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?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
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- e-Commerce
- 会计
- 库存
- PoS
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此问题已终结
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).
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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