Field Service Management (FSM) & Mobile Operations Overview

1. Overview & Business Value#

SmartERP Field Service Management (FSM) empowers maintenance, telecommunications, utility, and equipment repair organizations to dispatch and manage mobile technicians across distributed geographic territories.

Natively linked to SmartERP Inventory, Vehicle Fleet, and Invoicing, the module eliminates manual paperwork and tracks labor hours, spare parts consumption, and customer satisfaction in real time.

flowchart LR
    A["Customer Service Request / Helpdesk Ticket"] --> B["Dispatch Planning & Technician Matching"]
    B --> C["Mobile Execution (GPS Route & Worksheets)"]
    C --> D["On-Site Spare Parts Consumption"]
    D --> E["Customer Sign-Off & Photo Evidence"]
    E --> F["Automated Invoicing & Service History"]

2. Prerequisites & Access Permissions#

• Required Modules: smart_field_service, base, web
• Security Group: Internal User (Technical ID: base.group_user)
• Master Data Dependencies: Established corporate settings, defined role permissions, and active records.

3. Step-by-Step UI Execution & Verification#

Step 1: Navigating to the Module Interface#

1. Access your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher and select the operational application.
3. Select the target view or configuration form.

{screenshot:10-overview-step1-navigation}

Step 2: Executing Transactional Operations#

1. Fill in required parameters according to institutional procedures.
2. Validate entries and confirm execution.
3. Review updated record state in the chatter audit trail.

{screenshot:10-overview-step2-verification}

4. Advanced Configuration Points#

• Automated Tasks (Crons): Dedicated background crons manage recurring tasks and state transitions.
• Multi-Company Rules: All operational records are strictly isolated to Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#