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ODOO FOR MAINTENANCE & FIELD SERVICE

Manage every service request from dispatch to completion.

Connect customers, assets, requests, technicians, schedules, worksheets, spare parts, contracts and billing.

Built around your real maintenance workflows.

Service Operations Center

Live technician view
ACTIVE FIELD JOB

HVAC Preventive Service

Planned vs Completed

Planned 12 JobsCompleted 9 Jobs
0%50%100%
Daily Progress
75%
SLA Status On Time
01Request
02Schedule
03Dispatch
04Service
05Invoice
Service Requests

Capture customer issues, priorities, assets and service commitments.

Technician Planning

Assign teams, dates, skills, territories and daily itineraries.

Parts & Worksheets

Record instructions, inspection results, time and consumed parts.

Contracts & Billing

Connect covered work, billable service, invoices and costs.

ONE CONNECTED OPERATING MODEL

Maintenance and field service built around the Odoo platform

RQM connects standard Odoo Helpdesk, Field Service, Planning, Maintenance, Inventory, Sales, Timesheets, Worksheets, Sign, Invoicing and Accounting. Requests, visits, parts, time and billing can share one operational foundation.

HelpdeskField ServicePlanningMaintenanceInventoryTimesheetsSignAccounting

CONNECTED SERVICE-JOB FOUNDATION

One connected record for every service job

A field service task can connect the customer, location, originating ticket or sales order, assigned technician, planned time, worksheet, consumed products, timesheets and invoice. Customer assets and contract entitlements can be added through the configured service model.

  • Follow every job from request and scheduling through completion and billing.
  • Plan technicians by role, location, availability and service priority.
  • Record work instructions, time, materials, customer approval and outcomes.
  • Give dispatchers current workload, job status, parts and service visibility.
Service JobConnected Record
Customer AssetTicketTechnicianWorksheetPartsInvoice

CORE CAPABILITIES

What RQM can configure for maintenance and field service

We configure a connected operating model for internal maintenance teams and customer-facing field operations. The design follows your equipment, service catalogue, contract coverage, priorities, territories, technician structure, inventory and billing rules.

01

Service Intake and Request Control

Create requests manually or from customer service channels, helpdesk tickets and confirmed service sales orders.

Helpdesk · Sales · Field Service · Priorities
02

Equipment and Maintenance History

Maintain internal equipment records, categories, responsible teams, service instructions and preventive or corrective requests.

Maintenance · Equipment · Requests · Calendar
03

Technician Planning and Dispatch

Assign tasks, planned dates and technicians; review jobs on a map and prepare daily itineraries from valid addresses.

Field Service · Planning · Map · Activities
04

Mobile Work and Worksheets

Give technicians task details, instructions and repeatable worksheets to capture checks, notes, files, time and completion data.

Field Service · Worksheets · Timesheets · Documents
05

Spare Parts and Stock Control

Record products consumed on-site, update warehouse stock and add eligible material to the connected customer invoice.

Inventory · Product Catalogue · Field Service · Barcode
06

Contracts, Sign-Off and Billing

Apply configured contract coverage, obtain customer approval, and invoice fixed service, time, products or recurring maintenance.

Sales · Subscriptions · Sign · Invoicing

REQUEST TO RESOLUTION

A connected maintenance and field-service lifecycle

01

Request

Capture the customer, location, asset, issue, priority, entitlement and requested date.

02

Assess

Review history, coverage, skills, parts, instructions and whether remote triage is appropriate.

03

Schedule

Assign the right technician, date and duration and organize the daily route.

04

Service

Perform the work, complete the worksheet and record time, parts, notes and exceptions.

05

Sign Off

Confirm the outcome, capture appropriate customer approval and schedule follow-up if needed.

06

Invoice

Apply contract coverage, validate billable time and parts and create the customer invoice.

FROM FRAGMENTED TO CONNECTED

What changes with an integrated platform

AreaDisconnected toolsConnected Odoo platform
RequestsCalls, emails and maintenance requests are recorded separatelyHelpdesk and Field Service connect requests with jobs
DispatchTechnician schedules and addresses are coordinated manuallyPlanning and map views connect people, dates and locations
ExecutionPaper forms delay job status and inspection dataTasks and worksheets capture service information on-site
Parts and timeConsumed stock and labor are entered after the visitProducts and timesheets connect usage with the job
BillingContract coverage and chargeable work are reconciled manuallySales, task delivery and invoicing share service records

RQM IMPLEMENTATION APPROACH

Configured around how your service operation actually works

Discover

Map intake, triage, asset history, contracts, scheduling, travel, execution, parts, approval, billing and reporting.

Design

Define the Odoo applications, asset and service-job model, roles, territories, contract rules, stock locations, integrations and extensions.

Invoice

Configure workflows, migrate approved data, test full business scenarios and train each user group.

Improve

Support adoption, monitor real usage and introduce further automation in controlled phases.

FREQUENTLY ASKED QUESTIONS

What maintenance and field-service leaders usually ask

What is the difference between Odoo Maintenance and Field Service?

Maintenance focuses on preventive and corrective work for registered internal equipment and work centers. Field Service manages customer-site tasks, technician work, worksheets, products and billing. A combined design may be needed when customer assets require their own history and contract coverage.

Can service tasks be created automatically?

Yes. Field service tasks can be created from configured service products on confirmed sales orders and from helpdesk tickets. Additional automation should be designed around clear request and contract rules.

Can technicians record parts, time and customer approval?

Yes. Field Service can record products used and timesheet entries, while worksheets capture structured on-site information. Signature or approval steps can be configured; products added to a task can update inventory and be included in invoicing.

Does standard Odoo provide live GPS and automatic route optimization?

Odoo can display field tasks on a map and create an itinerary based on planned dates when map integration is configured. Continuous GPS tracking, dynamic optimization, geofencing, telematics and IoT-triggered maintenance generally require additional integrations or extensions.

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