[IMP] fleet: new sections and forms

closes odoo/documentation#8249

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>

content/applications/hr/fleet/service.rst

@@ -6,72 +6,281 @@ To properly maintain a fleet of vehicles, regular maintenance as well as periodi
 needed. Scheduling repairs and managing services for an entire fleet is necessary to ensure all
 vehicles are in good working order when they are needed.
 
-Create a service record
-=======================
+.. _fleet/service-form:
 
-To log a service, go to the main services dashboard by navigating to :menuselection:`Fleet app -->
-Fleet --> Services`. Click :guilabel:`Create` and a service form appears. Fill in the information on
-the form and click :guilabel:`Save`. The only two fields that are required to be populated are
+Create service records
+======================
+
+To log a service for a vehicle, go to the main :guilabel:`Services` dashboard by navigating to
+:menuselection:`Fleet app --> Fleet --> Services`. Open a new service form by clicking the
+:guilabel:`New` button in the top-left corner.
+
+Fill out the information on the form. The only two fields that are required to be populated are
 :guilabel:`Service Type` and :guilabel:`Vehicle`.
 
-The fields are:
+The service form automatically saves as data is entered. However, the form can be saved manually at
+any time by clicking the :guilabel:`Save manually` option, represented by a :guilabel:`(cloud
+upload)` icon.
 
-- :guilabel:`Description`: enter in a short description of the service.
-- :guilabel:`Service Type`: select the type of service performed from the drop-down menu, or type in
-  a new type of service and click either :guilabel:`Create` or :guilabel:`Create & Edit...`. This
-  list is not pre-configured in Odoo. When creating a fleet and logging a service, the types of
-  service need to be created.
-- :guilabel:`Date`: using the calendar module, select the date the service was provided or is
-  scheduled to be performed. Navigate to the desired month using the left and right arrow icons,
-  then click on the date to select it.
+The fields on the form are:
+
+- :guilabel:`Description`: enter a brief description of the service.
+- :guilabel:`Service Type`: select the type of service performed using the drop-down menu. Or, enter
+  a new type of service, and click either :guilabel:`Create "service type"` or :guilabel:`Create and
+  edit...` to :ref:`add the service type and configure it <fleet/new-type>`.
+
+  .. important::
+     :guilabel:`Service Types` are **not** pre-configured in Odoo. When logging a service for the
+     first time, the *type* of service needs to be :ref:`created <fleet/new-type>` before it can be
+     selected.
+
+- :guilabel:`Date`: using the calendar popover window, select the date the service was provided, or
+  is scheduled to be performed. Navigate to the desired month using the :guilabel:`< > (arrow)`
+  icons, then click on the date to select it.
 - :guilabel:`Cost`: enter the cost of the service.
-- :guilabel:`Vendor`: select the vendor who performed the service from the drop-down menu. If the
-  vendor has not already been entered in the system, type in the vendor name and click either
-  :guilabel:`Create` to add them, or :guilabel:`Create & Edit...` to create the vendor and edit the
-  vendor form. The vendor form allows for other details aside form the name to be entered, such as
-  contact information.
+- :guilabel:`Vendor`: select the vendor who performed the service using the drop-down menu. If the
+  vendor has not already been entered in the system, type in the vendor name, and click either
+  :guilabel:`Create` to add them, or :guilabel:`Create and edit...` to :ref:`add and configure the
+  vendor <fleet/new-vendor>`.
 - :guilabel:`Vehicle`: select the vehicle that was serviced from the drop-down menu. When the
   vehicle is selected, the :guilabel:`Driver` field is populated, and the unit of measure for the
-  :guilabel:`Mileage` field appears.
+  :guilabel:`Odometer Value` field appears.
 - :guilabel:`Driver`: the current driver listed for the selected vehicle is populated when the
   :guilabel:`Vehicle` is selected. If the driver needs to be changed, another driver can be selected
   from the drop-down menu.
 - :guilabel:`Odometer Value`: enter the odometer reading when the service was done. The units of
-  measure will either be in kilometers (:guilabel:`km`) or miles (:guilabel:`mi`). When the
-  :guilabel:`Vehicle` is selected, the units of measure is populated. This comes from the vehicle
-  form. To change from kilometers to miles, or vice versa, click the :guilabel:`External Link`
-  button next to the vehicle selected in the :guilabel:`Vehicle` field. Change the unit of measure,
-  then click :guilabel:`Save`. the unit of measure will be updated in the :guilabel:`Odometer Value`
-  field.
-- :guilabel:`Notes`: enter any notes for the repair in the notes tab at the bottom of the service
-  form.
+  measure are either in kilometers (:guilabel:`km`) or miles (:guilabel:`mi`), depending on how the
+  selected vehicle was configured.
+
+  When the :guilabel:`Vehicle` is selected, the unit of measure for this field is populated. This
+  comes from the vehicle form.
+
+  .. tip::
+     To change from kilometers to miles, or vice versa, click the :guilabel:`Internal Link` button
+     to the right of the vehicle selected in the :guilabel:`Vehicle` field.
+
+     Change the unit of measure, then navigate back to the service form, via the breadcrumb links.
+     The unit of measure is then updated in the :guilabel:`Odometer Value` field.
+
+- :guilabel:`Notes`: enter any notes for the repair at the bottom of the service form.
 
