Odoo Field Service App simplifies on-site service management with an intuitive interface, real-time task updates, mobile accessibility, and seamless integration for invoicing, timesheets, and customer satisfaction. Perfect for efficient field operations.
Effortlessly navigate through tasks, schedules, and resources with a sleek, user-friendly dashboard designed for field operations.
Equip field agents with real-time access to tasks, schedules, and updates through the mobile app, enhancing productivity.
Track progress and prioritize work efficiently by visualizing service tasks in a card-based layout.
Optimize routing and scheduling by displaying tasks geographically, helping assign jobs to the nearest available technician.
Obtain a clear timeline of tasks, dependencies, and deadlines to ensure smooth project flow and effective resource allocation.
Plan and manage appointments easily, ensuring timely execution of field service activities.
Access detailed task information in a structured list for improved tracking and management.
Keep an eye on ongoing tasks and pending activities to ensure no service requests go unnoticed.
Enable real-time communication among team members within each task, improving coordination and minimizing response times.
Generate tasks automatically from various sources such as sales orders, helpdesk tickets, or web forms, ensuring no service request goes unnoticed.
Create unique email aliases for projects, enabling simple task creation by emailing.
Gather service requests from your website using customizable web forms that integrate directly into task management.
Seamlessly connect service tasks to sales orders, ensuring accurate execution and invoicing.
Transform helpdesk tickets into actionable tasks, ensuring prompt resolution of customer issues.
Log time spent on tasks for precise billing and performance monitoring.
Adapt service worksheets to fit your business requirements, capturing vital information such as parts used, work performed, and customer feedback.
Set up recurring tasks for regular maintenance or ongoing projects, automating repetitive workflows.
Empower customers to track service progress and review completed tasks through a dedicated portal.
Create professional reports summarizing the work completed, materials used, and task outcomes to improve transparency.
Obtain customer approvals on-site through electronic signatures, accelerating task completion and documentation.
Access the entire product catalog directly from service tasks, making it easy to add products or services while on the job.
Generate additional quotations on-site for any extra services or products the customer requests, enabling instant upselling opportunities.
Invoices can be created and sent right after task completion, ensuring fast and accurate billing without any delays.
Keep inventory levels current in real-time by automatically adjusting stock quantities based on materials used during service tasks.
Tailor your data analysis with pivot tables, allowing you to filter, sort, and group data to reveal trends and key performance indicators.
Use graphs to visualize data, making monitoring task progress, service efficiency, and team performance simpler.
Keep an eye on task status, completion rates, and timelines to ensure timely service delivery and identify areas for improvement.
Assess the effectiveness and accuracy of completed worksheets to uphold service quality and compliance.
Collect and analyze customer feedback post-service to continuously improve service quality and customer satisfaction.
Monitor project profitability by comparing costs, revenues, and resource allocation, ensuring optimal financial performance.
At Greytrix Business Solutions, we implement Odoo Field Service to assist businesses in effectively managing their on-site operations. With capabilities such as job scheduling, real-time task tracking, and smooth integration with inventory and invoicing, Odoo Field Service simplifies field operations, improves customer satisfaction, and increases workforce productivity.
