Help Desk

Web and Video Conferencing

Customer Support

Java Technologies

Service Mesh

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Enhanced 911 (E911)

Interactive Voice Response (IVR)

Risk Management

VoIP

Enterprise

Accounting

Crypto Asset Management

Invoicing

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Infrastructure

Cloud Storage

Data Masking

Email Verification

File Sync and Share

Fraud Detection

HTML Editors

IT Asset Management

Integration Platform as a Service (iPaaS)

License Management

Log Management

Machine Learning

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Remote Support

Secret Managers

Software Distribution

Tape Storage

Threat Hunting

Threat Intelligence

Vector Databases

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Content Management

Email Marketing

Graphics

IP Geolocation

Marketing Automation

Social Login

Social Media Management

Survey & Forms Building

Swag Management

URL Shorteners

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Video Surveillance

Security

Auto Repair

Building Information Modeling (BIM)

Emergency Notification

HIPAA Compliance

Laboratory Information Management

Legal Billing

Vertical-Specific

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### Task Management
Users consistently highlight the streamlined process workflow and real-time progress tracking as key strengths of Odoo Field Service's task management. The integration with various modules and the automation of task creation from sales orders are particularly lauded for reducing manual steps and enhancing efficiency. While some users mention challenges with managing recurring tasks and the complexity of linking customers, projects, tasks, and invoices, overall, the sentiment leans towards the positive side, with users appreciating the improved tracking, follow-up capabilities, and time-saving features of the task management system.

### Time Management
Users consistently praise Odoo Field Service for its efficient time management features, highlighting how it has significantly improved their workflow and eliminated time-consuming tasks. The time sheet functionality is particularly lauded for its user-friendly interface and the convenience of mobile applications. Reviewers emphasize that the ability to assign tasks to field engineers and track progress in real-time has streamlined their operations. The group by feature is also noted as a valuable tool that enhances organization and time allocation.

### Sales Management
Users consistently praise Odoo Field Service's integration with sales orders and its ability to streamline workflow between sales and field services. The system's capability to automatically generate tasks from sales orders and track all related activities efficiently has garnered positive feedback. Additionally, the ease of scheduling appointments, assigning tasks, and generating invoices within a unified system has been highlighted as a significant advantage by users. The integration with various modules and the minimal adjustments required for customization have also been commended for enhancing sales management processes.

Users have found that the software has effectively solved their time management issues by making data easily accessible and reducing time consumption. With this product, maintaining and planning schedules for employees has become seamless, ensuring accurate billing and inventory control. The software enables accurate monitoring of workers, improving overall efficiency. Customers have praised the software, stating that it provides the best experience for time tracking, making it a non-issue for their company. Additionally, users have found that the software simplifies the process of reviewing and updating tasks assigned to field engineers, offering a simple and efficient workflow. The automated workflow between the sales and field services modules helps users track tasks related to sales orders easily. It effectively solves the problem of sending service personnel to onsite locations and tracking their progress. In fact, it is highly regarded as the best onsite service technician management application available. Users have found that it simplifies the management of onsite technical assistance. Furthermore, generating invoices and quotations is considered one of the most important features of the software. By providing a single platform for assembling customer maintenance orders data and offering a user-friendly graphical interface, it streamlines the entire process. Additionally, users have found that the software maximizes technician utilization and eliminates the need for paper time sheets while also making data importing easy.

Difficulties accessing information on mobile app: Some users have encountered difficulties in accessing information on the mobile app, particularly in rural areas or where internet service is limited. Steep learning curve: Several reviewers have mentioned that there is a steep learning curve associated with using the software. It requires time and effort for new users to become familiar with all the features. User interface of main page: One user expressed dissatisfaction with the user interface of the main page, finding it too fancy with outdated icons and style. They suggested having more helpful information on the page instead. Reconciliations can be challenging: Uploading bank statements for reconciliation purposes can be challenging as some statements do not automatically match with the books, according to some users' feedback. Lack of certain cost analysis details: The software lacks certain details from a cost analysis perspective that could be beneficial, such as running a planned vs actual cost budget on both task and project levels. Best suited for consultancy companies: Some users feel that the software is best suited for consultancy companies and may not be suitable for all businesses. Lacking integration with maps in field service module: Certain generic features, like integration with maps, are lacking in the field service module according to some user comments. Lack of flexibility in creating and extracting reports: Some users mention a lack of flexibility when it comes to creating and extracting reports from the software. Overall positive experience but minor issues identified: While reviewers had an overall positive experience with the software, they did identify minor issues along the way.


Easy to use: Users have found Odoo Field Service to be easy to use, even for those with less technical knowledge. Several reviewers have mentioned that the platform's user-friendly interface and intuitive design make it simple to navigate and understand.

Valuable work order monitoring: The feature of monitoring and maintaining work orders is highly valued by users. Many reviewers appreciate the ability to easily track their tasks, manage progress, and ensure timely completion of work orders.

Convenient appointment scheduling: Users greatly appreciate the ability to easily schedule appointments and assign tasks to employees using Odoo Field Service. This functionality has been praised for its simplicity and effectiveness in streamlining the workflow of service-oriented businesses.

ServiceMax’s mission is to help customers with asset-centric field service management software. ServiceMax’s mobile apps and cloud-based software provide an overview of assets to field service teams. By optimizing field service operations, customers across all industries can better manage the complexities of service, support faster growth and run more profitable, outcome-centric businesses.

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Odoo Field Service

Applications that support field technicians and other staff in the field. Typically include scheduling and dispatching capabilities.

Field Service Management

Field Service Basics | Odoo Field Service

Advanced Settings | Odoo Field Service

Advanced Solutions Odoo Field Service: The multi tool of the Odoo apps!

Odoo is a fully integrated and customizable open-source suite of business applications including sales, CRM, project management, manufacturing, inventory, accounting and other business needs in one software solution. Odoo was designed to meet the needs of companies of all sizes and budgets.The depth of integration within Odoo helps users to reduce redundant manual processes. Every module is interconnected to provide an integrated experience from app to app, and users can automate many processes that would otherwise require manual inputs into multiple applications. Odoo keeps all business functions in one place allowing teams to collaborate with other departments from one unified platform.Odoo is open-source software and offers security features to business technology and software development communities around the world. The Odoo market offers numerous modules and apps that are suitable for a variety of business needs.

Odoo

Odoo Field Service - The multi-tool of the Odoo apps!

Odoo Field Service is the Swiss knife of the Odoo apps. It’s the tool that will help you and your employees deliver excellent services to your customers everywhere: from the administration to the face to face service, all of this is packed in an intuitive interface. It couldn’t be simpler, and to top it all off, it’s lightning fast!

Schedule appointments, assign tasks, plan routes, track time, sell products, design worksheet, invoice services and provide quotations in just a few clicks! 

Want to give it a try for free? Now is the time: https://www.odoo.com/r/QG5 You can also schedule a demo to see Odoo Field Service in action! https://bit.ly/2raXD4D

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Field Service Management Software

Odoo Field Service

Overview

What is Odoo Field Service?