 .. image:: service/new-service.png
    :align: center
    :alt: Enter the information for a new service. The required fields are Service Type and Vehicle.
 
+.. _fleet/new-type:
+
+Create service type
+-------------------
+
+Service types must be created from a service form. There is no other way to access the list of
+service types.
+
+On the :ref:`service form <fleet/service-form>`, type in the name of the new :guilabel:`Service
+Type` in the corresponding field. Then, click :guilabel:`Create and edit...`, and a
+:guilabel:`Create Service Type` pop-up form appears.
+
+The service type entered on the service form automatically populates the :guilabel:`Name` field,
+which can be modified, if desired.
+
+Then, select the :guilabel:`Category` for the new service type from the drop-down menu in that
+field. The two default options to choose from are :guilabel:`Contract` or :guilabel:`Service`.
+Additional categories **cannot** be created.
+
+If the service applies to **only** contracts or services, select the corresponding
+:guilabel:`Category`. If the service applies to **both** contracts *and* services, leave this field
+blank.
+
+When done, click :guilabel:`Save & Close`.
+
+.. _fleet/new-vendor:
+
+Create vendor
+-------------
+
+When a service is done for the first time, typically, the vendor is not in the database yet. It is
+best practice to add the full details for a vendor in the database, so that any necessary
+information can be easily retrieved.
+
+On the :ref:`service form <fleet/service-form>`, type in the name of the new :guilabel:`Vendor` in
+the corresponding field. Then, click :guilabel:`Create and edit...`, and a :guilabel:`Create
+Vendor` form appears.
+
+The vendor name entered on the service form populates the :guilabel:`Name` field, by default. This
+field can be modified, if desired.
+
+.. note::
+   Different tabs or fields may be visible on the :guilabel:`Create Vendor` form, depending on what
+   other applications are installed.
+
+General information
+~~~~~~~~~~~~~~~~~~~
+
+Fill out the following information in the top-half of the form:
+
+- :guilabel:`Individual` or :guilabel:`Company`: select whether the new vendor being added is an
+  individual or a company, by clicking the corresponding radio button.
+
+  When a selection is made, some fields may disappear from the form. If any of the fields below are
+  not visible, that is because :guilabel:`Company` was selected, instead of :guilabel:`Individual`.
+- :guilabel:`Name`: enter a name for the individual or company in this field.
+- :guilabel:`Company Name`: using the drop-down menu, select the company that the vendor is
+  associated with, if any.
+
+  If the :guilabel:`Company` radio button at the top of the form is selected, this field does not
+  appear.
+- :guilabel:`Contact`: enter the contact information in this section.
+
+  If desired, the :guilabel:`Contact` field can be changed to a different type of contact. Click on
+  :guilabel:`Contact` to reveal a drop-down menu. The available options to select are
+  :guilabel:`Contact`, :guilabel:`Invoice Address`, :guilabel:`Delivery Address`,
+  :guilabel:`Follow-up Address`, or :guilabel:`Other Address`.
+
+  If desired, select one of these other options for the :guilabel:`Contact` field, and enter the
+  corresponding information.
+
+  If :guilabel:`Company` is selected for the  :guilabel:`Individual` or :guilabel:`Company` field,
+  this field is labeled :guilabel:`Address`, and **cannot** be modified.
+
+- :guilabel:`Tax ID`: enter the vendor's tax ID in this field.
+- :guilabel:`Job Position`: enter the vendor's job position in this field. If the
+  :guilabel:`Company` radio button at the top of the form is selected, this field does not appear.
+- :guilabel:`Phone`: enter the vendor's phone number in this field.
+- :guilabel:`Mobile`: enter the vendor's mobile number in this field.
+- :guilabel:`Email`: enter the vendor's email address in this field.
+- :guilabel:`Website`: enter the vendor's website address in this field.
+- :guilabel:`Title`: using the drop-down menu, select the vendor's title in this field. The default
+  options are :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`, :guilabel:`Mister`, and
+  :guilabel:`Professor`.
+
+  If the :guilabel:`Company` radio button at the top of the form is selected, this field does not
+  appear.
