This module adds configurable customer signing features on Field Service orders:
- On-site signature capture — uses the native signature widget and the signature fields already provided by fieldservice (signature, signed_by, signed_on). Capture can be enabled or disabled per company, and optionally required before an order can be completed.
- Document signing — integrates with sign_oca to launch a signature request for a document linked to the order, expose its status on the order, and optionally require a signed document before completion.
Both features are independent. An administrator can enable none, either one, or both from Field Service settings.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds customer signature capture and document signing to Field Service orders. Administrators can enable either or both features per company and optionally block order completion until the signature or signed document is received.
This module extends Field Service orders with two independent signing features, both controlled from the Field Service settings screen.
- On-site signature capture: when enabled for the company, the existing customer signature section on the order form becomes visible so the technician can capture the customer's signature, name and date. A company option can require this signature before the order can be completed.
- Document signing: when enabled, a "Request Signature" button appears on the order form (for sign_oca users). It creates a signature request from the company's configured FSM Order Sign Template and sends it. A "Sign Requests" counter button in the order's button box opens the related requests, and a "Document Signing" tab shows the latest request and its status. A company option can require at least one signed document before completion.
When the order is completed, the system checks these requirements and raises an error if a required signature or signed document is missing. The order report also prints the captured customer signature, signer and date. Signature requests are linked back to the Field Service order, and that link can be shown, filtered and grouped in the signature request screens.
Depends on
Models and fields (4)
- fsm.order · extends an existing modelsign_request_id (Signature Request), sign_request_ids (Signature Requests), sign_request_count, sign_request_state (Signature Request Status), fsm_document_signing, fsm_signature_capture
- res.company · extends an existing modelfsm_document_signing (FSM Document Signing), fsm_signature_capture (FSM Signature Capture), fsm_order_sign_oca_template_id (FSM Order Sign Template), fsm_require_signature_to_complete (Require Signature to Complete), fsm_require_document_signed_to_complete (Require Document Signed to Complete)
- sign.oca.request · extends an existing modelfsm_order_id (Field Service Order)
- res.config.settings · extends an existing modelfsm_document_signing, fsm_signature_capture, fsm_order_sign_oca_template_id, fsm_require_signature_to_complete, fsm_require_document_signed_to_complete
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: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/field-service.
terminal Installation and usage
OCA documentation · Odoo 19.0Configuration
Source · Odoo 19.0Go to Field Service \> Configuration \> Settings and open the Signatures section:
- Enable On-site Signature Capture to surface customer signature capture on orders. Optionally enable Require Signature to Complete.
- Enable Document Signing to allow launching
sign_ocarequests from orders. Optionally enable Require Document Signed to Complete. - Select the FSM Order Sign Template used when requesting a document signature. The template model must be
fsm.order.
Usage
Source · Odoo 19.0On-site signature capture
- Open a Field Service order.
- When the order stage requires a signature, use Sign to capture the customer signature.
- Complete the order. If the company requires a signature, completion is blocked until one is captured.
The signature is also printed on the Service Order report when capture is enabled.
Document signing
- Open a Field Service order.
- Click Request Signature to create and send a
sign_ocarequest from the company template. - Follow the linked signature requests from the smart button or the Document Signing tab.
- Complete the order. If the company requires a signed document, completion is blocked until at least one request is signed.
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.