外勤服务

From a sales order

允许您的销售团队开展现场干预,为您的客户创造无缝体验。他们可以收到一份报价单,在工作开始之前,他们必须首先批准该报价单。

转到 现场服务‣配置‣产品,然后创建或编辑产品。

  1. Under the General Information tab, select Service as Product Type.

  2. Under the Sales tab, select Timesheets on tasks as Service Invoicing Policy.

  3. Select Create a task in an existing project as Service Tracking.

  4. Select your Project.

  5. If you use them, select your Worksheet Template, and save.

Product configuration to create tasks from sales orders in Odoo Field Service

From the Sales app, create a quotation with the product and confirm it. A task is automatically set up under your Field Service project. It is directly accessible from the sales order.

Field Service task on a sales order in Odoo Sales

From helpdesk tickets

The integration with the Helpdesk app lets your helpdesk team manage intervention requests directly. Planning field service tasks from tickets speeds up your processes.

配置帮助台团队

Go to Helpdesk ‣ Configuration ‣ Helpdesk Teams. Select a team and enable Onsite Interventions.

Onsite interventions settings in Odoo Helpdesk

The helpdesk tickets of the team now display the Plan Intervention button. Click on it to create a new task under your field service project.

Plan intervention from helpdesk tickets in Odoo Helpdesk