This module introduces enhanced survey functionalities in the Field Service module, streamlining the process of collecting and analyzing feedback for service orders. Users can seamlessly navigate to Field Service, access settings, and select a customized FSM Order Survey Template. When generating a new order, the system prompts users to submit a survey, facilitating efficient data collection.
The module further extends capabilities by incorporating an intuitive "Survey Answer" button within the order interface. This button provides users with the flexibility to either view comprehensive statistics derived from survey responses or directly edit the survey for any necessary adjustments.
With the Field Service Survey Enhancements module, businesses can effortlessly manage and optimize their survey processes, gaining valuable insights into service performance and customer satisfaction.
auto_awesome What this module does
AI-generated from the code · Odoo 14.0This module links Field Service orders with surveys, letting you send a survey to the customer or location contact when an order is completed and view the answers from the order form.
Field Service Survey connects service orders with the Survey app so you can collect customer feedback.
- In Field Service settings you can enable feedback requests and choose a default survey template for orders.
- On a completed or cancelled service order, a "Submit Survey" button appears. It opens a wizard where you pick the survey template, recipients (defaulting to the location contact), subject, message, attachments and an answer deadline. Sending creates one survey answer per recipient and emails each person a link to the survey.
- If a recipient is an internal user, a to-do activity is also scheduled on the order with the survey link and deadline.
- The order form gains a "Survey" page listing the partners who were asked to answer, and a "Survey Answer" button that opens the survey statistics page for that order.
- Survey answers store the related service order and person, and a survey can be flagged as restricted to survey managers only.
- Access to survey results is controlled: survey users and managers can see all answers for the order, while a customer can only see their own answer.
- New user groups "Survey User" and "Survey Manager" are added under Field Service.
Depends on
Models and fields (6)
- fsm.order · extends an existing modelpartner_submitted_answer_survey_ids (Submitted Survey)
- res.company · extends an existing modelfsm_order_survey_template_id
- survey.survey · extends an existing modelis_fsm_order_survey (FSM Order Survey Managers Only)
- survey.user_input · extends an existing modelfsm_order_id (FSM Order), fsm_order_person_id
- res.config.settings · extends an existing modelmodule_fieldservice_survey (Field Service Survey), fsm_order_survey_template_id
- fsm.order.survey.submit · new modelbody (Contents), subject (Subject), deadline (Answer Deadline), author_id (Author), email_from (From), template_id, fsm_order_id (Survey Field Service Order), recipient_ids (Recipients), attachment_ids (Attachments), survey_template_id, fsm_order_person_id (Survey Person)
Text generated by AI (DeepSeek) from reading the Odoo 14.0 code on GitHub; it may contain mistakes, so check the code before deciding. The module is very large and only part of the code was read. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/field-service.
terminal Installation and usage
OCA documentation · Odoo 14.0Usage
Source · Odoo 14.0- Navigate to Field Service
- Go to Settings
- Choose a FSM Order Survey Template
- Generate a new order
- Submit Survey
- Access the "Survey Answer" button in the order to either view the statistics or edit the survey.
No verified information in OCA: Installation, Configuration.
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.