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ERP Builders

ERP platform · Odoo

Odoo field service, before and after Odoo 20

Field service in Odoo covers scheduling technicians, sending them to the right address, recording work on worksheets, using parts from van stock and invoicing the job.

Overview

The short version

Odoo 20 discontinues the separate Field Service app and merges its features — worksheets, routing, live map, travel fees and customer equipment — into Planning. New projects should start on Planning; existing users need a planned migration.

ERP Builders is an independent Odoo services company and is not affiliated with or endorsed by Odoo S.A. “Odoo” is a trademark of Odoo S.A.

01

What we configure

Field service setup is about getting the right person to the right job with the right parts.

Scheduling

Jobs planned by skill, location and availability, with a map of the day's route.

Worksheets

Checklists, photos, measurements and customer signature captured on mobile.

Parts and van stock

Parts used on the job taken from a vehicle location and replenished from the warehouse.

Customer equipment

Installed equipment per site with service history.

Invoicing

Time, travel fees and parts invoiced from the job, or covered by a contract.

02

Upgrading Field Service to Odoo 20

Because Field Service moves into Planning, this is the area of an Odoo 20 upgrade that needs the most testing: open jobs, worksheet templates, custom reports and any automation built on field service tasks. We map each workflow to its Planning equivalent before the test upgrade.

Insights

Related reading

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FAQ

Frequently asked questions

Is Odoo Field Service gone in Odoo 20?

The separate app is discontinued. Its features are merged into Planning, so field service still works, but configuration, reports and custom code need migrating.

Can technicians work offline?

Mobile access depends on connectivity. Where signal is poor, we test the workflow on site and plan for it.

Can jobs come from helpdesk tickets?

Yes. Tickets can create on-site interventions, so support and field teams share the same history.

Next step

Running field jobs on phone calls and paper?

We will show how scheduling, worksheets and invoicing fit together.