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Helpdesk Mgmt Fieldservice

helpdesk_mgmt_fieldservice folder_open OCA/helpdesk open_in_new
Uncategorised License: AGPL-3

This module allows the helpdesk user to track the status of related service orders.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Link helpdesk tickets to field service orders: create service orders from a ticket, see all tickets for a service location, and get prompted to close the ticket when its service orders are finished.

This module connects the Helpdesk and Field Service apps so support tickets and on-site service orders stay in sync.

On a helpdesk ticket you get a new "Service Orders" tab with a "Create FSM Order" button. The new service order is pre-filled with the ticket, its priority, its service location and the ticket description. The ticket also shows a "FSM Location" field, which is filled automatically from the customer's service location, and a "Resolution" text area.

On a service location you get a "Tickets" button showing how many helpdesk tickets are linked to that location; clicking it opens those tickets. On a service order you get a "Ticket" field to link it back to a ticket.

Business rules: a ticket cannot be moved to a closed stage while any of its service orders is still open. When you complete the last service order of a ticket, a small pop-up asks whether you want to close the related ticket, letting you pick the ticket stage and write the resolution; confirming closes the ticket.

Helpdesk ticket lists and searches also show and filter by service location, and there is a filter for tickets with open service orders.

Depends on

helpdesk_mgmtfieldservice

Required by other modules

agreement_helpdesk_mgmt_fieldservicefieldservice_agreement_helpdesk_mgmthelpdesk_mgmt_fieldservice_equipmenthelpdesk_mgmt_fieldservice_project
Models and fields (4)
  • fsm.order · extends an existing modelticket_id (Ticket)
  • fsm.location · extends an existing modelticket_ids (Helpdesk Tickets), ticket_count (# Tickets)
  • helpdesk.ticket · extends an existing modelresolution, fsm_order_ids (Service Orders), fsm_location_id (FSM Location)
  • fsm.order.close.wizard · new modelteam_id (Helpdesk Team), stage_id (Stage), ticket_id (Ticket), resolution

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

Confirmation status: 5 confirmed, 4 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Installation

Source · Odoo 19.0

To install this module, you need to:

  • Install helpdesk_mgmt_fieldservice

Configuration

Source · Odoo 19.0

There is no need to do anything to configure this module

Usage

Source · Odoo 19.0
  • Go to Helpdesk
  • Create or select a ticket
  • In the "Service Orders" tab, you can create service orders for the FSM team

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

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.