[IMP] FSM: global improvement

fsm.rst

@@ -1,17 +1,13 @@
 :banner: banners/fsm.png
 
-==============
+=============
 Field Service
-==============
+=============
 
 .. toctree::
    :titlesonly:
 
-   fsm/planning_itinerary
+   fsm/overview
-   fsm/keep_track
+   fsm/worksheets
-   fsm/invoicing_time
+   fsm/sales
-   fsm/create_quotations
+   fsm/helpdesk
-   fsm/onsite_tasks_from_sales_orders
-   fsm/manage_employees_schedule
-   fsm/customize_worksheets
-   fsm/plan_onsite

fsm/helpdesk.rst

@@ -0,0 +1,8 @@
+========
+Helpdesk
+========
+
+.. toctree::
+   :titlesonly:
+
+   helpdesk/plan_onsite

fsm/helpdesk/plan_onsite.rst

@@ -1,5 +1,5 @@
 ================================================
-Plan onsite interventions from Helpdesk Tickets
+Plan Onsite Interventions from Helpdesk Tickets
 ================================================
 The integration with the Helpdesk application lets your helpdesk team manage interventions requests
 directly. It speeds up processes as you can plan field services tasks from tickets.

fsm/overview.rst

@@ -0,0 +1,12 @@
+========
+Overview
+========
+
+.. toctree::
+   :titlesonly:
+
+   overview/invoicing_time
+   overview/keep_track
+   overview/manage_employees_schedule
+   overview/planning_itinerary
+

fsm/overview/invoicing_time.rst

@@ -1,12 +1,12 @@
-=========================================
+========================================
-Invoicing time and material to customers
+Invoicing Time and Material to Customers
-=========================================
+========================================
 Track the exact time spent on a task and give customers the ability to sign their worksheet
 report onsite. Invoice customers as soon as the work is complete, leaving you, and the customer,
 with the confidence that they will be charged for the exact right hours and material used.
 
 Get the exact time spent on a task
-===================================
+==================================
 Click on *Start* to launch the timer. You can *Pause* at any moment and *Resume* when you would like
 to continue.
 
@@ -21,7 +21,7 @@ Click on *Stop* once the work is done to confirm the total time spent and add a
    :alt: Timesheet Timer in Odoo Field Service
 
 Sign and send reports & validate stock-picking
-===============================================
+==============================================
 Now, fill your *Worksheet* and add the used products clicking on *Products*.
 
 .. image:: media/im3.png
@@ -57,4 +57,4 @@ Convenient feature as it allows accountants to easily access all finished tasks
    :alt: Invoice Task in Odoo Field Service
 
 .. seealso::
-   * :doc:`../project/advanced/feedback`
+   * :doc:`../../project/advanced/feedback`

fsm/overview/keep_track.rst

@@ -1,11 +1,11 @@
-========================
+======================
-Keeping track of stock
+Keeping Track of Stock
-========================
+======================
 The integration with the Inventory application makes possible to track the material used and
 automatically keep your stock up to date.
 
 Set up your Field Service project
-==================================
+=================================
 Go to :menuselection:`Field Service --> Configuration --> Projects` and make sure the option
 *Products on Tasks* is enabled.
 

fsm/overview/manage_employees_schedule.rst

@@ -1,11 +1,11 @@
-==============================================
+=============================================
-Manage your employees’ schedules and time off
+Manage your Employees’ Schedules and Time Off
-==============================================
+=============================================
 The integration with the *Time off* application allows you to quickly see  your employees’
 availabilities. It will avoid conflicts and errors between employees schedules and interventions.
 
 Effortlessly see employees’ time off
-=====================================
+====================================
 No configuration needs to be done.
 Once the employees’ time has been validated in the *Time off* application, cells will be grayed for
 those days in your Gantt view.
@@ -17,7 +17,7 @@ It also adapts to the working calendar of the employee. Example: the employee wo
    :alt: Employees' Time off in Odoo Field Service
 
 Easily manage employees’ schedules
-===================================
+==================================
 From the Gantt view (under *Planning by User, Project or Worksheet*), click on the plus sign to add
 a new task or on the magnifying glass to plan an existing one.
 
@@ -39,4 +39,4 @@ person he can be assigned.
    Create projects per team, or per working site, and have a more accurate and dynamic database.
 
 .. seealso::
-   * :doc:`../project/configuration/setup`
+   * :doc:`../../project/configuration/setup`

fsm/overview/planning_itinerary.rst

@@ -1,12 +1,12 @@
-======================
+=====================
-Planning an itinerary
+Planning an Itinerary
-======================
+=====================
 
 Having an itinerary being shown based on the chronological order of the activities and on the best
 route to take, makes employees’ life easier and the workload more efficient.
 
 Have an itinerary displayed directly in Odoo
-=============================================
+============================================
 Go to *Settings* and under *Map view* click on *Get token*.
 
 .. image:: media/plit1.png

fsm/sales.rst

@@ -0,0 +1,9 @@
+=====
+Sales
+=====
+
+.. toctree::
+   :titlesonly:
+
+   sales/create_quotations
+   sales/onsite_tasks_from_sales_orders

fsm/sales/create_quotations.rst

@@ -1,5 +1,5 @@
 ============================
-Create quotations from tasks
+Create Quotations from Tasks
 ============================
 Allowing quotations to be created from tasks delivers a more efficient service as it allows space
 for preventive actions, while making the flow easy for employees.

fsm/sales/onsite_tasks_from_sales_orders.rst

@@ -1,12 +1,12 @@
-=====================================================
+===================================================
-Create onsite interventions tasks from Sales Orders
+Create Onsite Interventions Tasks from Sales Orders
-=====================================================
+===================================================
 By allowing your sales team to open onsite interventions tasks will create a seamless experience
 for your customers. It also allows them to first receive a quotation with the materials that will
 be used plus the service price to be approved before the work even starts.
 
 Enable the feature
-===================
+==================
 Go to :menuselection:`Sales --> Products --> Create` or edit an existing one.
 Select: under :menuselection:`General Information --> Product Type: Service`;
 under :menuselection:`Sales --> Service Invoicing Policy: Timesheet on task --> Service Tracking:

fsm/worksheets.rst

@@ -0,0 +1,8 @@
+==========
+Worksheets
+==========
+
+.. toctree::
+   :titlesonly:
+
+   worksheets/customize_worksheets

fsm/worksheets/customize_worksheets.rst

@@ -1,12 +1,12 @@
-============================
+===========================
-Customize worksheet reports
+Customize Worksheet Reports
-============================
+===========================
 Personalizing your customer reports, also called *worksheets*, allows you to have different
 descriptions of the work for each type of intervention. It speeds up the flow for your employees
 while giving customers a detailed summary, which can be reviewed and signed onsite.
 
 Enable the feature
-===================
+==================
 Go to :menuselection:`Field Service --> Configuration` and enable
 :menuselection:`Worksheet Templates --> Save`.
 
@@ -15,7 +15,7 @@ Go to :menuselection:`Field Service --> Configuration` and enable
    :alt: Custom Worksheet in Odoo Field Service
 
 Designing worksheets
-=====================
+====================
 Under :menuselection:`Configuration --> Worksheet Templates`, click on *Create* and start to
 *Design Worksheet Template*.
 You will be redirected to the *Studio* application.