Equipment and asset records
Keep each machine or asset with its serial number, parts and service history.
FIELD SERVICE & MAINTENANCE
Field service and maintenance operations in Odoo
Log service requests, plan engineer visits, record the work done on site and keep customers updated, all linked to the equipment you maintain.
- Tickets linked to each machine or asset
- Engineer planning, checklists and parts used
- Service reports and WhatsApp updates for customers
SOLUTION OVERVIEW
Field Service & Maintenance with Odoo ERP
Keep your equipment records, service requests and engineer work together in Odoo. Each ticket is tied to the machine it concerns, so the full service history is always one click away.
Engineers follow checklists, record the parts they use and produce a service report, while customers get updates and links to their tickets.
The final scope follows your requirements, including the configuration, customisation and integrations you need.
Useful questions to start with
Think about these before our first call.
- How do customers report a problem to you today?
- How do you plan and assign engineer visits?
- Which details must an engineer record on site?
- How do you keep customers informed about their request?
WHAT THIS COVERS
Everything in one connected workflow
Service requests
Raise tickets from the website, track them on a dashboard and meet response times.
Engineer planning
Plan visits, assign engineers and follow work from start to finish.
Reports and customer updates
Send branded service reports and WhatsApp updates to customers.
TYPICAL WORKFLOW
How the process connects
A simplified workflow we adapt to your business.
Request
The customer raises a ticket for a machine.
Plan
Assign an engineer and schedule the visit.
Service
Complete the checklist and record parts used.
Report
Share the service report with the customer.
Review
Track history and recurring issues per asset.
Let's discuss your requirements
Tell us how your team works today, and we will suggest the Odoo setup, customisation and integrations you need.