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odoo accounting v14 pos v15
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odoo accounting v14 pos v15
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Help

v14: Field Services. Is there any integration with maintenance contracts?

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fieldmaintenancecontractsservicesv14
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Community Question

One of the important parts of our field service app is the integration with the maintenance contracts.

Depending on the type of the contract, the customer get 1 or 2 preventive maintenance visits per year.

Is there any integration with maintenance contracts at this moment available in Odoo?

In case that this integration exists, is analysis of the profitability of the maintenance contract currently available in Odoo?

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Ray Carnes (ray)
Jawaban Terbai

>> a. Is there any integration with maintenance contracts?

Yes.

Configure a service product to create a subscription and a project and sell that service to a Customer.

This creates a monthly or annual subscription.  From the helpdesk ticket you click the Customer to see all service contracts that Customer has purchased and what the conditions of them are. 

You can determine if the ticket falls within the terms of the contract or not by checking the details on the order for that contract.

>> b. Is Analysis of the profitability of the maintenance contract currently available?

A field service worker would then set the correct contract on the Sales Order that is created to keep track of the products/services provided during the visit. 

Analysis of the profitability of analytic accounts is a standard feature.

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