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Services

Field Service

✳︎ Schedule and track onsite operations

Plan onsite interventions on a map-aware calendar, let technicians log time, materials and photos from their phone, and get the worksheet signed on site - invoice ready before the van leaves.

A JOB, END TO END
PLANNEDON SITESIGNEDINVOICEDPARTS USEDADDED ✓WORKSHEETSIGNED ✓FROM DISPATCH TO INVOICE WITHOUT PAPER
MOBILE WORKSHEETSROUTES + TERRITORIES
Signed before the van leaves

Field work generates paperwork faster than any office: the job sheet, the parts used, the photos, the signature, the invoice assembled two weeks later from all of the above. Odoo Field Service ends the lag: jobs are planned on a dispatch calendar, and the technician runs the whole visit from a phone.

The invoice is ready before the van leaves the driveway.

Time logs itself, parts used are added on the spot, photos attach to the worksheet, and the customer signs on the screen. The invoice is ready before the van leaves the driveway, not two weeks later.

FIG.01 - THE WORKSHEET
JOB #2041TIME LOGGEDPARTS + PHOTOSCUSTOMER SIGNATURESIGNED ✓EVERYTHING THE INVOICE NEEDS, CAPTURED ON SITE
Technical drawing · mobile worksheet
How it works
the loop runs itself
STEP 01Job planned on the dispatch map
STEP 02Technician works the mobile worksheet
STEP 03Parts and photos logged on site
STEP 04Customer signs → invoice ready
On site
time, parts, photos and signature captured on the phone
0 lag
the invoice is ready when the job ends
Dispatch
map-aware calendar plans routes and territories
Signed
customer signature on the worksheet, on the spot
Key capabilities
Spec sheet · 4 functions
Dispatch calendar with territories
Mobile worksheets with photos and signature
Products used added to the invoice
Time tracking per intervention
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
We set up your teams, territories and worksheet templates for the jobs you actually do.
STEP 2Integrate
Parts come from Inventory, hours from Timesheets, the invoice from Sales: one visit, one record.
STEP 3Train✳︎
Your team learns Field Service in the training step of our 7-step journey, with your processes documented in your own Knowledge base.
Good to know

Odoo Field Service: one module, one shared database, zero double entry.

Odoo Field Service is one of the standard applications of the Odoo platform, part of the Services family. Like every Odoo module, it runs on the same database as CRM, sales, inventory and accounting: information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose it to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on Field Service for: dispatch calendar with territories; mobile worksheets with photos and signature; products used added to the invoice; time tracking per intervention. Because the module is part of the platform, every action leaves a clean trail for reporting: managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure Field Service for companies in Switzerland, France, Germany, the EU and Armenia, including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

See Field Service working on your own processes: on a free demo.
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