+- :guilabel:`Tags`: using the drop-down menu, select any tags that apply to the vendor.
+
+  To add a new tag, type in the tag, then click :guilabel:`Create "tag"`.
+
+  There is no limit to the number of tags that can be selected.
+- :guilabel:`Image`: a photo of either the main contact person, or the company logo, can be added to
+  the form. Hover over the :guilabel:`📷 (camera)` box, in the top-right of the form, to reveal a
+  :guilabel:`✏️ (pencil)` icon, and click it. A file explorer window appears. Navigate to the
+  desired file, then click :guilabel:`Open` to select it.
+
+.. image:: service/create-vendor.png
+   :align: center
+   :alt: The top portion of the create vendor form.
+
+Contacts & Addresses tab
+************************
+
+After the top-half of the :guilabel:`Create Vendor` form is filled out, add any other contacts and
+addresses associated with the vendor in this tab.
+
+Click the :guilabel:`Add` button to add a new contact, and a :guilabel:`Create Contact` pop-up
+window appears.
+
+Select one of the appropriate contact type options from the radio buttons, located at the top of the
+pop-up window. Those options are as follows:
+
+- :guilabel:`Contact`: select this option to add general contact details for employees of the
+  associated vendor.
+- :guilabel:`Invoice Address`: select this option to add a preferred address for all invoices. When
+  added to the form, this address is selected by default when sending an invoice to the associated
+  vendor.
+- :guilabel:`Delivery Address`: select this option to add a preferred address for all deliveries.
+  When added to the form, this address is selected by default when delivering an order to the
+  associated vendor.
+- :guilabel:`Follow-up Address`: select this option to add a preferred address for all follow-up
+  correspondence. When added to the form, this address is selected by default when sending reminders
+  about overdue invoices.
+- :guilabel:`Other Address`: select this option to add any other necessary addresses for the vendor.
+
+.. image:: service/vendor-contact.png
+   :align: center
+   :alt: The create contact form with all parts filled in.
+
+.. note::
+   If an option *other than* :guilabel:`Contact` is selected for the contact type, an
+   :guilabel:`Address` section appears on the form. Enter the address details in the
+   :guilabel:`Address` section.
+
+Add any notes to the :guilabel:`Internal notes...` section of the form.
+
+After all of the information is added, click either :guilabel:`Save & Close` to add the one new
+contact, or :guilabel:`Save & New` to add the current address record and create another address
+record.
+
+As contacts are added to this tab, each contact appears in a separate box, with an icon indicating
+what type of contact is listed.
+
+.. example::
+   A :guilabel:`Delivery Address` displays a :guilabel:`⛟ (truck)` icon inside that specific address
+   box, whereas an :guilabel:`Invoice Address` displays a :guilabel:`💵 (dollar bill)` icon inside.
+
+   .. image:: service/contact-tab.png
+      :align: center
+      :alt: The create contact form with all parts filled in.
+
+Sales & Purchase tab
+********************
+
+Enter the following sales and purchasing information for the various sections below. Depending on
+the other installed applications, additional fields and sections may appear. The following are all
+default fields for the *Fleet* application only.
+
+Sales
+^^^^^
+
+- :guilabel:`Salesperson`: using the drop-down menu, select a user as the main point of contact for
+  sales with this vendor.
+
+  This person **must** be an internal user of the company, meaning they can log into the database as
+  a user.
+
+Misc
+^^^^
+
+- :guilabel:`Company ID`: if the company has an ID number **other than** its *tax ID*, enter it in
+  this field.
+- :guilabel:`Reference`: enter any text to give more information regarding the contact. This is an
+  internal note to provide any additional information.
+
+  .. example::
+     A company has several people with the same name, Mary Jones. The :guilabel:`Reference` field
+     could state `Mary Jones at X108 - returns` to provide additional details.
+
+Internal Notes tab
+******************
+
+Add any notes that pertain to the vendor, or any other necessary information, in this tab.
+
 List of services
 ================
 
