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 Field Service ‣ Configuration ‣ Settings and enable the option Extra Quotations.

Create quotations in Odoo Field Service

Second, go to Configuration ‣ Projects and enable Extra Quotations.

Create quotations in Odoo Field Service

You can now create New Quotations directly from your tasks.

Create quotations in Odoo Field Service