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 toand 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.
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.