Every job activity, one task record.

Attach unlimited templated worksheets to a single Field Service task — inspections, installations, waivers, and handovers — each with signatures, versioning, and a consolidated report.

The problem

Native Odoo Field Service allows only one worksheet per task, so technicians juggling an inspection, an installation, a safety waiver, and a customer sign-off on the same visit are forced to cram unrelated forms together, split the job into fragmented tasks, or fall back to paper. The result: incomplete documentation, lost billing evidence, and no single record of everything done on site.

The solution

Field Service Multi Worksheet removes that limit. Attach any number of worksheets to a task, including several copies of the same template, each with its own equipment capture, technician and customer signatures, and revision history — then print every worksheet on the job as one consolidated PDF report.

Capabilities

Everything a multi-activity job needs

Every capability below is implemented in the module.

01

Unlimited worksheets per task

Attach as many worksheets as a job needs, including multiple instances of the same template, on a dedicated Worksheets tab inside every Field Service task with drag-and-drop ordering.

02

Inline creation, no pre-build required

Add a new worksheet line directly inside the task — there is no separate step to create a worksheet before it can be attached.

03

Reusable template library

Standardize on a library of worksheet templates by category — inspection, maintenance, installation, waiver, or handover — each pre-filling name, category, and intervention type.

04

Equipment & intervention capture

Record manufacturer, model, and serial number alongside intervention type and a full service description on every worksheet.

05

Technician & customer signatures

Capture both technician and customer signatures with an automatic audit stamp recording who signed and when.

06

Revision snapshots

Save manual revisions, or let completion and signing snapshot a version automatically, building an auditable history of every change.

07

Bulk add from templates

Select several templates and a copy count in one wizard to attach multiple worksheets to a task in a single action.

08

Condition-based automation

Automation rules apply the right worksheet template automatically when a task is created, or on demand with one click, scoped by project and task filter.

09

Consolidated PDF report

Print every worksheet on a task — equipment details, service descriptions, and both signatures — as one authoritative job report.

Workflow

How it works

1

Open the Worksheets tab

From any Field Service task, open the Worksheets tab to see every worksheet already attached to the job.

2

Add from templates

Create a worksheet inline, or use Add from Templates to bulk-attach one or several templates, including repeat copies.

3

Capture & sign on site

Fill in equipment details and service notes, then collect technician and customer signatures directly on the worksheet.

4

Print the consolidated report

Mark worksheets done or signed, then print every worksheet on the task as one consolidated PDF for the customer record.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. It works alongside the standard industry_fsm app and does not touch any worksheets you already created — it adds a parallel, unlimited worksheet system to every Field Service task.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Field Service Multi Worksheet

Unlimited worksheets per field service task from a reusable template library, with technician and customer signatures, revision snapshots and a single consolidated PDF report.

Buy on Odoo App Store