Field Service Management
Free
by CPA Books ERP
Versions:
14.0
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CPA Books ERP · Odoo 14 · Free
Field Service Management
Every complaint,tracked to done.
Field Service Management turns project tasks into Complaint Registration Numbers (CRNs). Register the call, visit the site, quote, issue material, finish the job, invoice it and close it, all on one guided form.
Built for facility management, MEP, HVAC and maintenance companies that run AMC and call-out service jobs.
Follow the 9 stages Ask for a demo
CRN/CO1/2026/00148
AC not cooling, Level 14
Al Noor Facilities · AMC
5. Work in Progress · 56%
9
CRN stages
37
numbered form fields
4
cost heads per CRN
2
report copies (internal / customer)
The CRN route
Nine stops from the first call to approval
The stage moves on by itself as the site visit is logged, the quotation is sent and confirmed, the work dates are filled and the invoice is posted.
Registration
1. Registered
CRN number, customer, site, contact, complaint type and title.
2. Site Visited
Visited by, date, remarks and the next action.
Quotation
3. Quotation Issued
Create the quotation from the CRN; customer and site are filled in.
4. QTN Approved
Confirmed sales order moves the CRN on.
Execution
5. Work in Progress
Assigned engineer, assign date and end date; material and timesheets are booked.
6. Waiting Invoice
Job finished and ready for billing.
Billing & close
7. Job Complete FOC
Free-of-charge jobs close without an invoice.
8. Job Invoiced
Posted invoice is linked to the CRN.
9. Approved
Approved By is set and the CRN is closed.
One service desk, opened in one click
The Complaint Registration app opens on the Complaint Registration Management dashboard, with a sidebar for CRNs, reporting, store and timesheets.
Dashboard. A count for every stage, plus panels for intake, quotation, execution, billing, store and timesheets. Click any number to open that list.
CRN Processing Cycle. The nine stages on a clockwise ring, coloured by phase. Click a stage to open its CRNs.
Complaint Registration Form
A form that tells you what comes next
137 numbered fields
Grouped in dark stage boxes: Registration, Site Visit, Quotation, Work in Progress, Invoice and Approval / Close.
2A NEXT pointer
Points at the next field to fill. Finished stages become read-only.
3Workflow checklist
The side panel shows each stage as Done or Pending, with a progress bar and the list of pending items.
After the site visit, pick the next action
Field 24 decides where the CRN goes.
1. Closed 2. Issue QT 3. FOC
The Quotation, Invoice and DO buttons on top of the form open the documents linked to the CRN.
Job costing
Know what each CRN really cost
Material + Timesheet (In / Out × rate) + Transport + Other = Total Actual + Estimated Cost
TMC Internal
Timesheet lines with In / Out times and cost, plus the material request lines with issued quantity and value.
TMC Customer
An editable customer copy of the materials and labour, reloaded from TMC Internal in one click.
Store
Material issued and returned against the CRN
Material Issue Note (MIN)
Pick the CRN and the pending material request lines become the stock moves.
Material Return Note (MRN)
Pick a done MIN; only the quantity not yet returned is loaded, with the locations reversed.
Store lists: Material Request Pending, Material Issued, DO Pending and DO Issued, also under Inventory › CRN.
Print
Job Completion Report, in two copies
| TMC Internal | Your own record of parts and engineer hours. |
| TMC Customer | The copy the customer signs at handover. |
Customer details, complaint and job details, parts used with serial numbers, the time sheet, and a handover block with signatures for the customer and your company. The number of table rows is set per CRN.
Service Monitoring Dashboard
Stage pipeline, complaint mix, created vs closed trend, engineer cost load and the oldest open CRNs, filtered by period and company.
A CRN list you can read by colour
Progress %, age in days, material and timesheet cost on every row.
Red: older than 7 days, still registered or quotation issued
Amber: urgent or waiting for invoice
Blue: site visited or in progress
Green: completed or approved
Requirements
| Odoo | 14.0 Community and Enterprise |
| Required apps | Project, Timesheets, Sales Timesheet, Sales Stock, Inventory, Purchase |
| Other modules | None. No third-party apps needed. |
Good to know
• On install, all existing projects are marked for complaint registration (with quotations and timesheets allowed), so they can hold CRNs.
• The Complaint Registration app opens on the CRN dashboard and uses its own sidebar menu.
• CRN numbers follow CRN/CO<company>/<year>/00001 and restart every year.
• Admins can load sample CRNs from Settings › FSM Test Data and remove them again.
FAQ
Does it work on Odoo Community?
