Onsite interventions planning¶
From a sales order¶
Allowing your sales team to open onsite interventions creates a seamless experience for your customers. They can receive a quotation they first have to approve before the work even starts.
Go toand create or edit a product.
Under the General Information tab, select Service as Product Type.
Under the Sales tab, select Timesheets on tasks as Service Invoicing Policy.
Select Create a task in an existing project as Service Tracking.
Select your Project.
If you use them, select your Worksheet Template, and save.
From the Sales app, create a quotation with the product and confirm it. A task is automatically set up under your Field Service project. It is directly accessible from the sales order.
From helpdesk tickets¶
The integration with the Helpdesk app lets your helpdesk team manage intervention requests directly. Planning field service tasks from tickets speeds up your processes.
Configure the helpdesk team¶
Go to Onsite Interventions.. Select a team and enable
The helpdesk tickets of the team now display the Plan Intervention button. Click on it to create a new task under your field service project.