-To view all services logged in the database, including old and new requests, go to
-:menuselection:`Fleet application --> Fleet --> Services`. All services appear in a list view,
-including all the details for each service.
+To view all services logged in the database, including old and new requests, navigate to
+:menuselection:`Fleet app --> Fleet --> Services`. All services appear in a list view, including all
+the details for each service.
+
+The service records are grouped by :ref:`service type <fleet/new-type>`. The number of repairs for
+each service type appears in parentheses after the name of the service type.
 
 Each service listed displays the following information:
 
-- :guilabel:`Date`: the date service or repair was performed or is requested to be performed.
-- :guilabel:`Description`: a short description of the specific type of service or repair performed
+- :guilabel:`Date`: the date that the service, or repair, was performed (or requested to be
+  performed).
+- :guilabel:`Description`: a short description of the specific type of service, or repair, performed
   to clarify the specific service.
-- :guilabel:`Service Type`: the service or repair performed. This is selected from a list of
-  services that must be configured.
+- :guilabel:`Service Type`: the type of service, or repair, performed. This is selected from a list
+  of services that :ref:`must be configured <fleet/new-type>`.
 - :guilabel:`Vehicle`: the specific vehicle the service was performed on.
-- :guilabel:`Driver`: who the current driver is for the vehicle.
-- :guilabel:`Vendor`: the specific vendor who performed the service or repair.
-- :guilabel:`Cost`: the total cost for the service or repair.
-- :guilabel:`Notes`: any information associated with the service or repair that is documented to add
-  clarification.
-- :guilabel:`Stage`: the status of the service or repair. Options are :guilabel:`New`,
-  :guilabel:`Running`, :guilabel:`Canceled`, or :guilabel:`Done`.
+- :guilabel:`Driver`: the current driver for the vehicle.
+- :guilabel:`Vendor`: the specific vendor who performed the service, or repair.
+- :guilabel:`Notes`: any information associated with the service, or repair, that is documented to
+  add clarification.
+- :guilabel:`Cost`: the total cost of the service, or repair.
+- :guilabel:`Stage`: the status of the service, or repair. Options are :guilabel:`New`,
+  :guilabel:`Running`, :guilabel:`Done`, or :guilabel:`Canceled`.
+
+At the bottom of the :guilabel:`Cost` column, the total cost of all services and repairs are listed.
 
 .. image:: service/services.png
    :align: center
@@ -81,66 +290,229 @@ View services
 -------------
 
 It is recommended to view the list of services in one of several pre-configured ways to better view
-the information presented. In the top right corner of the list, there are several icons that when
+the information presented. In the top-right corner of the list, there are several icons that when
 clicked, sort the data in different ways.
 
 .. image:: service/views.png
    :align: center
-   :alt: The icons in the top right corner than cn be clicked to present the information in
+   :alt: The icons in the top right corner than can be clicked to present the information in
          different ways.
 
