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README.md

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addon | version | maintainers | summary
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--- | --- | --- | ---
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[base_territory](base_territory/) | 16.0.1.1.0 | <a href='https://github.com/wolfhall'><img src='https://github.com/wolfhall.png' width='32' height='32' style='border-radius:50%;' alt='wolfhall'/></a> <a href='https://github.com/max3903'><img src='https://github.com/max3903.png' width='32' height='32' style='border-radius:50%;' alt='max3903'/></a> | This module allows you to define territories, branches, districts and regions to be used for Field Service operations or Sales.
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[fieldservice](fieldservice/) | 16.0.1.11.0 | <a href='https://github.com/wolfhall'><img src='https://github.com/wolfhall.png' width='32' height='32' style='border-radius:50%;' alt='wolfhall'/></a> <a href='https://github.com/max3903'><img src='https://github.com/max3903.png' width='32' height='32' style='border-radius:50%;' alt='max3903'/></a> | Manage Field Service Locations, Workers and Orders
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[fieldservice](fieldservice/) | 16.0.1.12.0 | <a href='https://github.com/wolfhall'><img src='https://github.com/wolfhall.png' width='32' height='32' style='border-radius:50%;' alt='wolfhall'/></a> <a href='https://github.com/max3903'><img src='https://github.com/max3903.png' width='32' height='32' style='border-radius:50%;' alt='max3903'/></a> | Manage Field Service Locations, Workers and Orders
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[fieldservice_account](fieldservice_account/) | 16.0.2.2.1 | <a href='https://github.com/osimallen'><img src='https://github.com/osimallen.png' width='32' height='32' style='border-radius:50%;' alt='osimallen'/></a> <a href='https://github.com/brian10048'><img src='https://github.com/brian10048.png' width='32' height='32' style='border-radius:50%;' alt='brian10048'/></a> <a href='https://github.com/bodedra'><img src='https://github.com/bodedra.png' width='32' height='32' style='border-radius:50%;' alt='bodedra'/></a> | Track invoices linked to Field Service orders
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[fieldservice_account_analytic](fieldservice_account_analytic/) | 16.0.1.0.2 | <a href='https://github.com/osimallen'><img src='https://github.com/osimallen.png' width='32' height='32' style='border-radius:50%;' alt='osimallen'/></a> <a href='https://github.com/brian10048'><img src='https://github.com/brian10048.png' width='32' height='32' style='border-radius:50%;' alt='brian10048'/></a> <a href='https://github.com/bodedra'><img src='https://github.com/bodedra.png' width='32' height='32' style='border-radius:50%;' alt='bodedra'/></a> | Track analytic accounts on Field Service locations and orders
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[fieldservice_activity](fieldservice_activity/) | 16.0.1.0.0 | <a href='https://github.com/max3903'><img src='https://github.com/max3903.png' width='32' height='32' style='border-radius:50%;' alt='max3903'/></a> <a href='https://github.com/osi-scampbell'><img src='https://github.com/osi-scampbell.png' width='32' height='32' style='border-radius:50%;' alt='osi-scampbell'/></a> | Field Service Activities are a set of actions that need to be performed on a service order

fieldservice/README.rst

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.. image:: https://odoo-community.org/readme-banner-image
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:target: https://odoo-community.org/get-involved?utm_source=readme
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:alt: Odoo Community Association
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=============
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Field Service
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=============
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:ba4b96b9fb5d044c2104160e39d803883dbe60d25ecf319a3c0598145a78db72
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!! source digest: sha256:f8b701ded16dbdb8d049ead3381a29cec391dc69d1e5800838e48ddf329ea74f
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
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:target: https://odoo-community.org/page/development-status
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:alt: Production/Stable
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github

fieldservice/__manifest__.py

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{
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"name": "Field Service",
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"summary": "Manage Field Service Locations, Workers and Orders",
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"version": "16.0.1.11.0",
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"version": "16.0.1.12.0",
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"license": "AGPL-3",
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"category": "Field Service",
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"author": "Open Source Integrators, Odoo Community Association (OCA)",

