Link Extra Quotation To FSM Task

Field service teams often need to generate additional quotations while working on-site — whether due to scope changes, unexpected repairs, or client requests. With this new feature, Odoo now allows these extra quotations to be directly linked to their respective FSM Tasks, ensuring transparency, traceability, and operational clarity across your service operations.

By activating the "Extra Quotation" option, field technicians and coordinators can create and manage extra quotes while ensuring they are attached to the correct service task for future reference and reporting.

Key Features & Benefits

Seamless Quotation Linking to FSM Tasks

• When the “Extra Quotation” option is enabled on an FSM Task, any generated quotation is automatically linked to that task.
• Helps keep track of multiple quotations associated with a single service event.

Centralized Quotation Visibility

• View all extra quotations from the FSM task record.
• No more searching across unrelated records or modules — everything is in one place.

Transparent Field-to-Sales Workflow

• Enhances collaboration between field technicians and the sales team.
• Sales quotations are now part of the FSM lifecycle, improving approval and billing processes.

Consistent Document Flow

• Ensures FSM tasks have full quotation history for audits, customer communication, or future reference.
• Improves accuracy in invoicing and service documentation.

Easy to Use

• Just enable the “Extra Quotation” toggle on an FSM Task — no configuration or training required.
• Compatible with existing Odoo Sales and FSM modules.

Example Use Case

A technician visits a site to install equipment but discovers additional parts are needed. The technician:

1. Enables “Extra Quotation” on the FSM Task
2. Creates a quotation for the extra components directly from the task
3. The quotation is automatically linked to the FSM Task, allowing the back office to view, approve, and process it
4. Later, the customer approves the additional quote, and the work continues — all from the same task record

This ensures full alignment between field activity and backend sales documentation.

Summary

The Link Extra Quotation to FSM Task feature brings clarity and accountability to field service operations by ensuring that extra quotations are directly tied to FSM tasks. This improves visibility, eliminates confusion, and enables a more connected workflow between field technicians and sales teams — making it an essential enhancement for service-driven organizations using Odoo.