Odoo Field Service App allows to assign any FS person to any FS order. For some organizations, they cannot assign any FS person to any order. They needs to manage the skills of the FS persons and reduce the list of potential FS persons on an order to avoid wrong assignment and mis-configuration. The skills of the selectable FS persons on a service order needs to match the required skills to perform the order.
This modules allows you to set skills on categories to automatically set those skills on the order. It also allows you to set the skills to the field service person with their level. On the order, the list of field service persons is filtered with the skills and the location so you can only assign the right person to the order.
Table of contents
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/11.0/base_geoengine
To configure this module, you need to:
- Create or edit your categories to set skills
- Create or edit your persons to set their skills and skill levels
- Create or edit your territories to set their field service persons
- Create or edit your locations to set their territories
To use this module, you need to:
- Create an order, set the template and the location
- The categories and skills are set based on the template.
- The field service person is set to the preferred person if skills matches.
- The list of field service persons is filtered with the one serving the location (using the territory) and having the skills
The roadmap of the Field Service application is documented on Github.
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 smashing it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
- Open Source Integrators
- Wolfgang Hall <[email protected]>
- Maxime Chambreuil <[email protected]>
- Steve Campbell <[email protected]>
The development of this module has been financially supported by:
- Open Source Integrators <https://opensourceintegrators.com>
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.