Aim
Welcome to “Managing Your Technicians in the Field: The Best of Odoo Field Service Handling,” a comprehensive training program designed to equip you with the skills and knowledge to efficiently delegate work to your technicians and ensure proper execution and documentation of field service operations with your customers. In this course, you’ll embark on a journey through utilising field service trips, whether as a primary business model or as an accessory to manufacturing/sales operations.
Outline
1. Field Service Product Configuration: Understand how to configure your products and services to facilitate smooth field service operations.
2. Basic Execution from Sales Order through Task to Invoice: Learn the seamless flow from creating a Sales Order to executing tasks and generating invoices for field service operations.
3. Task Planning and Execution: Explore in detail the process of planning tasks, setting up stages, assigning tasks to technicians, logging timesheets, and controlling task completion.
4. Invoicing Policy Options: Discover different invoicing policy options tailored to field service use cases, ensuring accurate and timely invoicing for your services.
5. Introduction of Extra Features: Delve into advanced features such as recurring tasks, custom worksheets for tasks, and automated actions for notifications, enhancing the efficiency and effectiveness of your field service operations.
By the end of this training programme, you will be equipped to set up and manage the entire field service process within Odoo. You’ll master configuring field service products, executing tasks from sales order to invoice, planning and managing tasks, and exploring advanced invoicing options. Additionally, you’ll leverage features such as recurring tasks, custom worksheets, and automated notifications to enhance your operations. Embark on this journey to master Odoo Field Service Handling, ensuring optimal management of your technicians and consistent customer satisfaction. Let’s get started!
| No | Seminar | Agenda |
|---|---|---|
| 1 | Starting from the beginning | - Field service product configuration - Basic execution from Sales Order through Task to Invoice |
| 2 | Field Service task workflow | - Showing the details of usage of task planning, stage set up, task assignment, timesheet logging and its control and completion |
| 3 | Advanced field service | - Invoicing policy options for field service use cases - Introduction of extra features - recurring tasks, custom worksheets, automated actions for notifications |
We provide training by real people, allowing you to ask questions and interact with the trainer directly. Our courses are designed as standard modules, but we can adjust the content to suit your needs, covering specific subjects in more detail or omitting those that don’t apply.
If you prefer a tailored course specific to your business, we would be delighted to offer that. This includes extra preparation time and an optional initial session to discuss your business and how you use your ERP system.
We also offer the possibility of onsite training and would be happy to discuss this with you.
