Field Service - Sales - Recurring

This module allows you to sell recurring field services.

Table of contents

Configuration

To setup a product for quoting and selling field service orders:

• Go to Sales > Catalog > Products
• Create or select a product
• Set the Product Type to 'Service' under General Information tab
• Under Sales tab, set the Field Service Tracking option to 'Create a recurring order'
• Select the FSM Recurring Template (and optionally the FSM Order Template) that will be used for creating FSM Recurring Orders when a Sale Order is confirmed with this product

Usage

• Go to Sales
• Create a new Quotation/Sale Order
• Set the FSM Location to be used
• On a Sale Order Line, select a product configured for field service orders
• Confirm the Sale Order
• Field Service Recurring Orders are generated and linked with sale order line

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

• Gray Matter Logic

Contributors

• Gray Matter Logic <<https://www.graymatterlogic.com>>
  • Steve Campbell <<scampbell@graymatterlogic.com>>
  • Maxime Chambreuil <<maxime.chambreuil@graymatterlogic.com>>
  • Wolfgang Hall <<whall@graymatterlogic.com>>
• Serpent Consulting Services Pvt. Ltd. <<support@serpentcs.com>>
• Brian McMaster <<brian@mcmpest.com>>
• Raphaël Reverdy <<raphael.reverdy@akretion.com>>
• Italo LOPES <<italo.lopes@camptocamp.com>>
• CIT Services <<cit-services.eu>>
• Prayag <<prayag.k@cit-services.eu>>

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 maintainers:

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>.