fieldservice/static/description/index.html

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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
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<title>Field Service</title>
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<title>README.rst</title>
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/*
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</style>
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</head>
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<body>
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<div class="document" id="field-service">
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<h1 class="title">Field Service</h1>
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<div class="document">
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<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
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<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
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</a>
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<div class="section" id="field-service">
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<h1>Field Service</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/field-service/tree/16.0/fieldservice"><img alt="OCA/field-service" src="https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/field-service-16-0/field-service-16-0-fieldservice"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/field-service&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/field-service/tree/16.0/fieldservice"><img alt="OCA/field-service" src="https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/field-service-16-0/field-service-16-0-fieldservice"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/field-service&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module is the base of the Field Service application in Odoo.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
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<h2><a class="toc-backref" href="#toc-entry-1">Configuration</a></h2>
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<p>The base Field Service module can be used with minimal initial configuration.
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configuration.</p>
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<div class="section" id="order-stages">
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<h2><a class="toc-backref" href="#toc-entry-2">Order Stages</a></h2>
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<h3><a class="toc-backref" href="#toc-entry-2">Order Stages</a></h3>
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<p>The stage of an order is used to monitor its progress. Stages can be configured
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</ol>
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<div class="section" id="field-service-areas">
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<h2><a class="toc-backref" href="#toc-entry-3">Field Service Areas</a></h2>
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<h3><a class="toc-backref" href="#toc-entry-3">Field Service Areas</a></h3>
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<p>You can manage designated areas or locales for your field service workers,
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salesmen, and other resources. For example, salesmen may serve a particular
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Territory. There may be multiple Territories served by a single Branch office
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location. Multiple Branches are managed within a District and these Districts
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are managed under an encompassing Region.</p>
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<div class="section" id="setup-a-territory">
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<h3><a class="toc-backref" href="#toc-entry-4">Setup a Territory</a></h3>
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<h4><a class="toc-backref" href="#toc-entry-4">Setup a Territory</a></h4>
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<li>Go to Settings &gt; Users &amp; Companies &gt; Territories*</li>
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<div class="section" id="setup-branches-districts-and-regions">
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<h3><a class="toc-backref" href="#toc-entry-5">Setup Branches, Districts, and Regions</a></h3>
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<h4><a class="toc-backref" href="#toc-entry-5">Setup Branches, Districts, and Regions</a></h4>
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<p>If your business requires, define your Branches, Districts, and Regions.
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These are found under <em>Field Service &gt; Configuration &gt; Locations</em></p>
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</div>
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<div class="section" id="advanced-configurations">
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<h2><a class="toc-backref" href="#toc-entry-6">Advanced Configurations</a></h2>
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<h3><a class="toc-backref" href="#toc-entry-6">Advanced Configurations</a></h3>
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<p>Additional features, automations, and GeoEngine features can be enabled in
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<li>Configure new options</li>
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<div class="section" id="manage-teams">
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<h3><a class="toc-backref" href="#toc-entry-7">Manage Teams</a></h3>
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<h4><a class="toc-backref" href="#toc-entry-7">Manage Teams</a></h4>
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<p>Teams can be used to organize the processing of field service orders into
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<div class="section" id="manage-categories">
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<h3><a class="toc-backref" href="#toc-entry-8">Manage Categories</a></h3>
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<h4><a class="toc-backref" href="#toc-entry-8">Manage Categories</a></h4>
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<p>Categories are used to group workers and the type of orders a worker can do.</p>
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<li>Go to <em>Field Service &gt; Configuration &gt; Workers &gt; Categories</em></li>
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<h3><a class="toc-backref" href="#toc-entry-9">Manage Tags</a></h3>
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<h4><a class="toc-backref" href="#toc-entry-9">Manage Tags</a></h4>
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<p>Tags can be used to filter and report on field service orders</p>
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<h3><a class="toc-backref" href="#toc-entry-10">Manage Order Templates</a></h3>
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<h4><a class="toc-backref" href="#toc-entry-10">Manage Order Templates</a></h4>
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<p>Order templates allow you to create standard templates for your orders.</p>
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<li>Go to <em>Field Service &gt; Master Data &gt; Templates</em></li>
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</div>
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<div class="section" id="usage">
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<h2><a class="toc-backref" href="#toc-entry-11">Usage</a></h2>
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<p>To use this module, you need to:</p>
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<div class="section" id="add-field-service-locations">
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<h2><a class="toc-backref" href="#toc-entry-12">Add Field Service Locations</a></h2>
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<h3><a class="toc-backref" href="#toc-entry-12">Add Field Service Locations</a></h3>
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<p>Locations are the specific places where a field service order is performed.</p>
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<li>Go to <em>Field Service &gt; Master Data &gt; Locations</em></li>
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<li>Create a location</li>
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</ol>
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<h3><a class="toc-backref" href="#toc-entry-13">Add Field Service Workers</a></h3>
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<p>Workers are the people responsible for performing a field service order.
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<p>Once you have established your data, you can begin processing field service
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<h1><a class="toc-backref" href="#toc-entry-15">Known issues / Roadmap</a></h1>
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<h2><a class="toc-backref" href="#toc-entry-15">Known issues / Roadmap</a></h2>
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<p>The roadmap of the Field Service application is documented on
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<a class="reference external" href="https://github.com/OCA/field-service/issues/1">Github</a>.</p>
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<h1><a class="toc-backref" href="#toc-entry-16">Bug Tracker</a></h1>
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<h2><a class="toc-backref" href="#toc-entry-16">Bug Tracker</a></h2>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/field-service/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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<a class="reference external" href="https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="authors">
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<h3><a class="toc-backref" href="#toc-entry-18">Authors</a></h3>
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<ul class="simple">
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<li>Open Source Integrators</li>
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<h2><a class="toc-backref" href="#toc-entry-19">Contributors</a></h2>
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<h3><a class="toc-backref" href="#toc-entry-19">Contributors</a></h3>
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<ul class="simple">
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<li>Wolfgang Hall &lt;<a class="reference external" href="mailto:whall&#64;opensourceintegrators.com">whall&#64;opensourceintegrators.com</a>&gt;</li>
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<li>Maxime Chambreuil &lt;<a class="reference external" href="mailto:mchambreuil&#64;opensourceintegrators.com">mchambreuil&#64;opensourceintegrators.com</a>&gt;</li>
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</ul>
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</div>
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<div class="section" id="other-credits">
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<h2><a class="toc-backref" href="#toc-entry-20">Other credits</a></h2>
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<h3><a class="toc-backref" href="#toc-entry-20">Other credits</a></h3>
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<p>The development of this module has been financially supported by:</p>
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<ul class="simple">
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<li>Open Source Integrators &lt;<a class="reference external" href="https://opensourceintegrators.com">https://opensourceintegrators.com</a>&gt;</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-21">Maintainers</a></h2>
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<h3><a class="toc-backref" href="#toc-entry-21">Maintainers</a></h3>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org">
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<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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</div>
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</div>
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</div>
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</div>
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</body>
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