 List view
 ~~~~~~~~~
 
-The default view of the services is the list view. This presents all the services in chronological
-order, from oldest to newest, in a list.
+The default view of the service records is a list view. This presents all the services, first
+grouped alphabetically by type of service, then grouped by status.
 
-The information can be sorted by any column. At the top of each column, hover over the column name.
-An arrow appears to the right of the name. Click the arrow to sort the data by that specific column.
+The information can be re-sorted by any column. At the top of each column, hover over the column
+name, and an arrow appears in the far-right of that column. Click the arrow to sort the data by that
+specific column.
 
-The default sorting is descending alphabetical order (A to Z). Click the arrow again to reverse the
-order, and go in reverse alphabetical order (Z to A). The one exception to this sorting is the
-default :guilabel:`Date` column, which sorts the information in chronological order (January to
-December) instead of alphabetical order.
+The default sorting is in descending alphabetical order (A to Z), represented by a :guilabel:`⌄
+(down arrow)` icon. Click the :guilabel:`⌄ (down arrow)` icon to reverse the alphabetical order (Z
+to A). The :guilabel:`⌄ (down arrow)` icon changes to an :guilabel:`^ (up arrow)` icon.
+
+The two exceptions to this sorting are the default :guilabel:`Date` column and the :guilabel:`Cost`
+column. The :guilabel:`Date` column sorts the information in chronological order (January to
+December), instead of alphabetical order. The :guilabel:`Cost` column sorts the information by
+repair price, from lowest to highest.
+
+Add a service
+*************
+
+To add a service record from the list view, click the :guilabel:`New` button, and a service form
+loads. :ref:`Enter all the information <fleet/service-form>` on the service form.
+
+The form automatically saves as data is entered.
 
 Kanban view
 ~~~~~~~~~~~
 
-To view services by their stage, click on the :guilabel:`Kanban icon`, which is the second icon in
-the top right, and appears as four black squares in a cube.
+To view services by their stage, click the :guilabel:`Kanban` button, which is the second icon in
+the top-right corner, and appears as two different length bars beneath a line.
 
