Field Service - Sales - Recurring
This module allows you to sell recurring field services.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Sell recurring field services: when a sales order with a recurring service product is confirmed, Odoo automatically creates the linked recurring field service order and lets you jump between the sale and the recurring order.
This module connects sales orders with recurring field service orders, so a recurring service can be sold like any other product.
On a product, the Field Service tracking option gains a new choice, "Create a recurring order". When that choice is selected, a new field appears to pick the recurring field service template that will be used. If you change the tracking option away from recurring, the template is cleared automatically.
On a sales order, confirming it creates a recurring field service order for every line whose product is set to recurring and that does not already have one. The recurring order is filled in from the product's recurring template: location, start date, description, maximum number of orders, frequency set and order template. A message is posted on both the sales order and the recurring order to record the link.
A smart button "FSM Recurring Orders" appears on the sales order form (for field service users) showing how many recurring orders are linked, and opening them. On the recurring order form, a "Sale Orders" button opens the related sales order.
When invoicing, only field service orders belonging to the same recurring order are considered, and the invoice line is linked to those field service orders.
Required by other modules
Models and fields (4)
- sale.order · extends an existing modelfsm_recurring_ids (Field Service Recurring orders associated to this sale), fsm_recurring_count (FSM Recurring Orders)
- fsm.recurring · extends an existing modelsale_line_id
- sale.order.line · extends an existing modelfsm_recurring_id
- product.template · extends an existing modelfield_service_tracking, fsm_recurring_template_id
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 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/field-service.
terminal Installation and usage
OCA documentation · Odoo 19.0Configuration
Source · Odoo 19.0To setup a product for quoting and selling field service orders:
- Go to Sales \> Catalog \> Products
- Create or select a product
- Set the Product Type to 'Service' under General Information tab
- Under Sales tab, set the Field Service Tracking option to 'Create a recurring order'
- Select the FSM Recurring Template (and optionally the FSM Order Template) that will be used for creating FSM Recurring Orders when a Sale Order is confirmed with this product
Usage
Source · Odoo 19.0- Go to Sales
- Create a new Quotation/Sale Order
- Set the FSM Location to be used
- On a Sale Order Line, select a product configured for field service orders
- Confirm the Sale Order
- Field Service Recurring Orders are generated and linked with sale order line
No verified information in OCA: Installation.
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.