Field Service: Field Service Tasks: Sign Reports + Worksheets

Purpose

This document covers how to collect information and signatures from both worker and customer on tasks in the Field Service application of Odoo 16.

Process

To get started, navigate to the Field Service app.


Worksheets

To begin, open a task from your dashboard.


Worksheets can be configured to collect data and/or signatures before the customer signs off. Click the ​ WORKSHEET smart button to open the assigned worksheet.


Here, depending on how the worksheet is configured, you can gather the information and/or signature(s) required. When you're done, click Save.


When you're done, use the breadcrumbs to navigate back to the task.


You'll see the Smart Button change to  ​ worksheet completed. Use this as a shortcut to review the completed worksheet.


Sign Report

From the field service task, the SIGN REPORT button allows you to collect a signature from the customer indicating the work or task was completed and accepted. This option will only display if there is a completed Worksheet Template on the task.

This will open the customer portal view. The customer should review the report, then click ​ SIGN.


This opens a modal window where they'll add their digital signature and click  ​ Sign again.


Use the ​ Back to edit mode button to go back to the task view.


In the chatter, you'll see a PDF copy of the signed worksheet.