Site & Appointment
Service address, contact and appointment window captured on every task.
Air-conditioning service operations, connected in Odoo.
From quotation and on-site appointments to worksheets, delivery and invoicing, keep each service job linked from start to finish.
Key Features
Site details, tasks, worksheets, service chits and order lines stay connected through the service cycle.
Order-to-Project
Confirmed sales orders generate linked projects, tasks and analytics.
Signed Service Chit
Job completion PDF with site photos and technician and client signatures.
Price & Cost Control
Role-based visibility shows unit cost next to price on order lines.
In Details
Each capability is anchored in the air-conditioning service workflow, from scheduling through reporting.
Service Site & Appointment
Address, contact and appointment window captured directly on the task.
Order-to-Task Automation
Confirmed sales orders create linked project tasks with a shared analytic account.
HVAC Service Checklist
Built-in filters, fan and motor checklist seeds every worksheet.
Service Chit PDF
Completion report lists parts used with photos and signature blocks.
Drag & Drop Photos
Technicians drop job photos straight onto worksheet image fields.
Commission by Resource
Reporting splits order value across the resource assigned to each task.
Branded Documents
Quotations, invoices, delivery orders and statements carry consistent branding.
Price & Cost Visibility
Role-based access shows unit cost next to price for authorised users.
From quote to completed service job.
A five-step workflow keeps the appointment, worksheet, evidence and commercial documents connected.
Quote & Confirm
Quote air-conditioning service and confirm the sales order.
Schedule Visit
Task captures service address, contact and appointment window.
Complete Worksheet
Technician runs the HVAC checklist and attaches job photos.
Sign-Off Chit
Print the service chit with photos and technician and client signatures.
Deliver & Invoice
Branded delivery, invoice and reporting close out the job.
Worksheet Controls
The field detail stays on the task.
Service address, contact and resource on the task
Appointment start and end window on schedule and kanban
Default filters, fan and motor checklist
Image drag-and-drop on worksheet fields
Technician and client signatures on the chit
Illustrative operations view
A connected view of today’s service work.
Demonstration data — not liveThe categories come from the verified service workflow; the small values below are fictional interface examples.
Appointments today
6
Scheduled
Worksheets completed
4
Recorded
Awaiting sign-off
1
Review needed
Ready to invoice
2
Prepared
Illustrative operations view
Today’s job status
| Status | Jobs |
|---|---|
| Scheduled | 2 |
| In progress | 2 |
| Worksheet complete | 1 |
| Ready to invoice | 1 |
| Total | 6 |
Illustrative operations view
Checklist items recorded
| Item | Recorded | Review |
|---|---|---|
| Filters | 5 | 1 |
| Fan | 4 | 2 |
| Motor | 3 | 3 |
Demonstration service report · no customer data
DEMO-SVC-001
Service report preview
Checklist
- Filters
- Recorded
- Fan
- Recorded
- Motor
- Review needed
Parts
- Replacement filterQty 2
- Fan beltQty 1
Job photos
Job photo 1
Job photo 2
Sign-off
- Technician signature
- Recorded
- Client signature
- Awaiting
The Odoo apps behind the workflow.
The solution connects standard Odoo apps around the same service order, task and reporting data.
- Field Service
- Sales
- Project
- Inventory
- Accounting
- Planning
- Contacts
- Reporting
What the connected process changes.
Faster Site Visits
Clear service address and appointment details cut technician confusion.
Photo-Backed Proof
Drag-and-drop images and signatures document every completed job.
Consistent Job Records
A standard HVAC checklist and service chit support every appointment.
Fair Commission Payouts
Resource-based split reporting keeps technician pay transparent.
Map your air-conditioning service workflow in Odoo.
Start with the quotation, appointment, worksheet and sign-off process your team uses today.