This module allows you to link the vehicles and workers of Field Service with vehicles and drivers of Fleet.
Beware that the Fleet module can have more vehicles than the FSM one (not all vehicles of the company are used for Field Service work).
Table of contents
Installation
To install Field Service and have the mapping features, you need to install GeoEngine.
Please refer to the installation instructions available at: https://github.com/OCA/geospatial/tree/12.0/base_geoengine
Configuration
Upon installation, any existing FSM Vehicles will have Fleet vehicles created for them.
Go to Fleet and review the vehicles created from the existing FSM vehicles
- Update the vehicle model as needed
- Update the odometer unit which is set to kilometers by default
Usage
To use this module, you need to:
Fleet
- Go to Fleet
- Create or select a vehicle
- From Action menu, choose Convert to FSM Vehicle
- A new FSM Vehicle will be created linked to this Fleet Vehicle
Field Service
- Go to Field Service > Master Data > Vehicles
- Select or create a vehicle.
- Link to a Fleet Vehicle by assigining one to the vehicle details
Changing the Fleet vehicle driver sets the FSM Vehicle worker Changing the FSM Vehicle worker sets the Fleet Vehicle driver
Known issues / Roadmap
The roadmap of the Field Service application is documented on Github.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
- Wolfgang Hall <whall@opensourceintegrators.com>
- Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
- Brian McMaster <brian@mcmpest.com>
Other credits
The development of this module has been financially supported by:
- Open Source Integrators <https://opensourceintegrators.com>
- McMaster Lawn & Pest Services <https://www.mcmpest.com>
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainers:
This module is part of the OCA/field-service project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.