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odoo-field-service

Skill2 starsChanged 3 months agoMITView on GitHub

Functional expertise in Odoo's Field Service module, extending Project management for on-site interventions.

The file

We split this skill into the rules it gives an agent

2 rules. About 0 are common, 1 is distinctive, and 1 is very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈1

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Mandate: Always verify the site address (partner_id) before dispatching or updating a technician's schedule.

    line 14
  2. Distinctive:

    Automatic Invoicing: If the project is set to "Billable", Odoo can generate an invoice directly from the FSM task based on timesheets and …

    line 29

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Skill: Odoo Field Service Management (FSM)

This skill provides the agent with functional expertise in Odoo's Field Service module, which extends Project management for on-site interventions.

Core Mandates

1. FSM Task Architecture

  • Host Project: A Field Service task is a project.task belonging to a project where is_fsm is enabled.
  • Location-Centric: The partner_id on the task represents the physical location of the intervention.
  • Mandate: Always verify the site address (partner_id) before dispatching or updating a technician's schedule.

2. Intervention Lifecycle

  1. Scheduled: Dates (planned_date_begin, date_deadline) are set.
  2. In Progress: The technician starts the timer (Timesheets).
  3. Materials: Parts consumed on-site are added to the task, updating a hidden Sales Order.
  4. Worksheet: A digital form (worksheet.template) is filled out.
  5. Signed: The customer provides a digital signature (worksheet_signature).
  6. Done: The task is marked as fsm_done.

3. Worksheets & Reporting

  • Templates: Different types of jobs (e.g., HVAC Repair vs. Plumbing) use different worksheet_template_id.
  • Validation: Mandate that a worksheet must be filled and signed before an FSM task can be closed if a template is required.

4. Billing for Service

  • Automatic Invoicing: If the project is set to "Billable", Odoo can generate an invoice directly from the FSM task based on timesheets and consumed materials.

Available Resources

  • field-service-logic.md: Deep-dive into material consumption, worksheet custom models, and mobile-friendly workflows.
  • field-service-fields.json: Dense technical map of fields for FSM-specific tasks and worksheet templates.

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