The module integrates the field service application with CRM opportunities. This can be useful in scenarios where onsite personnel are needed for evaluation or surveying before quoting.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Link CRM opportunities to Field Service orders and locations. Users can create a service order directly from an opportunity and see related orders and opportunities on both sides.
This module connects CRM opportunities (crm.lead) with Field Service orders (fsm.order) and Field Service locations (fsm.location).
On an opportunity, a new "FSM Location" field lets users pick the service location. A smart button shows how many service orders are linked, and a "Create FSM Order" button opens a new service order form pre-filled with the opportunity, its location, description and priority. The button and fields are only visible to Field Service users and only for opportunities (not leads).
On a Field Service location, a smart button shows the number of related opportunities and opens the filtered opportunity list. On a service order, a new "Opportunity" field links back to the CRM opportunity; it appears on the order form, list and search views, and changes are tracked.
Opportunity list and search views also show the FSM Location, so users can filter and group opportunities by location. Access rights give Field Service users read-only access to opportunities and internal users read-only access to service orders.
Depends on
Models and fields (3)
- crm.lead · extends an existing modelfsm_order_ids (Service Orders), fsm_location_id (FSM Location), fsm_order_count (# FSM Orders)
- fsm.order · extends an existing modelopportunity_id
- fsm.location · extends an existing modelopportunity_count (# Opportunities)
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 8 confirmed, 1 with no information of 9 versions.
Sources · Odoo 15.0
Confirmed on 2026-11-03 in branch 15.0 of OCA/field-service.
terminal Installation and usage
OCA documentation · Odoo 19.0Installation
Source · Odoo 19.0To install Field Service and have the mapping features, you need to install GeoEngine.
Please refer to the installation instructions available at:-
Configuration
Source · Odoo 19.0No configuration is needed.
Usage
Source · Odoo 19.0- User must have Field Service User permissions
- Go to CRM app
- Create a new Opportunity
- Click the Create FSM Order button in the header to open a pre-filled order form, or click the FS Orders smart button to manage existing orders
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.