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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. Try Odoo ERP for free for 30 days: https://www.odoo.com?utm_campaign=par... #OdooFieldService #InventoryTracking #MobileInvoicing 🚨 FREE 30 min. consultations: https://www.certumsolutions.com/book-... Subscribe Now:    / @certumsolutions   ⏱️ 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! 🔔 Subscribe for more videos 💬 Questions? Leave them in the comments! 📅 Schedule a FREE 30 min. Assessment + Introduction Below Remote Appointment: https://www.certumsolutions.com/book-... 📲 Office: 980.210.6946 📧 Office: help@certumsolutions.com 🌐 Website: www.certumsolutions.com 🌐 Facebook:   / certumsol   🌐 LinkedIn:   / certum-solutions   🌐 Instagram:   / certumsolutionsnc   🌐 YouTube:    / @certumsolutions   #odooservices #servicemanagement #inventorytracking #fieldservice #certumsolutions #cloudbased #odootutorial #fieldservice #BusinessAutomation #odoo18 #odooerp #servicemanagement Odoo Field Service, Field Service Management, Odoo Inventory Tracking, Real-Time Field Updates, Field Technician Scheduling, Odoo Worksheets, Mobile Invoicing, Service Operations Optimization, Certum Solutions, Odoo Tutorials, Field Service App, Odoo Demo, Field Team Management, Cloud ERP for Service Teams