Odoo Field Service–

The Comprehensive Solution You Need.

When it comes to workflow management, field-based businesses commonly face a challenge to achieving the seamless integration of centralized operations into field-based personnel. This is where Odoo Field Service Management Solution helps by providing a centralized platform for the efficient coordination of diverse operations. Odoo Field Service Management Solution assists organizations in overcoming the obstacles of managing a scattered workforce and attaining optimal efficiency and production by offering real-time data.

Common Challenges Your Business Encounter in Field Service Operations – 

• • Overbooking and overlapping appointments can have a negative impact on productivity and profitability.
  • Manual planning methods are inefficient and time-consuming.
  • Insufficient planning as a result of a lack of timely and accurate field-based labor data.
  • Customers have high expectations for real-time information and communication, which might be challenging to achieve.
  • Challenges in real-time monitoring of field-based teams must be managed during their full life cycle, from assignment to completion.
  • Complications result from complex systems, automated operations, and insufficient management data.
  • Low first-time fix rates as a result of incorrect field employee assignment or insufficient access.
  • Difficulties monitoring field workers’ travel time, as well as a lack of knowledge about their tasks.
  • Challenges in making collected customer data useful and informative.
  • Customer satisfaction is influenced by a lack of integration between the outcomes of your business key software system.

Why Odoo Field Service solution?

Odoo Field Service is a complete platform that can revolutionize the way your company manages field operations. Its integrated approach to job management, scheduling, and reporting enables organizations to achieve operational efficiency and cost savings. Businesses can make data-driven choices and improve customer satisfaction with real-time visibility into field activities.

But it isn’t all. Odoo Field Service has several features and capabilities for your company’s productivity and profitability.

Top Features of Odoo Field Service Management Solution You Need to Know:

Work scheduling & Management 

You can fully leverage dynamic work order scheduling, mobile working, and flexible, intelligent job management with the Odoo Field Service solution. Each field-based technician’s location can be easily tracked to enhance lone worker safety and find and implement operational improvements. It enables you to boost service delivery and the output of your field-based personnel.

• • • Work order creation & Tracking
    • Intelligent Appointment Scheduling ( Based on availability & Skillset ) 
    • Real-time visibility into technician availability and workload
    • Drag-and-drop scheduling 
    • Rescheduling and adjustments
    • Automated work orders dispatch
    • Collaboration tools Integration 
    • Automated purchase orders creation 
    • Work allocation
    • Enable follow-up jobs
    • Worker location visibility
    • Minute-by-minute view

Mobile Workforce Management-

The Odoo field service solution’s mobile app allows your field technicians to access work orders, inventory, and customer information in real time.  It ensures that information flows seamlessly between office-based teams and field personnel and provides managers with real-time visibility.

• • • Mobile access for technicians 
    • Easy to view and update job information 
    • GPS tracking of technician locations 
    • Mobile time tracking & Reporting 
    • E – Sign Support 
    • Route Optimization
    • Push notifications and alerts for new job assignments.
    • Change schedule Alerts 
    • Mobile payment processing for field service technicians 
    • Real-time access to customer information 
    • History Management 

Stock tracking and management- 

You can effortlessly track and manage your stock inventory with Odoo Field Service Solution, ensuring you always have the proper parts and equipment for your field service tasks.

• • • Real-time tracking 
    • Alerts / Notifications for Inventory levels & Stock outages
    • Stock transfer management between warehouses and vehicles
    • Automatic stock replenishment notifications
    • Barcode scanning 
    • Demand Planning 

Resource Management – 

You can schedule field-based work in real-time with Odoo Field Service Solution and manage your resources as the workday goes on. It enables your team to meet deadlines, provide exceptional customer service, cut down on travel time and expenses, and complete more tasks in a single day by seamlessly integrating appointed, scheduled, and responsive last-minute work throughout your field-based workforce.

• • • Dynamic Scheduling
    • Real-Time Management
    • Performance Tracking
    • Resource Allocation
    • Travel time reduction 
    • Demand Forecasting/Reports

Asset Management –

The Odoo Field Service solution ensures that you are always making informed decisions about your assets. It handles the entire lifecycle of your assets, from purchase to disposal, and provides total visibility into the condition of your assets, allowing you to plan and carry out field service tasks more efficiently.

• • • Asset tracking
    • Preventive maintenance scheduling
    • Maintenance history tracking
    • Parts inventory management
    • Equipment performance analytics

Reporting and Analytics- 

Reporting dashboard especially developed for field-based organizations in Odoo Field Service solution offers reporting on every aspect of your operation, allowing you to access information at a high level, as well as proactively handle issues without interrupting other scheduled tasks.

