Managing Field Services and Appointments in Odoo 17

Enabling the Field Service Module

To manage off-site jobs and service calls:

Apps → Install "Field Service"

This adds tools to manage field teams, route appointments, log service reports, and connect with Invoicing and Timesheets modules.

Creating Field Service Tasks and Appointments

Create new tasks from:

Field Service → Tasks → Create

Fill in key details:

• 📍 Customer and service address
• 📅 Scheduled date/time
• 🧰 Task type (repair, maintenance, inspection)
• 📋 Instructions and checklist

You can also trigger tasks automatically from Sales Orders or Helpdesk tickets.

Assigning Technicians and Setting Time Windows

Use the planner or Gantt view to:

• 👷 Assign tasks to available field workers
• 📆 Define expected duration and deadline
• 🚦 Prioritize urgent jobs with tags and color codes

Employees will see their assigned jobs on their mobile dashboard or calendar.

Accessing and Completing Tasks via Mobile

Technicians can use the Odoo mobile app to:

• 📱 View assigned jobs and directions
• 📷 Upload photos or notes on the go
• ✅ Mark steps as complete from the field

Each update syncs in real time with your backend system.

Logging Timesheets and Used Materials

Field workers can log their work by:

• ⏱️ Adding time manually or using a timer
• 🛠️ Listing used spare parts, tools, or products
• 📦 Recording stock usage from mobile inventory

This data automatically flows into Payroll and Inventory modules.

Capturing Customer Signatures and Feedback

Once the job is done, technicians can:

• 📝 Collect digital signature from the customer
• 📄 Send or print a service report instantly
• ⭐ Record customer satisfaction ratings

This improves transparency and ensures documentation is captured on-site.

Integrating with Invoicing and Accounting

Once a task is complete:

• 🧾 Create an invoice based on time and materials
• 🔗 Link it to the original Sales Order or project
• 📚 Update revenue and cost journals in Accounting

You can automate this or review and confirm manually before sending the bill.

Conclusion

Odoo 17's Field Service module lets your team deliver professional, on-time service — from scheduling and execution to customer signature and billing. Everything is mobile-friendly, trackable, and integrated with your ERP stack.

Need help configuring your field operations or mobile workflows? Let our Odoo consultants optimize it for you.