[ADD] fsm: add documentation fsm

applications.rst

@@ -25,3 +25,4 @@ Applications
    mobile/firebase
    social_marketing
    sms_marketing
+   fsm

fsm.rst

@@ -0,0 +1,17 @@
+:banner: banners/fsm.jpg
+
+==============
+Field Service
+==============
+
+.. toctree::
+   :titlesonly:
+
+   fsm/planning_itinerary
+   fsm/keep_track
+   fsm/invoicing_time
+   fsm/create_quotations
+   fsm/onsite_tasks_from_sales_orders
+   fsm/manage_employees_schedule
+   fsm/customize_worksheets
+   fsm/plan_onsite

fsm/create_quotations.rst

@@ -0,0 +1,25 @@
+============================
+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
+   :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

fsm/customize_worksheets.rst

@@ -0,0 +1,38 @@
+============================
+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>`_

fsm/invoicing_time.rst

@@ -0,0 +1,60 @@
+=========================================
+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`

fsm/keep_track.rst

@@ -0,0 +1,20 @@
+========================
+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

fsm/manage_employees_schedule.rst

@@ -0,0 +1,42 @@
+==============================================
+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.
+
+.. seealso::
+ 	* :doc:`../project/configuration/setup`

fsm/onsite_tasks_from_sales_orders.rst

@@ -0,0 +1,29 @@
+=====================================================
+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:
+Create a task in an existing project --> Project --> Worksheet Template --> Save`.
+
+.. image:: media/onsite1.png
+   :align: center
+   :alt: Onsite Interventions from Sales Order in Odoo Field Service
+
+Now, once you have *Confirmed* a *quotation*, a task will be created in the respective
+project you have chosen.
+
+.. image:: media/onsite2.png
+   :align: center
+   :alt: Onsite Interventions from Sales Order in Odoo Field Service
+
+
+.. tip::
+   One of the greatest benefits here is that you can have different *Worksheets Templates* under the
+   same project and product, for example.

fsm/plan_onsite.rst

@@ -0,0 +1,19 @@
+================================================
+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.
+
+Enable the feature
+===================
+Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams --> Edit` and enable
+:menuselection:`Onsite Interventions --> Save`.
+
+.. image:: media/po1.png
+   :alt: Tasks from tickets in Odoo Field Service
+
+Now once your helpdesk team needs, they have the option to *Plan Intervention* from tickets.
+
+.. image:: media/po2.png
+   :align: center
+   :alt: Tasks from tickets in Odoo Field Service

fsm/planning_itinerary.rst

@@ -0,0 +1,36 @@
+======================
+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.