Installation Field Service Operations
Appointments, installers, and Gantt planning in one flow
Alitec’s installation field service solution helps contractors run sales into project and field service appointments, assign overall and line installers, plan jobs on a Gantt, and deliver with installed-by accountability.
Key Features
Installer Accountability
Team-Scoped Documents
Planning Gantt Clarity
In Details
Service Customer on Task
SO / Line Installer
Picking Installed-By
Resource Team Security
Cost / Price Visibility
Customer Statements
Field Service Printouts
Payroll Journal Sync
From first action to operational close.
Quote
Confirm Installer
Schedule Appointment
Plan on Gantt
Deliver & Install
Worksheet
Invoice
Payroll Journals
Workflow Controls
The operational detail stays connected.
-
Appointment Window
-
Installer Assign
-
Team Documents
-
Gantt Popover
-
Installed-By
Illustrative operations view
A connected view of installation work.
Demonstration data — not liveThe categories follow this page’s verified workflow; all small counts are fictional interface examples.
Appointments today
6
Scheduled
Jobs on Gantt
5
Planned
Installers assigned
4
Recorded
Install deliveries
2
Prepared
Illustrative operations view
Installation job status
| Record | Count |
|---|---|
| Scheduled | 2 |
| Gantt planned | 2 |
| Worksheet complete | 1 |
| Ready to invoice | 1 |
| Total | 6 |
Illustrative operations view
Installer assignment
| Category | Overall installer | Line installer |
|---|---|---|
| Sample job 01 | 1 | 2 |
| Sample job 02 | 1 | 1 |
| Sample job 03 | 1 | 2 |
Demonstration workflow record · no customer data
DEMO-IF-001
Installation worksheet
Installation record
- Appointment
- Recorded
- Installed-by
- Recorded
- Worksheet
- Prepared
Documents
- Delivery order
- Prepared
- Field service printout
- Prepared
Review state
- Installer review
- Recorded
- Client review
- Awaiting
The Odoo apps behind the workflow.
The solution connects these Odoo apps around the same operational records.
- Sales
- Field Service
- Planning
- Project
- Inventory
- Accounting
- Manufacturing
- HR
What the connected process changes.
Clearer Appointments
Installer Ownership
Safer Team Access
One Planning Flow
Map your installation field service operations workflow in Odoo.
Start with the process your team uses today.