[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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fsm.rst
@ -7,7 +7,5 @@ Field Service
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.. toctree::
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.. toctree::
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:titlesonly:
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:titlesonly:
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fsm/overview
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fsm/worksheets
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fsm/sales
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fsm/sales
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fsm/helpdesk
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fsm/helpdesk
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========
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Overview
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========
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.. toctree::
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:titlesonly:
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overview/invoicing_time
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overview/keep_track
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overview/manage_employees_schedule
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overview/planning_itinerary
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========================================
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Invoicing Time and Material to Customers
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========================================
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Track the exact time spent on a task and give customers the ability to sign their worksheet
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report onsite. Invoice customers as soon as the work is complete, leaving you, and the customer,
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with the confidence that they will be charged for the exact right hours and material used.
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Get the exact time spent on a task
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==================================
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Click on *Start* to launch the timer. You can *Pause* at any moment and *Resume* when you would like
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to continue.
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.. image:: media/im1.png
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:align: center
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:alt: Timesheet Timer in Odoo Field Service
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Click on *Stop* once the work is done to confirm the total time spent and add a description.
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.. image:: media/im2.png
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:align: center
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:alt: Timesheet Timer in Odoo Field Service
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Sign and send reports & validate stock-picking
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==============================================
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Now, fill your *Worksheet* and add the used products clicking on *Products*.
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.. image:: media/im3.png
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:align: center
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:alt: Sign and send reports in Odoo Field Service
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Click on *Start* if you need to record additional time for the same activity. The time recorded will
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be added to the already created and signed worksheet. Then, create a new invoice for the time added.
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*Mark as done* to close the task and to invoice your intervention. It also validates the
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stock-picking keeping your inventory up-to-date.
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*Sign Report* generates a detailed worksheet report for the customer to sign. Send it through email
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clicking on *Send Report*.
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Invoice your time and material
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===============================
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Under :menuselection:`All Tasks --> To Invoice`, find a list of all tasks marked as done but that
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have not been invoiced.
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Convenient feature as it allows accountants to easily access all finished tasks at once.
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.. image:: media/im4.png
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:align: center
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:alt: Invoice Tasks in Odoo Field Service
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.. tip::
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Invoice all tasks at once selecting them all and going to :menuselection:`Action -->
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Create Invoice`.
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.. image:: media/im5.png
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:align: center
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:alt: Invoice Task in Odoo Field Service
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.. seealso::
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* :doc:`../../project/advanced/feedback`
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@ -1,20 +0,0 @@
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======================
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Keeping Track of Stock
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======================
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The integration with the Inventory application makes possible to track the material used and
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automatically keep your stock up to date.
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Set up your Field Service project
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=================================
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Go to :menuselection:`Field Service --> Configuration --> Projects` and make sure the option
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*Products on Tasks* is enabled.
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.. image:: media/kts1.png
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:alt: Keep track of stock in Odoo Field Service
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Now, add the materials used in the intervention to the worksheet, and once the task is
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*Marked as done*, the stock-picking is automatically validated and the inventory evaluation
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is automatically updated.
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.. image:: media/kts2.png
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:alt: Keep track of stock in Odoo Field Service
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@ -1,39 +0,0 @@
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=============================================
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Manage your Employees’ Schedules and Time Off
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=============================================
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The integration with the *Time off* application allows you to quickly see your employees’
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availabilities. It will avoid conflicts and errors between employees schedules and interventions.
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Effortlessly see employees’ time off
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====================================
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No configuration needs to be done.
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Once the employees’ time has been validated in the *Time off* application, cells will be grayed for
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those days in your Gantt view.
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It also adapts to the working calendar of the employee. Example: the employee works part-time
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(from Monday to Wednesday). So, Thursday and Friday will also be greyed, in addition to the weekends.
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.. image:: media/mw1.png
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:alt: Employees' Time off in Odoo Field Service
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Easily manage employees’ schedules
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==================================
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From the Gantt view (under *Planning by User, Project or Worksheet*), click on the plus sign to add
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a new task or on the magnifying glass to plan an existing one.
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.. image:: media/mw2.png
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:align: center
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:alt: Manage employees' schedules in Odoo Field Service
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Unassigned tasks
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=================
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If you need to plan an intervention but you do not know yet who will take care of it, you can leave
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the task unassigned. It will still be shown in the Gantt view. Simply drag and drop the responsible
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person he can be assigned.