• • • Historical reporting and analysis
    • Customizable dashboards
    • Analytics mapped to KPIs
    • Benchmarked analysis
    • Tracked productivity performance
    • Customer Management

Integrations- 

Our Odoo Field Service solution’s seamless system integration makes sure that data moves between the various systems without any problems, lowering the possibility of errors and duplication and giving your field service team access to all the resources they need to do their jobs, including information and tools.

• • • CRM Integration 
    • Accounting & Invoicing 
    • Vehicle Tracking System Integration 
    • Mobile Odoo Workforce App Integration 
    • GPS & Mapping tools Integrations
    • Open API and SDK for custom integrations and extensions.

Small Steps Make Big Difference: Implement Odoo Field Service with Bista Solutions –

Odoo Field Service implementation can seamlessly transform your workforce operations, blending work across your entire workforce. The process doesn’t have to be lengthy, especially when you have an expert consultation and Implementation service that can offer tailored Field Service Solutions to your business needs. Let us help you transform your field service operations with Odoo Field Service ERP Solution with our Expert Implementation Methodology.

• • • We’ll assess your business needs and help you identify the key features that will be most useful for your Odoo Field Service suite.
    • With a tailored Odoo Feild Service implementation and Expert consultation, we’ll also seamlessly integrate Odoo Field Service with any existing solutions you want.
    • Our Training support will ensure your employees can effectively use the software, and we’ll work with you to define workflows and protocols for scheduling, dispatching, and tracking field service operations.
    • We’ll run tests, troubleshoot errors, and ensure your robust Odoo Field Service Solution is ready for rollout. Let us help you take your field service operations to the next level.

We are Expert Odoo Field Service Solutions Provider- 

• • • With 3 Decades of Expertise in ERP Implementation
    • Expert consultants team with industry-specific knowledge
    • Over 200 Custom-Built app developments tailored to meet specific business needs
    • Successfully implemented over 350 projects for clients worldwide
    • Many Satisfied clients with positive Reviews and Testimonials
    • 250+ Expert Odoo developers team
    • Industry-wise experienced project managers to ensure successful project delivery
    • We have a global presence with offices in over 10 countries, allowing us to serve clients worldwide.

Don’t let visibility issues and operational difficulties hold you back. Leverage Odoo Field Service Solution right away to revolutionize your Field Service business. 

Contact Us Today!

Odoo’s Invoicing app is a powerful tool for managing all aspects of the invoicing process. With its user-friendly interface, you can quickly create professional-looking invoices, manage payments, handle refunds, and generate a variety of reports to help you make informed decisions. This application offers a wide range of features, including multi-company compatibility, automated tax reporting, and the ability to import bank statements to help streamline your invoicing processes. Additionally, it offers a variety of payment options, including online payment gateways, making it easy for your customers to pay you. 

Three Pillars of Odoo Invoicing

Get Paid Faster: With Odoo’s Invoicing app, you can speed up your payment process and get paid faster. The app offers a variety of payment options, including online payment gateways, making it easy for your customers to pay you quickly and securely. It also offers automated follow-ups, helping you to stay on top of unpaid invoices and ensure timely payments.

Simplifying your Accounting: Odoo’s Invoicing app simplifies the accounting process, making it easy to create professional-looking invoices, manage payments, handle refunds, and generate reports. The app offers multi-company compatibility, automated tax reporting, and bank statement imports, all of which help streamline your invoicing processes and save time.

Analyzing your Sales: Odoo’s Invoicing features offer a range of powerful reporting tools to help you analyze your sales data and make informed decisions. With customizable dashboards and comprehensive sales reports, you can quickly access key sales information, such as top-selling products, customer behavior, and revenue trends. These insights can help you identify areas for improvement and optimize your sales strategy for better results.

Odoo Invoicing Features

Invoice Management

• Generate Professional Invoices: Easily create clear and complete invoices with a professional appearance in just a few seconds.
• Print or Send via Email: Choose to either print a hard copy of your invoices to send by post or send them instantly by email.
• Process Refunds: Create credit notes and handle reimbursements for a streamlined refund process.
• Multi-Company Compatibility: Automatically synchronize orders and invoices across multiple companies for more efficient management.
• Address Autocomplete: In Europe, input a valid VAT number to have Odoo automatically fill in the customer’s name and address.
• 3-Way Matching Payments: Ensure accuracy by comparing received payments with vendor bills before issuing payments.
• Manage Supplier Invoices: Keep track of supplier invoices within the system to better manage payments and accounting integration.
• Handle Recurring Invoices: Easily set up and manage recurring invoices based on contract specifications and payment frequency.
• Include Incoterms: Utilize Incoterms® standards to ensure that contract terms are properly specified.
• Payment Terms: Manage payment terms with a simple interface for easy tracking and monitoring.
• Customer Payments: Batch deposit functionality is available for faster and more efficient processing of customer payments.
• Customer Statements: Use a single interface to manage follow-up tasks related to customer statements.

