Odoo Field Service Management
Odoo Field Service Management unites several different modules under a comprehensive package. These components are appointment scheduling, delivery of onsite repair services, installations scheduling, and vehicle tracking, all this while giving visibility to customers through a customer portal.
- Scheduling Appointments
- Employee Assignment
- Time Tracking
- Service Delivery Route Planning
- Cross Selling
- Quotations and Invoices
- Work Order and Task Management
for Field Service Management
Comstar USA’s mobile offline app
Comstar USA’s mobile offline application allows the service person to perform all installations and service tasks without requiring an active internet connection. The service representative has complete access to all the customer and equipment data in the offline application. The service person can log the time spent, update equipment information, and other customer data through the mobile device. Follow-up appointments for service can be scheduled through the mobile offline application for field service management. Furthermore, the rep can generate new quotes and sales orders. In addition, a service representative can create invoices, get client signatures, and accept payments, all this while in offline mode without any internet connectivity. The Field Service module gives access to all the Sales functionality turning your service rep into a business development person.
The delivery driver downloads routes and orders into the mobile offline application (phone or tablet).
When the deliveries are done, the delivered amount is updated. The data is then uploaded at the end of the route or at any time if there is an available network. The routes are downloaded from the Odoo server before the driver starts the route. The driver can change the delivery sequence for that date based on traffic conditions or due to a last-minute client change request. The route sequence is optimized based on the map.