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.. image:: media/mw3.png
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:align: center
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:alt: Unassigned tasks in Odoo Field Service
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.. tip::
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Create projects per team, or per working site, and have a more accurate and dynamic database.
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@ -1,36 +0,0 @@
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=====================
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Planning an Itinerary
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=====================
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Having an itinerary being shown based on the chronological order of the activities and on the best
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route to take, makes employees’ life easier and the workload more efficient.
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Have an itinerary displayed directly in Odoo
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============================================
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Go to *Settings* and under *Map view* click on *Get token*.
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.. image:: media/plit1.png
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:alt: Configure Mapbox for Odoo Field Service
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Click on :menuselection:`Start mapping for free --> fill the Username, email and password fields
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--> agree with their Terms of Service and Privacy Policy --> Get started`. You will be redirected to
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your account. Scrolling the page down you will find *Access tokens*. Copy the *Default public
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token*.
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.. image:: media/plit2.png
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:align: center
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:alt: Configure Mapbox for Odoo Field Service
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Back in Odoo, paste it on :menuselection:`Token --> Save`.
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.. image:: media/plit3.png
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:alt: Configure Mapbox for Odoo Field Service
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Now, your maps will show the itinerary based on the scheduled time and best route.
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.. image:: media/plit4.png
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:align: center
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:alt: Configure Mapbox for Odoo Field Service
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.. note::
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This is an optional feature, as you can still have access to a map view without a Mapbox account.
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@ -5,5 +5,4 @@ Sales
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.. toctree::
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.. toctree::
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:titlesonly:
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:titlesonly:
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sales/create_quotations
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sales/onsite_tasks_from_sales_orders
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sales/onsite_tasks_from_sales_orders
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@ -1,27 +0,0 @@
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============================
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Create Quotations from Tasks
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============================
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Allowing quotations to be created from tasks delivers a more efficient service as it allows space
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for preventive actions, while making the flow easy for employees.
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Enable the feature
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===================
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First, go to :menuselection:`Field Service --> Configuration --> Settings` and enable the option
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*Extra Quotations*.
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.. image:: media/cq1.png
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:align: center
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:alt: Create quotations in Odoo Field Service
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Second, go to :menuselection:`Configuration --> Projects` and enable *Extra Quotations*.
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.. image:: media/cq2.png
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:align: center
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:height: 400
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:alt: Create quotations in Odoo Field Service
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You can now create *New Quotations* directly from your tasks.
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.. image:: media/cq3.png
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:align: center
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:alt: Create quotations in Odoo Field Service
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Before Width: | Height: | Size: 14 KiB |
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@ -1,8 +0,0 @@
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==========
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Worksheets
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==========
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.. toctree::
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:titlesonly:
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worksheets/customize_worksheets
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===========================
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Customize Worksheet Reports
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===========================
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Personalizing your customer reports, also called *worksheets*, allows you to have different
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descriptions of the work for each type of intervention. It speeds up the flow for your employees
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while giving customers a detailed summary, which can be reviewed and signed onsite.
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Enable the feature
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==================
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Go to :menuselection:`Field Service --> Configuration` and enable
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:menuselection:`Worksheet Templates --> Save`.
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.. image:: media/cc1.png
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:align: center
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:alt: Custom Worksheet in Odoo Field Service
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Designing worksheets
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====================
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Under :menuselection:`Configuration --> Worksheet Templates`, click on *Create* and start to
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*Design Worksheet Template*.
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You will be redirected to the *Studio* application.
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.. image:: media/cc2.png
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:align: center
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:alt: Custom Worksheet in Odoo Field Service
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With the freedom of *Studio*, drag and drop fields to create a report tailored to your needs.
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Once you are done, click on *Close* and get an overview of the work done.
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*Worksheets* is where you can see how many times the worksheet has been used/completed under a task.
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*Analysis* examines all the worksheets under that given template and generates a graph.
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.. image:: media/cc3.png
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:align: center
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:alt: Custom Worksheet in Odoo Field Service
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.. seealso::
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- `Studio Basics <https://www.odoo.com/slides/slide/studio-basics-710?fullscreen=1>`_
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Before Width: | Height: | Size: 13 KiB |
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Before Width: | Height: | Size: 12 KiB |
@ -64,6 +64,5 @@ same way as if you were on the *Field Service* application.
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:height: 300
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:height: 300
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.. seealso::
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- :doc:`../../fsm/overview/invoicing_time`
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- `Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_
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- `Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_
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- :doc:`../../manufacturing/repair/repair`
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- :doc:`../../manufacturing/repair/repair`
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