Handling Payments

• Invoice Management: Gain a comprehensive overview of all invoices and easily filter them by status for better organization.
• Payment Options: Use SEPA payments for European transactions and print checks in US format for domestic payments.
• Bank Statement Import: Save time and reduce errors by automatically linking payments to your bank accounts with imported bank statements. Sync with 24,000 banks, primarily in the US, Australia, and New Zealand, and import files in OFX, QIF, CSV, or CODA formats.
• Multi-Currency Support: Allow customers to pay in their own currency with an automatic currency converter that records gains and losses for each conversion. Currency rates are automatically updated based on a chosen frequency (daily, weekly, or monthly).
• Online Payment Options: Send invoices by email and include a link to authorized payment platforms such as Paypal, Ingenico, Buckaroo, or Adyen for secure and efficient online payments.
• Batch Payments: Streamline the payment process by selecting and paying multiple vendor bills at once. Credit a batch of customers via SEPA Direct Debit or credit card tokens.
• Automated Follow-Ups: Set up automated steps and actions to be taken by the system in the event of a payment issue, saving time and ensuring prompt resolution.

Streamlined Reporting

• Accounting Reports: Access comprehensive reports for journals, legal statements, charts of accounts, and more, providing a full view of your accounting data.

• Sales Reporting: Quickly access key sales information with customizable and dynamic dashboards, enabling better decision-making and tracking of performance metrics.

• Automated Tax Reporting: Streamline tax calculation and reporting by setting up automated tax rules that accurately calculate taxes and define rounding parameters for more accurate reporting.

Simply put, Odoo’s Invoicing app streamlines the invoicing process with features like professional invoice creation, payment management, and comprehensive reporting. It offers multi-company compatibility, automated tax reporting, and bank statement imports, along with online payment gateways and automated follow-ups for faster payments. With customizable dashboards and detailed sales reports, you can analyze sales data and make informed decisions. Whether you’re a small business owner or a large enterprise, Odoo’s Invoicing app is a valuable tool for optimizing your invoicing process. 

Contact the Bista Solutions team for more information or a free consultation/demo. As an Odoo Gold Partner with decades of experience, a global presence, and 5 awards for Odoo Best Partner North America, our ERP experts can customize solutions to suit your business needs. Trust us to provide top-quality service, connect with us here.

Odoo Sales App: Features

Odoo’s Sales application provides businesses with an all-in-one solution for managing their sales operations. With features like quotation building, sales orders and invoicing management, customer portals, and email gateways, sales teams can streamline their processes and easily keep track of their activities. The application also offers tools for managing products, discounts, shipping, and coupons, as well as a product configurator and unit of measure management, allowing businesses to customize their sales process to fit their specific needs.

This application also provides in-depth analysis and reporting features, such as trackable KPIs and sales analysis by category, enabling businesses to gain valuable insights into their sales performance. With an intuitive user interface and mobile access, sales teams can work efficiently on the go, while electronic signature capabilities and inter-company rules ensure smooth communication and collaboration across teams and businesses. Overall, Odoo’s Sales application offers a comprehensive solution for managing and optimizing sales operations, helping businesses drive growth and revenue.

Let’s take a look at some of the Odoo Sales App features:

Efficient Selling: 

• Modern User Interface:

A user-friendly interface optimized for salespeople enables quick access to all relevant information in the right places.

• Mobile:

Conduct sales on the go with Odoo’s mobile interface.

• Data Entry Reduction:

Easily generate quotes, sales orders, and invoices from a single screen with seamless integration with the CRM app, streamlining your sales pipeline management from initial qualification to final closure.

• Sales Warning:

Receive alerts before sending quotes to particular customers or for specific products to avoid potential sales pitfalls.

Professional Quotations:

• Quotation Builder:

Accelerate the quote creation process by leveraging pre-defined products, price lists, and templates, enabling sales teams to work more efficiently.

• Quotation Template:

Design customized quotation templates with minimal effort and utilize them repeatedly to reduce time and effort.

• Pro-forma:

Facilitate transactions with customers by sending them proforma invoices.

• Upselling:

Optimize quotations to promote additional options, products, and other triggers for closing the sale, leading to greater sales potential and increased revenue.

• Electronic Signature:

Expedite the sales process by incorporating electronic signatures, enabling customers to review and sign quotations online.

