Duration: 25:16
🧾 Analytical Summary
Odoo 19 upgrades Field Service across planning, execution, and billing: templates and roles speed kickoffs, geolocation adds accountability, views get faster edits, costs/POs roll into profitability, and onsite UX hides what techs shouldn’t see.
🚀 Projects, tasks, and assignment
- Project templates reworked; explicit “template” flag.
- Task templates with preset priority, tags, and subtasks.
- Role‑based auto‑assignment: map roles (plumber/electrician/tech) to people at project creation.
📍 Execution and visibility
- Geolocation note on timer start/stop (GPS in chatter).
- Hide unit prices: worksheet report and “Add products” UI for user‑level techs.
- Gantt: collapse weekends, card popovers, inline priority, Undo; Gantt on portal.
- Kanban: three‑level priority, quick assign, toggle all subtasks.
- Map: reorder stops; Calendar: drag‑drop tasks.
🧾 POs, profitability, and appointments
- Subcontracted services: POs ungrouped by default (clear vendor instructions).
- POs included in project dashboard for real‑time profitability; no double cost when bills arrive.
- Reporting graphs now clickable to drill down.
- Appointments → tasks with assignee and allocated time.
🔧 Demo flow highlights
- Urgent repair with products added (no prices for tech); signed worksheets; invoicing from “To invoice” list.
- New renovation project via template and roles; plan in Calendar; create POs via top bar; dashboard shows costs and linked SO income.
🧠 Viewpoint: Odoo Perspective
⚠️ Disclaimer: AI-generated creative perspective inspired by Odoo’s vision.
Field work thrives on clarity and speed. Templates, roles, and draggable plans keep dispatch light, while geolocation and price hiding balance trust, control, and customer transparency.
Rolling POs into profitability and clickable reports give managers live truth instead of month‑end surprises.
🏢 Viewpoint: Competitors (FSM)
⚠️ Disclaimer: AI-generated fictional commentary. Not an official corporate statement.
Role‑based assignment and portal Gantt are welcome. Buyers will compare workforce capacity planning, SLAs/entitlements, offline mobile, and deep asset history. Geolocation and cost controls fit well for mixed in‑house/subcontract operations.
Disclaimer: This article contains AI-generated summaries and fictionalized commentaries for illustrative purposes. Viewpoints labeled as "Odoo Perspective" or "Competitors" are simulated and do not represent any real statements or positions. All product names and trademarks belong to their respective owners.