Introduction

The Field Service Multi Worksheet module for Odoo enhances the standard Field Service workflows by enabling multiple worksheets under one work order. This is useful when a single task comprises multiple phases, different teams, or separate deliverables. Technicians can complete each worksheet independently (e.g. prep, installation, inspection), while all remain tied to one service order. The module simplifies complex service management, improves accountability, and supports granular work tracking and billing.

Key Features

• Support multiple worksheets per service order (FSM task)

• Allow team or technician assignment per individual worksheet

• Individual worksheet statuses (draft, in progress, done) before closing the whole order

• Generate worksheet reports or signatures separately

• Consolidate worksheets into final billing or service report

Benefits

• Provides flexibility in dividing service tasks into manageable sub-works

• Improves clarity of responsibility and progress by worksheet

• Enables partial completion and billing of phases without delaying overall order

• Enhances reporting and traceability by tracking work components

• Supports complex service delivery scenarios with structured breakdowns

Compatibility & Technical Details

• Technical Name: likely tus_fsm_multi_worksheet

• Required Modules: Field Service (FSM), Employees / Technicians module, Invoicing / Billing

• License: As declared within module metadata (likely Odoo Proprietary)

• Installation Steps:

  1. Ensure the base FSM / Field Service and related modules are installed.

  2. Install the Multi Worksheet extension module.

  3. In service order form, enable or create multiple worksheet lines under a “Worksheets” section.

  4. Assign technicians or teams per worksheet, track status, and complete each phase.

  5. Use worksheet completion to trigger reports, signatures, or billing aligned to phases.