• Variants Grid Entry:

Enhance sales order management by using a grid or matrix to include product variants and display all possible combinations of product attributes, such as sizes and colors.

Orders & Contracts Management:

• Sales Orders:

Streamline the sales process by converting quotations into sales orders with a single click, or by allowing customers to create their own sales orders through online quotes and Odoo eSign. Modify sales orders, sell product kits, and process partial orders with ease, saving time and effort.

• Manage Invoicing from Sales Orders:

Simplify invoicing by basing it on ordered or delivered quantities, time, and materials. Manage payment terms by customer or invoice, and track and follow up on invoice aging quickly and easily.

• Customer Portal:

Enhance customer experience by granting them access to an online portal, enabling them to view their quotes, sales orders, and delivery order status in real time.

• Order-Specific Routes:

Apply specific routes to order lines, such as drop shipping or replenishment on order, to improve order processing efficiency.

• Contracts:

Track contract phases, such as invoicing, renewal, and up-selling, with full integration with Odoo Subscriptions for recurring invoice management, contract renewal alerts, and contract options. Monitor recurring revenue via the MRR dashboard.

• Incoterms:

Configure Odoo Sales to display Incoterms on invoices automatically, streamlining the invoicing process.

• e Signature:

Utilize Odoo e Sign to secure signatures on NDAs, contracts, or any PDF document with ease.

Ease of Communication:

• Schedule Activities:

Stay on top of important quotations and orders with just one click, and receive alerts based on relevant activities to ensure timely follow-up.

• Email Gateways:

 Improve efficiency by automatically attaching all email communications to the corresponding customer order, enabling easy tracing of discussions and negotiation history.

• On-Boarding Emails:

Enhance the buyer experience by creating product-specific email templates with relevant information, such as instructions and service reminders, to streamline communication and facilitate on boarding.

• Inter-Company Rules:

Seamlessly manage sales and purchase orders in a multi-company setup by automatically mirroring them across all relevant companies.

Products & Prices Maintenance:

• Product Variants:

Easily create and configure products with multiple attributes or variants, such as size, color, and finish, to meet your customers’ unique needs.

• Discounts:

Apply discounts to any quotation line item, and choose whether the discount should be visible or hidden, to incentive sales and improve customer satisfaction.

• Product Types:

Manage any type of product, including services, stackable products, delivery charges, electronic products, or consumables, to meet the diverse needs of your customers.

• Third-Party Shipping:

Automatically compute shipping costs, print shipping labels, and track your shipment with UPS, DHL, FedEx, USPS, Bpost, Easypost, or other third-party shippers.

• Shipping Cost:

Compute shipping costs based on multiple variables, such as weight, volume, quantity, margin, and delivery address, to ensure accurate and fair pricing.

• Coupons:

Boost sales and improve customer loyalty by creating custom coupon codes for specific price lists, allowing customers to activate their discounts at purchase.

• Product Configurator:

Streamline the product selection process by configuring and selling your products with ease, selecting variant attributes with exclusion and optional products.

• Units of Measure:

Sell products in multiple units of measure, and let Odoo manage the conversion to ensure consistency and accuracy.

• Price Lists:

Compute the correct price based on customer conditions, add price lists to individual products depending on each customer’s segment, and automatically apply the applicable price list based on order conditions, such as quantity and/or time.

Clear Reporting:

• KPI Dashboard:

Stay up-to-date on important metrics like total invoiced amount, sales by country/person/team, churn, MRR, lifetime value, CAC ratio, upgrades/downgrades, and more with an easy-to-use dashboard.

• Sales Activities:

Keep track of all sales activities and performance data in one place, including the next actions and upcoming tasks.

• Sales Analysis:

Analyze your sales data by grouping it based on different categories such as product type, salesperson, country, or sales team. Choose whether to base your analysis on orders, invoices, or both.

Odoo Sales is a comprehensive solution for managing sales operations that offers a range of features to streamline the sales process. From quotation building to order management, invoicing, and reporting, the application provides an all-in-one solution for businesses to optimize their sales operations. The intuitive user interface, mobile access, electronic signature capabilities, and inter-company rules make it easy for sales teams to work efficiently on the go, collaborate with others, and communicate effectively with customers. Overall, Odoo Sales provides businesses with a powerful tool to drive growth and revenue by helping them manage and analyze their sales performance.

Don’t hesitate to contact the Bista Solutions team if you want to learn more about this application or request a free consultation/demo here. Our ERP experts can customize solutions to suit your business needs. Bista Solutions, an Odoo Gold Partner with decades of experience, a global presence, and 5 awards for Odoo Best Partner North America, can guarantee you’re in good hands.