Quick Start: Scheduling and Dispatching a Field Service Task

1. Overview & Business Value#

Create and dispatch your first field service work order.

1. Creating Task#

1. Open Field Service → Tasks → New.
2. Select Customer and Service Location.
3. Select Task Type (e.g., Generator Preventative Maintenance).

2. Dispatching Technician#

Assign the technician and set scheduled start time. The technician receives an instant mobile push notification.

{screenshot:fsm-quickstart-task-dispatch}

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:30-quick-start-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:30-quick-start-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#