What the Agent Configures
Task Types
- Installation (new equipment setup at customer site)
- Repair (troubleshooting and fixing on-site issues)
- Maintenance (scheduled preventive visits)
- Inspection (quality or compliance audits)
- Consultation (on-site advisory or training)
Task Templates
For each task type, the agent creates templates with:
- Standard checklist of steps to perform
- Estimated duration
- Required materials/parts
- Skill requirements for technician assignment
- Customer communication templates (appointment confirmation, completion notification)
Technician Management
- Skill-based assignment (electrical, mechanical, IT, plumbing)
- Geographic territory assignment
- Availability calendar integration
- Workload balancing across technicians
- Overtime and travel time tracking
Scheduling
| Schedule Type | Configuration |
|---|---|
| Recurring | Monthly/quarterly maintenance visits |
| On-demand | Customer requests via portal or helpdesk |
| Emergency | Priority dispatch with SLA targets |
| Batch | Group nearby appointments for efficiency |
Material Management
- Standard parts list per task type
- Van/truck inventory tracking
- Parts consumption reporting
- Automatic replenishment for van stock
On-Site Reporting
- Digital worksheets replacing paper forms
- Photo documentation of completed work
- Customer signature capture
- Time tracking (travel, work, admin)
- Parts consumed recording
Integration Points
- Helpdesk — Support tickets escalate to field service tasks
- Sales — Installation tasks created from sales orders
- Inventory — Van stock management and parts consumption
- Invoicing — Automatic invoice creation on task completion
- Project — Field service as project tasks with timesheet billing
Getting Started
Deploy Odoo with Field Service on DeployMonkey. Field Service is Enterprise-only. Describe your service operations and the AI agent configures task templates, technician skills, and scheduling rules.