Field Service from Odoo Portal
| Technical name | dh_field_service_portal |
| License | LGPL-3 |
| Read description for | v 19.0 v 17.0 |
| Included Dependencies | Employee Portal User Link Portal: Frontend |
Description
A user-friendly Field Service Portal for Odoo that enables portal users to access and manage field service operations directly from the portal without requiring any backend or internal user access. Users can create, plan, schedule, assign, track, and manage field service tasks through a secure and intuitive interface. This module provides a backend-like experience for portal users while maintaining role-based security and controlled access to field service data.
Key Features
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Field Service Access from Portal: View and manage field service tasks directly from the portal.
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No Backend Access Required: Perform all field service operations without any backend or internal user access.
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Backend-Like Experience: Enjoy an interface and workflow similar to backend users based on assigned permissions.
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Task Management: Create, edit, update, assign, and manage field service tasks.
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Planning & Scheduling: Plan and schedule field service activities directly from the portal.
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Task Status Tracking: Monitor task progress and completion status in real time.
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Customer Signature Support: Capture customer signatures directly from the portal.
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Self-Service Portal: Enable portal users to independently manage their field service activities.
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Easy-to-Use Interface: Clean and simple UI for a better user experience.
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Controlled Visibility: Show or restrict field service records based on user roles and access rules.
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Improved Productivity: Reduce dependency on backend users and speed up field service operations.
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Increased Efficiency: Streamline field service processes while reducing dependency on internal users.
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Secure & Role-Based Access: Only authorized portal users can access field service data, ensuring security and controlled access.
Screenshots
Install the module, then create an employee record linked to the portal user. Grant the user access to the Field Service Portal.
Log in as a portal user to access the Field Service menu, where all related submenus of the field service dashboard are displayed.
Click on the My Tasks menu to access all the related submenus.
Click on the My Tasks menu to open a backend-like interface where users can view all of their assigned tasks and create new tasks directly from the portal.
Click on the Map menu to open a backend-like interface where users can view the locations of their assigned tasks and manage them directly from the portal.
Click on the All Tasks menu to access all the related submenus.
Click on the All Tasks menu to open a backend-like interface where users can view all tasks, create new tasks, and track their progress and status.
Click on the To Schedule menu to open a backend-like interface where users can create, view, and edit scheduled task details.
Click on the Planning menu to access all the related submenus.
Click on the By User menu to open a backend-like interface where users can create, view, and manage task planning details by user.
Click on the By Project menu to open a backend-like interface where users can view, create, and manage task planning details organized by project.
Click on the By Location menu to open a backend-like interface where users can view, create, and manage task planning details organized by location.
Click on the Reporting menu to access all the related submenus.
Click on the Task Analysis menu to open a backend-like interface where users can view and analyze task data, monitor performance, and track task progress.
Click on the Customer Ratings menu to open a backend-like interface where users can view and analyze customer ratings and reviews.
Video
A Datahat-Solutions will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Support
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