-All the services with the same status appear in the corresponding column, from :guilabel:`Running`
-to :guilabel:`Cancelled`. To change the status of a service, simply click and drag the service card
-to the desired stage.
+All services are organized by service type, and appear in the corresponding Kanban column.
+
+The number of repairs for each type of service appears in the far-right of each Kanban column
+header.
+
+The collective status of the scheduled activities for each service type appears in the color-coded
+bar beneath each Kanban column title. Repairs with activities scheduled in the future appear green,
+activities due today appear yellow, overdue activities appear red, and repairs with no activities
+scheduled appear gray.
+
+Each Kanban card displays a color-coded activity-related icon, such as a :guilabel:`🕘 (clock)` icon
+or :guilabel:`📞 (phone)` icon, for example. These icons indicate both the type of scheduled
+activity and the status. The status of the activity corresponds to the colors in the status bar.
+Click on an activity icon to view the details of that specific activity.
+
+The length of the color bar is proportionate to the number of corresponding activities with that
+specific status in that particular stage. Hover over a color section to reveal the number of service
+records in that specific grouping.
+
+.. image:: service/kanban.png
+   :align: center
+   :alt: The service records presented in a Kanban view.
+
+To view **only** the records with a specific status, click the desired color bar section. The
+background color for the column changes to a pale hue of the same color (either green, yellow, red,
+or gray), and the color bar appears striped instead of solid. **Only** repairs and services with the
+selected status appear in the column.
+
+.. image:: service/kanban-status.png
+   :align: center
+   :alt: The oil change service records showing only repairs with past-due activities.
+
+.. _fleet/schedule-activity:
+
+Schedule activities
+*******************
+
+To schedule an activity for a repair or service from the Kanban view, click the activity icon in the
+lower-right corner of the service record, and click :guilabel:`+ Schedule an activity`. A
+:guilabel:`Schedule Activity` pop-up window appears.
+
+.. note::
+   Depending on what kind of activity, if any, is scheduled, the activity icon may appear
+   differently. For example, a :guilabel:`📞 (phone)` appears if a phone call is scheduled, or an
+   :guilabel:`✉️ (envelope)` appears if an email is scheduled.
+
+Enter the following information on the form:
+
+- :guilabel:`Activity Type`: using the drop-down menu, select the activity being scheduled. The
+  default options are :guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, :guilabel:`To-Do`,
+  and :guilabel:`Upload Document`.
+- :guilabel:`Summary`: enter a short description of the activity, such as `Schedule oil change`.
+- :guilabel:`Due Date`: using the calendar popover, select the date the activity must be completed.
+  Using the :guilabel:`< (left)` and :guilabel:`> (right)` arrow icons, navigate to the desired
+  month, then click on the date to select it.
+- :guilabel:`Assigned to`: using the drop-down menu, select the user responsible for the activity.
+- :guilabel:`Notes`: add any notes or details in the blank area in the bottom-half of the form.
+
+When the :guilabel:`Schedule Activity` is completed, click :guilabel:`Schedule` to schedule the
+activity, or click :guilabel:`Done & Schedule Next` to schedule the current activity and schedule
+another activity for the same repair.
+
+.. seealso::
+   For more detailed information regarding activities, refer to the main :doc:`activities
+   <../../essentials/activities>` document.
+
+Add a service
+*************
+
+A new repair can be added from this view. Click the :guilabel:`➕ (plus icon)` in the top-right
+corner of the Kanban column, and a new block appears at the top of the column, beneath the Kanban
+title.
+
+Enter a :guilabel:`Title` for the service or repair, then click :guilabel:`Add`. A
+:guilabel:`Create` service form appears in a pop-up window. :ref:`Enter all the information
+<fleet/service-form>` on the service form, then click :guilabel:`Save & Close` to add the record.
+The new record now appears in the Kanban column.
 
 Graph view
 ~~~~~~~~~~
 
-Another way to view the data is in a graph. To view the graph, click the :guilabel:`Graph icon`,
-which is the third icon in the top right, and appears as a small graph.
+Another way to view the data is in a graph. To change to the graph view, click the :guilabel:`Graph`
+icon, which is the third icon in the top-right, and appears as a small graph.
 
-The graph displays the information in a graph where the X axis represents the :guilabel:`Date` and
-the Y axis represents the :guilabel:`Cost`. Each column represents a single month, and then is
-further organized by vehicle. Each vehicle is represented by a different color, and each month's bar
-is divided by each vehicle.
+The default graph view displays the service information in a stacked bar chart, grouped by
+:guilabel:`Service Type`. The X-axis represents the :guilabel:`Service Type` and the Y-axis
+represents the :guilabel:`Cost`.
+
+Each column visually represents the total cost for all repairs and services for that specific
+:guilabel:`Service Type`. Hover over any bar to reveal a popover window that displays the total
+:guilabel:`Cost` for the service and repairs the bar represents.
+
+The graph can change to either a :guilabel:`Line Chart` or a :guilabel:`Pie Chart` by clicking the
+corresponding button above the graph. Additionally, the graph can display the data in either
+:guilabel:`Stacked`, :guilabel:`Descending`, or :guilabel:`Ascending` order, by clicking the
+corresponding buttons.
+
+.. image:: service/bar-chart.png
+   :align: center
+   :alt: A bar chart view of the services and repairs, with the various option buttons highlighted.
 
 Pivot view
 ~~~~~~~~~~
 
-The final way to view the service data is in a spreadsheet pivot table. Click on the
-:guilabel:`Pivot icon`, which is the last icon in the top right, and appears as a small spreadsheet.
+Another way to view the service data is in a spreadsheet pivot table. Click the :guilabel:`Pivot`
+icon, which is the fourth icon in the top-right, and appears as a small spreadsheet.
 
