Field Service: Field Service Tasks: Sign Reports + Worksheets
This document covers how to collect information and signatures from both worker and customer on tasks in the Field Service application of Odoo 15.
To get started, navigate to the Field Service app.
To begin, open a task from your dashboard.
When you're done, use the breadcrumbs to navigate back to the task.
You'll see the Smart Button change to read worksheet completed. Use this as a shortcut to review the completed worksheet.
This button allows you to collect a signature from the customer indicating the work or task was completed and accepted. This option only display if there is a completed Worksheet Template on the task.
Click Sign Report from the Field Service 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.