrators.com>
Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
Wolfgang Hall <whall@opensourceintegrators.com>
Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
Brian McMaster <brian@mcmpest.com>
Raphaël Reverdy <raphael.reverdy@akretion.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 maintainers:
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
Metadata
1 maintainer
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