Metadata-Version: 2.1
Name: odoo-addon-fieldservice
Version: 18.0.5.6.0.6
Requires-Python: >=3.10
Requires-Dist: odoo-addon-base_territory==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Manage Field Service Locations, Workers and Orders
Home-page: https://github.com/OCA/field-service
License: AGPL-3
Author: Open Source Integrators, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 5 - Production/Stable
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
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   :alt: Odoo Community Association

=============
Field Service
=============

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This module is the base of the Field Service application in Odoo.

**Table of contents**

.. contents::
   :local:

Configuration
=============

The base Field Service module can be used with minimal initial
configuration. It also allows for many advanced features, which require
a more in-depth configuration.

Order Stages
------------

The stage of an order is used to monitor its progress. Stages can be
configured based on your company's specific business needs. A basic set
of order stages comes pre-configured for use.

1. Go to *Field Service > Configuration > Stages*
2. Create or edit a stage
3. Set the name for the stage.
4. Set the sequence order for the stage.
5. Select *Order* type to apply this stage to your orders.
6. Additonally, you can set a color for the stage.

Field Service Areas
-------------------

You can manage designated areas or locales for your field service
workers, salesmen, and other resources. For example, salesmen may serve
a particular Territory. There may be multiple Territories served by a
single Branch office location. Multiple Branches are managed within a
District and these Districts are managed under an encompassing Region.

Setup a Territory
~~~~~~~~~~~~~~~~~

1. Go to Settings > Users & Companies > Territories\*
2. Create or select a territory
3. Set the territory Name and description
4. Select or create a branch which this territory serves
5. Choose a type of zip, country whichs defines the boundary used
6. Input a list of zip codes, countries based on your desired
   configuration

Setup Branches, Districts, and Regions
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

If your business requires, define your Branches, Districts, and Regions.
These are found under *Field Service > Configuration > Locations*

Advanced Configurations
-----------------------

Additional features, automations, and GeoEngine features can be enabled
in the General Settings panel for Field Service.

1. Go to *Field Service > Configuration > Settings*
2. Enable additional options
3. Configure new options

Manage Teams
~~~~~~~~~~~~

Teams can be used to organize the processing of field service orders
into groups. Different teams may have different workflows that a field
service order needs to follow.

1. Go to *Field Service > Configuration > Workers > Teams*
2. Create or select a team
3. Set the team name, description, and sequence

You can now define custom stages for each team processing orders.

1. Go to *Field Service > Configuration > Stages*
2. Create or edit a stage
3. Select the teams for which this stage should be used

Manage Categories
~~~~~~~~~~~~~~~~~

Categories are used to group workers and the type of orders a worker can
do.

1. Go to *Field Service > Configuration > Workers > Categories*
2. Create or select a category
3. Set the name and description of category
4. Additionally, you can select a parent category if required

Manage Tags
~~~~~~~~~~~

Tags can be used to filter and report on field service orders

1. Go to *Field Service > Configuration > Orders > Tags*
2. Create or select a tag
3. Set the tag name
4. Set a color index for the tag

Manage Order Templates
~~~~~~~~~~~~~~~~~~~~~~

Order templates allow you to create standard templates for your orders.

1. Go to *Field Service > Master Data > Templates*
2. Create or select a template
3. Set the name
4. Set the standard order instructions

Usage
=====

To use this module, you need to:

Add Field Service Locations
---------------------------

Locations are the specific places where a field service order is
performed.

1. Go to *Field Service > Master Data > Locations*
2. Create a location

Add Field Service Workers
-------------------------

Workers are the people responsible for performing a field service order.
These workers may be subcontractors or a company's own employees.

1. Go to *Field Service > Master Data > Workers*
2. Create a worker

Process Orders
--------------

Once you have established your data, you can begin processing field
service orders.

1. Go to *Field Service > Dashboard > Orders*
2. Create or select an order
3. Enter relevant details for the order
4. Process order through each stage as defined by your business
   requirements

Known issues / Roadmap
======================

The roadmap of the Field Service application is documented on
`Github <https://github.com/OCA/field-service/issues/1>`__.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/field-service/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Open Source Integrators

Contributors
------------

- Wolfgang Hall <whall@opensourceintegrators.com>
- Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
- Steve Campbell <scampbell@opensourceintegrators.com>
- Bhavesh Odedra <bodedra@opensourceintegrators.com>
- Michael Allen <mallen@opensourceintegrators.com>
- Sandip Mangukiya <smangukiya@opensourceintegrators.com>
- Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
- Brian McMaster <brian@mcmpest.com>
- Raphaël Reverdy <raphael.reverdy@akretion.com>
- Ammar Officewala <ammar.o.serpentcs@gmail.com>
- Yves Goldberg <yves@ygol.com>
- Freni Patel <fpatel@opensourceintegrators.com>
- `Tecnativa <https://www.tecnativa.com>`__:

  - Víctor Martínez

- Nils Coenen <nils.coenen@nico-solutions.de>
- Alex Comba <alex.comba@agilebg.com>

Other credits
-------------

The development of this module has been financially supported by:

- Open Source Integrators <https://opensourceintegrators.com>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
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    :alt: max3903
.. |maintainer-brian10048| image:: https://github.com/brian10048.png?size=40px
    :target: https://github.com/brian10048
    :alt: brian10048

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-max3903| |maintainer-brian10048| 

This module is part of the `OCA/field-service <https://github.com/OCA/field-service/tree/18.0/fieldservice>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
