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
and create or edit a product.Under the General Information tab, select Service as Product Type.
Under the Sales tab, select Timesheets on tasks as Service Invoicing Policy.
Select Create a task in an existing project as Service Tracking.
Select your Project.
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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