Planning (field service).
Planning (field service) plans on-site interventions, with worksheets, materials and itineraries.
Too deep?
Business problems it addresses
- The office waits for paper worksheets
- Parts used on site aren't recorded
- Finished jobs wait to be invoiced
Main capabilities
Connected applications
For example: a request becomes a scheduled job, parts used update stock, and the worksheet leads to the invoice.
Where it matters
Implementation considerations
- Worksheets are built in Studio, which can change the price plan
- Van stock as inventory locations
What we set up with you
- Offline working is set up and tested on your devices
- Signatures and certificates your work requires
In practice
Gaikham
Job reports received promptly from the field instead of paper certificates.
Delivered by Coremind LLC (Odoo partner), not TRC.
Edition, version and hosting
An Enterprise application.
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