Odoo Field Service

Optimization of deployment planning: 

With the Odoo Field Service module, you can automatically assign tasks to field staff. You can schedule these tasks based on priorities, skills, availability, or geographic location. It can also be used for last-minute changes, as it updates in real time.​

Improving customer satisfaction:

By automating task allocation and route planning, field staff can work more efficiently and serve their customers on time. It also enables better communication and transparency with customers, as they can be informed about planned visits and their status.​

Real-time monitoring and reporting: 

This module allows you to track the activities of your field staff in real time. You can also generate various reports to evaluate your team's performance. This helps identify areas for improvement and develop strategies to improve performance.​

Route optimization: 

The module offers the ability to plan and optimize routes for field staff. This can help save time and resources, thus improving the efficiency of the field team.​

Integration with other Odoo modules: 

Like all Odoo modules, the Field Service module can be seamlessly integrated with other modules. This means that information from other areas of the company, such as sales, customer service, or warehouse, can be used to improve field service planning and ensure a consistent customer experience.​

Sell products : 

During service, products such as spare parts can often be sold. Odoo's field service module enables the sale of products with just one click.​

Invoice creation: 

It enables quick creation of outgoing invoices based on recorded working time, products sold and customer data.​

Electronic signature of reports: 

Reports summarizing working time, products sold, and worksheets can be signed electronically by customers.​

Track working hours: 

The module has a built-in time tracking feature that records a field employee's working time with just one click. This recorded time can then be automatically converted into billable invoice items.​

Integration with other Odoo apps: 

The Field Service module is fully integrated with other Odoo apps such as Projects, Sales, Invoicing, and Time Tracking.​

Planning tool for managers: 

As a manager, you can use the planning tool to assign, plan, and organize tasks. You can create multiple projects and organize them across different teams or locations.​

CRM (Customer Relationship Management): Integration with the CRM module enables customer data synchronization, ensuring a seamless flow of information. This can be used, for example, to forward customer appointments or inquiries directly to field service.

Sales: With the Sales module, you can manage sales processes, create quotes, and create sales orders directly from the Field Service module.

Project Management: The Project Management module can help you plan and track your field team's tasks and projects.

Warehouse management: The connection to the warehouse management system allows for synchronization of information on inventory and deliveries to improve field service efficiency.

Invoicing:Integration with invoicing allows field staff to create invoices directly on-site and send them to the customer.

Time tracking: The combination with the time tracking module allows you to accurately record the working hours of field staff, which is useful for both payroll and performance measurement.

HR (Human Resources): The HR module can help manage and synchronize employee data, which is especially useful for scheduling and managing field staff.