Odoo Field Service Module: Operations Guide

What Is Odoo Field Service?

Odoo Field Service manages on-site work operations — dispatching technicians, scheduling tasks, tracking time, collecting customer signatures, and invoicing for work performed. It is used by HVAC companies, IT service providers, maintenance firms, and any business that sends workers to customer locations.

Module Setup

Install the Field Service module from Apps. It extends the Project module with field-specific features including GPS tracking, mobile worksheets, and on-site invoicing.

Configuration

Initial Settings

Go to Field Service → Configuration → Settings:

• Products on Tasks — Enable to sell products/parts on field tasks
• Timesheets — Track technician time on-site
• Worksheets — Digital checklists and report forms
• Customer Ratings — Collect feedback after task completion

Task Templates

Create task templates for common service types:

Scheduling and Dispatch

Creating Field Tasks

1. Field Service → Create Task
2. Select customer and location
3. Choose task template or create custom
4. Set date, time, and estimated duration
5. Assign technician

Planning View

The planning view shows a calendar/Gantt chart of all scheduled tasks:

# Planning considerations:
# - Technician availability and skills
# - Geographic proximity (minimize travel time)
# - Customer preferred time windows
# - Equipment and parts availability
# - Priority and SLA requirements

# Color coding by status:
# Gray: Scheduled
# Blue: In Progress
# Green: Completed
# Red: Overdue / Urgent

Map View

The map view displays task locations geographically. Dispatchers can see technician positions and nearby tasks, optimizing routes and reassigning tasks based on proximity.

Mobile Experience

Technicians use the Odoo mobile app for on-site work:

On-Site Workflow

1. View assigned tasks for the day
2. Navigate to customer location (integrated map directions)
3. Start the task timer
4. Complete the worksheet/checklist
5. Add used products and parts
6. Take photos of completed work
7. Collect customer signature
8. Stop timer and mark task as done

Worksheets

Digital worksheets replace paper forms for on-site documentation:

• Checklists — Step-by-step verification items
• Measurements — Record readings and values
• Photos — Before and after documentation
• Notes — Free-text observations
• Customer signature — Digital sign-off on completed work

# Example: HVAC Maintenance Worksheet
# ☐ Check thermostat settings
# ☐ Inspect and replace air filter
# ☐ Check refrigerant levels: ______ psi
# ☐ Clean condenser coils
# ☐ Test system operation
# ☐ Check ductwork for leaks
# Notes: _______________
# Customer Signature: _______________

Products and Parts

When Products on Tasks is enabled, technicians can add materials used during the service call. Parts are pulled from inventory, and the cost is included in the task for invoicing.

Time Tracking

With Timesheets enabled, technicians log their on-site time. This data feeds into:

• Customer invoicing (time and materials billing)
• Employee payroll (hours worked)
• Profitability analysis (labor cost vs. billing)

Invoicing

Field tasks generate invoices based on your billing model:

• Fixed price — Flat rate per service type
• Time and materials — Hourly rate plus parts used
• Contract/subscription — Covered under a service agreement

Reporting

• Task Analysis — Tasks by technician, type, customer
• Response Time — Creation to completion metrics
• Utilization — Technician productive hours vs. available hours
• Revenue per Task — Profitability by service type

Best Practices

• Create templates — Standardize common service tasks
• Use worksheets — Digital documentation beats paper every time
• Track time accurately — Start and stop the timer on-site
• Collect signatures — Proof of service completion prevents disputes
• Review utilization — Identify scheduling optimization opportunities

DeployMonkey + Field Service

DeployMonkey's AI agent configures task templates, worksheets, and invoicing rules for your field service business. It sets up technician scheduling and mobile workflows.