Yes. It runs on Odoo 14 Community and on Enterprise. No Enterprise app is required.
Can a CRN be closed without a quotation?
Yes. Choose "1. Closed" or "3. FOC" as the next action after the site visit.
Where do material costs come from?
From the CRN's material request lines: the quantity issued on done Material Issue Notes × the product cost.
Can I still create normal project tasks?
Yes. Normal tasks stay as they are; a "Create CRN" button on a task or activity opens a new CRN from it.
Your Odoo, your version
Upgradeable to any Odoo version
Available for Odoo 14 right now. On a newer Odoo? We move Field Service Management to your version. Contact us on WhatsApp or email.
14
now
15
request
16
request
17
request
18
request
19
request
Want a walkthrough on your data?
Write to us and we will set up a demo or help you install it.
info.cpabooks@gmail.com WhatsApp +971 56 256 8128CPA Books ERP · cpabookserp.com
# -*- coding: utf-8 -*-
{
'name': 'Field Service Management',
'summary': """
Field service complaint registration (CRN): 9-stage workflow from
registration, site visit and quotation to job completion, invoice and
approval, with material issue/return notes, job costing and dashboards.
Works on Odoo Community and Enterprise.""",
'description': """
Field Service Management turns project tasks into Complaint
Registration Numbers (CRNs). Every complaint follows a guided 9-stage
flow (Registered, Site Visited, Quotation Issued, Quotation Approved,
Work in Progress, Waiting Invoice, FOC Done, Invoiced, Approved) with a
numbered form, a stage checklist and a progress bar.
Store teams issue and return materials against a CRN with Material
Issue / Return Notes, and every CRN collects material, timesheet,
transport and other costs. A service dashboard, a processing cycle
view, chart dashboards and Job Completion Reports (internal and
customer copies) are included.
""",
'author': 'CPA Books ERP',
'website': 'https://cpabookserp.com',
'live_test_url': 'https://cpabookserp.com/contactus',
'support': "info.cpabooks@gmail.com",
'category': 'Services/Field Service Management',
'version': '14.0.1.2.0',
'license': 'OPL-1',
'images': ['static/description/banner.png'],
'depends': [
'base',
'project',
'hr_timesheet',
'sale_timesheet',
'sale_stock',
'stock',
'purchase',
],
'data': [
'security/crn_security.xml',
'security/ir.model.access.csv',
'security/customer_part_access.xml',
'data/invoice_type_data.xml',
'data/project_project_data.xml',
'data/project_task_data.xml',
'views/crn_base_views.xml',
'views/report_project_task.xml',
'reports/worksheet_customer_report_templates.xml',
'views/complaint_detail_views.xml',
'views/project_project_views_inherit.xml',
'views/project_task_views.xml',
'views/crn_task_bifurcation_views.xml',
'views/fsm_task_form_statusbar_fix_views.xml',
'views/fsm_task_form_next_action_duplicate_fix.xml',
'views/fsm_action_navigation_views.xml',
'views/fsm_crn_form_shell_views.xml',
'views/fsm_workflow_ui_views.xml',
'views/fsm_workflow_stage_controls_views.xml',
'views/fsm_timesheet_employee_views.xml',
'views/fsm_crn_cost_views.xml',
'views/fsm_crn_create_views.xml',
'views/res_partner_views.xml',
'views/account_move_views.xml',
'views/customer_parts_views.xml',
'views/stock_issue_note_views.xml',
'views/issue_note_views.xml',
'views/stock_picking_delivery_views.xml',
'views/material_return_views.xml',
'views/timesheet_cost_views.xml',
'views/fsm_task_cancel_actions.xml',
'views/fsm_project_task.xml',
'views/crn_service_assets.xml',
'views/crn_service_menus.xml',
'views/fsm_dashboard_views.xml',
'views/fsm_material_consumption_views.xml',
'views/fsm_store_views.xml',
'views/fsm_store_inventory_menus.xml',
'views/fsm_test_data_wizard_views.xml',
'wizard/fsm_stage0_close_wizard_views.xml',
'views/fsm_crn_ui_cleanup_views.xml',
'views/sale_order_views.xml',
],
'pre_init_hook': 'pre_init_hook',
'post_init_hook': 'post_init_hook',
'qweb': [
'static/src/xml/crn_service_dashboard.xml',
'static/src/xml/crn_processing_cycle.xml',
],
'demo': [
'demo/demo.xml',
],
'application': True,
'installable': True,
}
Copyright (c) 2026 Saaskul (https://saaskul.com) Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.