[REM] Field Service: remove six pages (#795)

These six pages (invoicing_time.rst, keep_track.rst, manage_employees_schedule.rst,
planning_itinerary.rst, create_quotations.rst, customize_worksheets.rst) do not offer enough
value to keep being maintained. The flows are easy and presented under Odoo Learn already.

Co-authored-by: Xavier (xpl) <“xpl@odoo.com”>
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@ -7,7 +7,5 @@ Field Service
.. toctree::
:titlesonly:
fsm/overview
fsm/worksheets
fsm/sales
fsm/helpdesk

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========
Overview
========
.. toctree::
:titlesonly:
overview/invoicing_time
overview/keep_track
overview/manage_employees_schedule
overview/planning_itinerary

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========================================
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.
.. image:: media/im1.png
:align: center
:alt: Timesheet Timer in Odoo Field Service
Click on *Stop* once the work is done to confirm the total time spent and add a description.
.. image:: media/im2.png
:align: center
: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
:align: center
:alt: Sign and send reports in Odoo Field Service
Click on *Start* if you need to record additional time for the same activity. The time recorded will
be added to the already created and signed worksheet. Then, create a new invoice for the time added.
*Mark as done* to close the task and to invoice your intervention. It also validates the
stock-picking keeping your inventory up-to-date.
*Sign Report* generates a detailed worksheet report for the customer to sign. Send it through email
clicking on *Send Report*.
Invoice your time and material
===============================
Under :menuselection:`All Tasks --> To Invoice`, find a list of all tasks marked as done but that
have not been invoiced.
Convenient feature as it allows accountants to easily access all finished tasks at once.
.. image:: media/im4.png
:align: center
:alt: Invoice Tasks in Odoo Field Service
.. tip::
Invoice all tasks at once selecting them all and going to :menuselection:`Action -->
Create Invoice`.
.. image:: media/im5.png
:align: center
:alt: Invoice Task in Odoo Field Service
.. seealso::
* :doc:`../../project/advanced/feedback`

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======================
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.
.. image:: media/kts1.png
:alt: Keep track of stock in Odoo Field Service
Now, add the materials used in the intervention to the worksheet, and once the task is
*Marked as done*, the stock-picking is automatically validated and the inventory evaluation
is automatically updated.
.. image:: media/kts2.png
:alt: Keep track of stock in Odoo Field Service

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=============================================
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.
It also adapts to the working calendar of the employee. Example: the employee works part-time
(from Monday to Wednesday). So, Thursday and Friday will also be greyed, in addition to the weekends.
.. image:: media/mw1.png
: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.
.. image:: media/mw2.png
:align: center
:alt: Manage employees' schedules in Odoo Field Service
Unassigned tasks
=================
If you need to plan an intervention but you do not know yet who will take care of it, you can leave
the task unassigned. It will still be shown in the Gantt view. Simply drag and drop the responsible
person he can be assigned.
.. image:: media/mw3.png
:align: center
:alt: Unassigned tasks in Odoo Field Service
.. tip::
Create projects per team, or per working site, and have a more accurate and dynamic database.

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=====================
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
:alt: Configure Mapbox for Odoo Field Service
Click on :menuselection:`Start mapping for free --> fill the Username, email and password fields
--> agree with their Terms of Service and Privacy Policy --> Get started`. You will be redirected to
your account. Scrolling the page down you will find *Access tokens*. Copy the *Default public
token*.
.. image:: media/plit2.png
:align: center
:alt: Configure Mapbox for Odoo Field Service
Back in Odoo, paste it on :menuselection:`Token --> Save`.
.. image:: media/plit3.png
:alt: Configure Mapbox for Odoo Field Service
Now, your maps will show the itinerary based on the scheduled time and best route.
.. image:: media/plit4.png
:align: center
:alt: Configure Mapbox for Odoo Field Service
.. note::
This is an optional feature, as you can still have access to a map view without a Mapbox account.

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.. toctree::
:titlesonly:
sales/create_quotations
sales/onsite_tasks_from_sales_orders

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============================
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.
Enable the feature
===================
First, go to :menuselection:`Field Service --> Configuration --> Settings` and enable the option
*Extra Quotations*.
.. image:: media/cq1.png
:align: center
:alt: Create quotations in Odoo Field Service
Second, go to :menuselection:`Configuration --> Projects` and enable *Extra Quotations*.
.. image:: media/cq2.png
:align: center
:height: 400
:alt: Create quotations in Odoo Field Service
You can now create *New Quotations* directly from your tasks.
.. image:: media/cq3.png
:align: center
:alt: Create quotations in Odoo Field Service

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==========
Worksheets
==========
.. toctree::
:titlesonly:
worksheets/customize_worksheets

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===========================
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`.
.. image:: media/cc1.png
:align: center
: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.
.. image:: media/cc2.png
:align: center
:alt: Custom Worksheet in Odoo Field Service
With the freedom of *Studio*, drag and drop fields to create a report tailored to your needs.
Once you are done, click on *Close* and get an overview of the work done.
*Worksheets* is where you can see how many times the worksheet has been used/completed under a task.
*Analysis* examines all the worksheets under that given template and generates a graph.
.. image:: media/cc3.png
:align: center
:alt: Custom Worksheet in Odoo Field Service
.. seealso::
- `Studio Basics <https://www.odoo.com/slides/slide/studio-basics-710?fullscreen=1>`_

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@ -64,6 +64,5 @@ same way as if you were on the *Field Service* application.
:height: 300
.. seealso::
- :doc:`../../fsm/overview/invoicing_time`
- `Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_
- :doc:`../../manufacturing/repair/repair`