Odoo Experience 2019
Manage Your Onsite Interventions with Field Service
Industry
Location: Aula Magna / Théâtre - 10/3/19, 4:30 PM - 10/3/19, 5:20 PM (Europe/Brussels) (50 minutes)
Manage Your Onsite Interventions with Field Service
Gregory Dethier, Business Analyst - Odoo
Gregory Dethier, Business Analyst - Odoo

The goal of this talk is to showcase our brand new Field Service module. 

Structure of the talk: 

- Small explanation of the purpose of the Field Service module and its key features 

- Demo of the whole flow: planning of the intervention, service performance (timesheets, products, worksheets, signature) and service invoicing

Key learning:    

- tasks, sale orders, planning, and project integration 

- plan your worked tasks on a Gantt view 

- editable worksheets + customer signature 

- create a sale order directly from the task

- select products from a task during an intervention and invoice them afterward