diff --git a/_static/banners/fsm.jpg b/_static/banners/fsm.jpg new file mode 100644 index 000000000..e0bfce57a Binary files /dev/null and b/_static/banners/fsm.jpg differ diff --git a/applications.rst b/applications.rst index 1d4f6bfce..54a2b2232 100644 --- a/applications.rst +++ b/applications.rst @@ -25,3 +25,4 @@ Applications mobile/firebase social_marketing sms_marketing + fsm diff --git a/fsm.rst b/fsm.rst new file mode 100644 index 000000000..a918205e6 --- /dev/null +++ b/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 diff --git a/fsm/create_quotations.rst b/fsm/create_quotations.rst new file mode 100644 index 000000000..93302d004 --- /dev/null +++ b/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 diff --git a/fsm/customize_worksheets.rst b/fsm/customize_worksheets.rst new file mode 100644 index 000000000..e1d0f0c71 --- /dev/null +++ b/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 `_ diff --git a/fsm/invoicing_time.rst b/fsm/invoicing_time.rst new file mode 100644 index 000000000..39088efda --- /dev/null +++ b/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` diff --git a/fsm/keep_track.rst b/fsm/keep_track.rst new file mode 100644 index 000000000..8b053d325 --- /dev/null +++ b/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 diff --git a/fsm/manage_employees_schedule.rst b/fsm/manage_employees_schedule.rst new file mode 100644 index 000000000..a4d059233 --- /dev/null +++ b/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` diff --git a/fsm/media/cc1.png b/fsm/media/cc1.png new file mode 100644 index 000000000..f9a236a07 Binary files /dev/null and b/fsm/media/cc1.png differ diff --git a/fsm/media/cc2.png b/fsm/media/cc2.png new file mode 100644 index 000000000..06a6ddb07 Binary files /dev/null and b/fsm/media/cc2.png differ diff --git a/fsm/media/cc3.png b/fsm/media/cc3.png new file mode 100644 index 000000000..d5de92202 Binary files /dev/null and b/fsm/media/cc3.png differ diff --git a/fsm/media/cq1.png b/fsm/media/cq1.png new file mode 100644 index 000000000..22fec92df Binary files /dev/null and b/fsm/media/cq1.png differ diff --git a/fsm/media/cq2.png b/fsm/media/cq2.png new file mode 100644 index 000000000..89f1575ef Binary files /dev/null and b/fsm/media/cq2.png differ diff --git a/fsm/media/cq3.png b/fsm/media/cq3.png new file mode 100644 index 000000000..428b7631d Binary files /dev/null and b/fsm/media/cq3.png differ diff --git a/fsm/media/im1.png b/fsm/media/im1.png new file mode 100644 index 000000000..b3e37e7c0 Binary files /dev/null and b/fsm/media/im1.png differ diff --git a/fsm/media/im2.png b/fsm/media/im2.png new file mode 100644 index 000000000..b5ecd020e Binary files /dev/null and b/fsm/media/im2.png differ diff --git a/fsm/media/im3.png b/fsm/media/im3.png new file mode 100644 index 000000000..8464523fb Binary files /dev/null and b/fsm/media/im3.png differ diff --git a/fsm/media/im4.png b/fsm/media/im4.png new file mode 100644 index 000000000..fcea159a9 Binary files /dev/null and b/fsm/media/im4.png differ diff --git a/fsm/media/im5.png b/fsm/media/im5.png new file mode 100644 index 000000000..cbad741bc Binary files /dev/null and b/fsm/media/im5.png differ diff --git a/fsm/media/kts1.png b/fsm/media/kts1.png new file mode 100644 index 000000000..6f016f905 Binary files /dev/null and b/fsm/media/kts1.png differ diff --git a/fsm/media/kts2.png b/fsm/media/kts2.png new file mode 100644 index 000000000..8fc115326 Binary files /dev/null and b/fsm/media/kts2.png differ diff --git a/fsm/media/mw1.png b/fsm/media/mw1.png new file mode 100644 index 000000000..dc75ae550 Binary files /dev/null and b/fsm/media/mw1.png differ diff --git a/fsm/media/mw2.png b/fsm/media/mw2.png new file mode 100644 index 000000000..8661cbdfa Binary files /dev/null and b/fsm/media/mw2.png differ diff --git a/fsm/media/mw3.png b/fsm/media/mw3.png new file mode 100644 index 000000000..92737dba7 Binary files /dev/null and b/fsm/media/mw3.png differ diff --git a/fsm/media/onsite1.png b/fsm/media/onsite1.png new file mode 100644 index 000000000..961e200a0 Binary files /dev/null and b/fsm/media/onsite1.png differ diff --git a/fsm/media/onsite2.png b/fsm/media/onsite2.png new file mode 100644 index 000000000..939776169 Binary files /dev/null and b/fsm/media/onsite2.png differ diff --git a/fsm/media/plit1.png b/fsm/media/plit1.png new file mode 100644 index 000000000..4c0612d47 Binary files /dev/null and b/fsm/media/plit1.png differ diff --git a/fsm/media/plit2.png b/fsm/media/plit2.png new file mode 100644 index 000000000..b776ae97f Binary files /dev/null and b/fsm/media/plit2.png differ diff --git a/fsm/media/plit3.png b/fsm/media/plit3.png new file mode 100644 index 000000000..da7f27498 Binary files /dev/null and b/fsm/media/plit3.png differ diff --git a/fsm/media/plit4.png b/fsm/media/plit4.png new file mode 100644 index 000000000..ccdac1370 Binary files /dev/null and b/fsm/media/plit4.png differ diff --git a/fsm/media/po1.png b/fsm/media/po1.png new file mode 100644 index 000000000..441b0902c Binary files /dev/null and b/fsm/media/po1.png differ diff --git a/fsm/media/po2.png b/fsm/media/po2.png new file mode 100644 index 000000000..07bb4e9c2 Binary files /dev/null and b/fsm/media/po2.png differ diff --git a/fsm/onsite_tasks_from_sales_orders.rst b/fsm/onsite_tasks_from_sales_orders.rst new file mode 100644 index 000000000..cf6b3d74d --- /dev/null +++ b/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. diff --git a/fsm/plan_onsite.rst b/fsm/plan_onsite.rst new file mode 100644 index 000000000..2be9a2c9e --- /dev/null +++ b/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 diff --git a/fsm/planning_itinerary.rst b/fsm/planning_itinerary.rst new file mode 100644 index 000000000..e48e8ca3f --- /dev/null +++ b/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.