Field Service - CRM

The module integrates the field service application with CRM opportunities. This can be useful in scenarios where onsite personnel are needed for evaluation or surveying before quoting.

Table of contents

Installation

To install Field Service and have the mapping features, you need to install GeoEngine.

Please refer to the installation instructions available at:-<https://github.com/OCA/geospatial/tree/19.0/base_geoengine>

Configuration

No configuration is needed.

Usage

• User must have Field Service User permissions
• Go to CRM app
• Create a new Opportunity
• Click the Create FSM Order button in the header to open a pre-filled order form, or click the FS Orders smart button to manage existing orders

Known issues / Roadmap

The roadmap of the Field Service application is documented on Github.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Patrick Wilson

Contributors

• Gray Matter Logic:
  • Maxime Chambreuil <<maxime.chambreuil@graymatterlogic.com>>
• Patrick Wilson <<patrickraymondwilson@gmail.com>>
• Freni Patel <<fpatel@graymatterlogic.com>>
• APSL:
  • Antoni Marroig <<amarroig@apsl.net>>

Other credits

The development of this module has been financially supported by:

• Pavlov Media <<https://www.pavlovmedia.com>>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/field-service project on GitHub.

You are welcome to contribute. To learn how please visit <https://odoo-community.org/page/Contribute>.