-The data presented in the table shows the cost of each service or repair. The rows represent the
-vendors, and each vehicle that was serviced by them appears beneath each vendor. The column
-represent the different service types performed.
-
-The table can be inserted in a spreadsheet or downloaded. To add the pivot table to a spreadsheet in
-Odoo, click :guilabel:`Insert In Spreadsheet` and a pop-up appears. Select the spreadsheet the data
-should be added to from the drop-down menu, and click :guilabel:`Confirm`. The spreadsheet then
-loads on the screen. The spreadsheets are stored in Odoo's *Documents* application. To download the
-table in an `xlsx` format, click the :guilabel:`Download` icon.
+The default way the data is presented shows the total cost of each type of service. The horizontal
+rows represent the various types of service, with a different service type in its own line. The
+vertical columns represent the total costs for each specific type of service, further divided by the
+type of service.
 
 .. image:: service/pivot.png
    :align: center
-   :alt: Download the pivot table to an xlsx file, or insert the data in a spreadsheet in Odoo's
-         Documents application.
+   :alt: The default pivot table view of the services.
+
+The table can either be inserted in a spreadsheet or downloaded, if desired.
+
+To add the pivot table to a spreadsheet in Odoo, first, the appearance of the pivot table must
+change. The default pivot table view does not allow it to be inserted into a spreadsheet (the
+:guilabel:`Insert in Spreadsheet` button is grayed out).
+
+First, click the :guilabel:`➖ (minus)` icon to the left of :guilabel:`Total` at the top of the pivot
+table. This collapses the service types, leaving only a single :guilabel:`Cost` column visible.
+
+Then, click the :guilabel:`Insert in Spreadsheet` button, which is no longer grayed out, and a
+:guilabel:`Select a spreadsheet to insert your pivot` pop-up window appears. Two tabs are visible in
+this pop-up window, a :guilabel:`Spreadsheets` tab and a :guilabel:`Dashboards` tab.
+
+Click the desired tab to indicate where the spreadsheet should be placed, either in a
+:guilabel:`Spreadsheet` or on a :guilabel:`Dashboard`. After clicking the desired option, click
+:guilabel:`Confirm`. The spreadsheet then loads on the screen.
+
+.. note::
+   Spreadsheets are stored in Odoo's *Documents* application, while dashboards are stored in Odoo's
+   *Dashboards* application.
+
+Click :guilabel:`Services` in the top-left corner to navigate back to the previous pivot table view.
+
+To download the table in an *xlsx* format, click the download xlsx icon, represented by a
+:guilabel:`⬇️ (down arrow above a line)` icon.
+
+.. seealso::
+   For more detailed information regarding reporting, refer to the main :doc:`reporting
+   <../../essentials/reporting>` document.
+
+Activity view
+~~~~~~~~~~~~~
+
+To view the scheduled activities for services or repairs, click the :guilabel:`🕗 (clock)` activity
+icon in the top-right corner of the screen. This presents all activities, organized by vehicle and
+activity type.
+
+The vertical columns are organized by activity type, and the horizontal lines are organized by
+vehicle.
+
+The entries are color-coded according to the status of each activity. Green activities are scheduled
+in the future, yellow activities are due today, and red activities are overdue.
+
+The user responsible for the activity appears in a photo in the lower-left corner of each activity
+entry.
+
+The due date of each activity is written in the top-center of each activity entry.
+
+A color-coded bar at the top of each activity column indicates the status of the activities within
+that column.
+
+The number of activities for each activity type is written on the right side of the color-coded bar
+beneath the column name.
+
+.. image:: service/activity-view.png
+   :align: center
+   :alt: The activity view, with the columns called out, and an activity box highlighted.
+
+Schedule an activity
+********************
+
+To add a service record from the activity view, click :guilabel:`+ Schedule an activity` in the
+bottom-left corner of the list, and a :guilabel:`Search: Services` pop-up window loads. Click the
+service that the activity is being scheduled for, and a :guilabel:`Schedule Activity` form loads.
+
+:ref:`Enter all the information <fleet/schedule-activity>` on the activity form.
+
+When the form is complete, click the :guilabel:`Schedule` button. Then, both pop-up windows close,
+and the activity now appears on the activity view.