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Fieldservice Agreement Helpdesk Mgmt

fieldservice_agreement_helpdesk_mgmt folder_open OCA/field-service open_in_new
Uncategorised License: AGPL-3

This module links Field Service, Agreements and Help Desk together by:

  • setting the agreement fields when creating Field Service orders from a ticket.

auto_awesome What this module does

AI-generated from the code · Odoo 12.0

When you create a Field Service order from a Helpdesk ticket, the agreement and service profile already set on the ticket are carried over automatically. The agreement field on the ticket is also filtered to show only agreements matching the ticket's customer or service location.

This module connects Helpdesk tickets with Field Service orders and Agreements so that information is not re-entered by hand.

  • On a Helpdesk ticket, the Agreement field now only offers agreements whose customer matches the ticket's customer, or whose service location matches the ticket's service location. This makes it harder to pick the wrong agreement.
  • When a user creates a Field Service order from a ticket, the agreement and the service profile already selected on the ticket are copied onto the new order automatically. The user does not have to select them again on the order form.

The module extends the helpdesk.ticket model and adds a small view change on the standard Helpdesk ticket form. It does not add new menus or new screens of its own; the changes appear inside the existing Helpdesk ticket form and the Field Service order form that opens from the ticket. No new scheduled jobs, emails or automatic checks are added by this code.

Models and fields (1)
  • helpdesk.ticket · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 12.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 12.0

Confirmed on 2026-11-03 in branch 12.0 of OCA/field-service.

terminal Installation and usage

OCA documentation · Odoo 12.0
  • Go to Helpdesk
  • Create or select a ticket
  • Create an FSM Order

To close a ticket, all the related service orders must be closed.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.