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I am trying to work out which app would be best to use .. We need to add a customer and then be able to book a time for an on site quote. When the quote is turned into a sales we need to be able to book in a time for installation. Has any one have advice on how this could be done in odoo?

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Abbandona
Risposta migliore

Field Service is really just an extension to the Projects app.  So you can use Field Service features with projects as required.

You could have a Field Service project for doing quotes and then create a sales order from which Odoo can create a project - and you can book time against that task.

Or possibly you start with a sales order with a product that is set up to create a project and a (free of charge) task for the on-site quote.  You need to confirm it, so it creates the project and a task. Then later if they go ahead you add more billable services (which Odoo will add as tasks to the project).

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Abbandona
Risposta migliore

field service might work better because it will create a sales order directly when you add products to your formulary maybe a futher look into the real case would help to untestand better the requirements

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Abbandona
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