From 642485dfc1336ea21782a9cdaf90a1b6dab65823 Mon Sep 17 00:00:00 2001 From: "guillaume gallant (guga)" <“guga@odoo.com”~> Date: Thu, 30 May 2024 09:52:17 +0200 Subject: [PATCH] [ADD] Field service: adding itinerary planning page Added a new page to plan itinerary maps taskid-3959000 closes odoo/documentation#9629 X-original-commit: 4983adb63fdc71654556e0657e5d33eee17b1faa Signed-off-by: Guillaume Gallant (guga) --- .../applications/services/field_service.rst | 1 + .../field_service/planning_itinerary.rst | 38 +++++++++++++++++++ 2 files changed, 39 insertions(+) create mode 100644 content/applications/services/field_service/planning_itinerary.rst diff --git a/content/applications/services/field_service.rst b/content/applications/services/field_service.rst index c197a91aa..adf4ef45b 100644 --- a/content/applications/services/field_service.rst +++ b/content/applications/services/field_service.rst @@ -15,3 +15,4 @@ Field Service field_service/onsite_interventions field_service/default_warehouse + field_service/planning_itinerary diff --git a/content/applications/services/field_service/planning_itinerary.rst b/content/applications/services/field_service/planning_itinerary.rst new file mode 100644 index 000000000..6e21e1f73 --- /dev/null +++ b/content/applications/services/field_service/planning_itinerary.rst @@ -0,0 +1,38 @@ +===================== +Planning an itinerary +===================== + +By default, **Odoo Field Service** shows a static map where all task locations for the day are +pinned. To make it more useful for the field service workers, it is possible to display an itinerary +on the map using MapBox. To do so, enable the **Map Routes** feature as follows: + +#. Create or sign in to a MapBox account using the following link: ``_. +#. `Create a token `_. +#. Go to the `Access tokens page on Mapbox `_ and copy + your token. +#. In Odoo, go to the :guilabel:`Settings` app and scroll down to the :guilabel:`Integrations` + section. Paste your Mapbox access token in the :guilabel:`Token` field under + :guilabel:`Map Routes`, and click :guilabel:`Save`. + +Displaying your itinerary on a map +================================== + +.. important:: + For a field service task to be featured on the map, it needs: + + - a :guilabel:`Planned Date`; + - a valid address linked to the customer’s profile. + +To display your tasks on a map, go to :menuselection:`Field Service --> My Tasks --> Map`. To create +your itinerary, Odoo sorts out your field service tasks based on their :guilabel:`Planned Date` to +show the way from one location to the next. + +To open your itinerary on the Google Maps website or app, click :guilabel:`View in Google Maps`. +Google Maps includes your current location as a starting point for your itinerary. + +.. tip:: + - By default, the map shows today’s tasks. Remove the :guilabel:`Today` filter in the search bar + to display all tasks. Your tasks are then sorted by date in the left column. + - Click your task in the left column or the map pin to display the task's details. From there, + you can :guilabel:`Open` the task or click :guilabel:`Navigate to` to get an itinerary from + your current location to this specific task's location.