Create onsite interventions from sales orders

Allowing your sales team to open onsite interventions creates a seamless experience for your customers. They can receive a quotation they first have to approve before the work even starts.

Configure a product

Go to Field Service --> Configuration --> Products{.interpreted-text role="menuselection"} and create or edit a product.

1. Under the General Information tab, select Service as Product Type.
2. Under the Sales tab, select Timesheets on tasks as Service Invoicing Policy.
3. Select Create a task in an existing project as Service Tracking.
4. Select your Project.
5. If you use them, select your Worksheet Template and then click on Save.

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From the Sales app, create a quotation with the product and confirm it. A task is automatically set up under your Field Service project. It is directly accessible from the sales order.

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