Odoo Field Service Tutorial | Scheduling, Work Orders, Field Tasks & Invoicing (Odoo 18)
Certum Solutions
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Odoo Field Service Tutorial | Scheduling, Work Orders, Field Tasks & Invoicing (Odoo 18)
1 315 просмотров · 1 год назад
Certum Solutions
4,54 тыс. подписчиков
1 315 просмотров · 1 год назад
📦 Managing field teams with chaos? Learn how Odoo Field Service (v18) solves scheduling, inventory, and invoicing delays in real time. Watch Leah from Certum Solutions walk through step-by-step how to streamline your service operations using Odoo’s built-in tools.
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⏱️ Timestamps:
00:00-01:20 – Introduction
01:20-04:38 – Setting Up Inventory Locations
04:38-07:55 – Managing Field Tasks with Kanban View
07:55-09:55 – Real-Time Communication Features
09:55-11:19 – Customizing Worksheets for Field Data
11:19-15:06 – Invoicing from the Field
15:06-16:53 – Conclusion and Next Steps
Whether you’re managing a field service team, scheduling technicians, or running inventory across multiple warehouses, this tutorial gives you the exact tools to take control.
What You’ll Learn in This Video:
✅ Track inventory across multiple warehouse locations and assign defaults to specific technicians.
✅ Visualize and manage tasks in Odoo 18 using Kanban, map, and calendar views.
✅ Enable real-time communication between field agents and your office.
✅ Create custom worksheet templates to guide field data capture.
✅ Invoice directly from the field in Odoo, no more bottlenecks or paperwork delays.
Real Problems We’re Solving:
❌ Missed appointments due to inefficient scheduling
❌ Technicians arriving without inventory visibility
❌ Delayed or forgotten invoicing after service is completed
How Odoo Solves Them:
📅 Streamlined scheduling & real-time task management
📦 Live inventory tracking for field teams
💵 Immediate invoicing on-site — get paid faster
💬 Why It Matters:
“Join Leah as she guides you through optimizing your field service operations with Odoo.”
“Discover practical solutions to common service challenges in this step-by-step tutorial.”
“Learn how to empower your team and enhance customer satisfaction using Odoo's tools.”
This isn't just a demo, it's a roadmap for teams that are growing and need a smarter system.
🔔 Related Video: What is Odoo ERP?
• What is Odoo ERP? Business Software 2025
🔔 More Odoo Tutorials On This Playlist:
• Odoo Tutorials & ERP Training | Odoo 19 Ap...
Certum Solutions is your ALL-IN-ONE Odoo partner, combining custom development, seamless implementation, and expert accounting under one roof!
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#odooservices #servicemanagement #inventorytracking #fieldservice #certumsolutions #cloudbased #odootutorial #fieldservice #BusinessAutomation #odoo18 #odooerp #servicemanagement
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