Capture the quote on site before the moment is gone
Field Service On-Site Quotes lets technicians record parts, labour and remedial work the moment they spot it, flag safety risks automatically, and push a confirmed quote straight into Odoo Sales — all from the job in Planning.
The problem
A technician spots a worn part or a safety defect mid-job but has no structured way to capture it on the spot. By the time they are back at the office, details have faded, the customer's urgency has cooled, and the office must reconstruct what was found before a quote can even be raised. Generic Sales quotations are not built for this moment, so billable work and safety findings get lost.
The solution
Field Service On-Site Quotes gives technicians a purpose-built capture screen attached to every Planning job: parts, labour, urgency and safety flags in one place, confirmed in three clicks, and pushed to Odoo Sales the moment the office needs to follow up — so no remedial work or safety finding slips through the cracks.
Everything a field quote needs
Every capability below is implemented in the module.
On-Site Quote Capture
Record parts, labour and remedial-work notes against any Planning job the instant a technician spots the issue, with a sequenced reference number (QTE/2026/00001) on every quote.
Draft to Done Workflow
Move each quote through Draft, Confirmed and Done with a visible status bar, full chatter history and an audit trail that satisfies safety and liability record-keeping.
Safety Auto-Escalation
Flag a finding as safety-related and the quote's urgency jumps to Critical automatically, with a chatter note and a To-Do activity for the technician — no dangerous defect sits unnoticed in a backlog.
Smart Button on the Job
Open any Planning service job and see every on-site quote raised against it in one click, with automatic cleanup of linked quotes if the job is ever deleted.
One-Click Export to Sales
Push a confirmed on-site quote straight into a Sales quotation with matching parts and labour lines, closing the loop between the field and the office without re-typing a single line.
Helpdesk Ticket to Quote
Turn an inbound Helpdesk ticket into an on-site quote with one click, carrying the customer and ticket description across automatically so support requests feed the same capture pipeline.
Quote Templates by Job Type
Save default urgency, safety flags, remedial-work notes and parts and labour lines as a reusable template per job type or technician role, so the right fields are pre-filled before the technician even opens the form.
Conversion & Expiration Tracking
Track whether a customer accepted on the spot or needs follow-up, see validity windows at a glance, and let a daily scheduled reminder nudge technicians before a quote expires unseen.
How it works
Capture on site
A technician opens the job in Planning and records parts, labour and remedial-work notes the moment they spot the issue.
Confirm & escalate
Confirming the quote locks it in; any safety-related finding auto-escalates to Critical urgency with a chatter alert.
Track or convert
Mark the outcome — accepted on site or follow-up required — then export the quote straight into a Sales quotation in one click.
Follow up automatically
A daily scheduled reminder flags quotes nearing their validity date so no warm opportunity is left to expire unseen.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
It builds on Odoo's standard Field Service (Planning), Sales and Helpdesk apps, and installs alongside them without replacing any of their screens.
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 On-Site Quotes
On-site capture of parts, labour and safety findings with auto-escalation and job-type templates — converted into Sales quotations in one click, with conversion and expiry tracking.
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