Configuration¶

Field Service is switched on per project by assigning it a project category that has the field service options enabled. This keeps ordinary projects untouched while intervention projects get the extra fields, tabs, and buttons.

Enabling field service on a category¶

Go to Project ‣ Configuration ‣ Project Category, open a category (or create one), and tick the options you need:

Option	Effect on the tasks of every project using this category
Field Service	Adds the mandatory Location field on the task, so the technician knows where the intervention takes place.
Worksheet	Adds the Sign Report and Print buttons and the Quotations/Orders smart button to the task.
Product	Adds the Products tab, where the materials used during the intervention are recorded.
SLA	Applies the SLA policies of the project to the tasks.

screenshot: services-field-service-category-options

menu: Project ‣ Configuration ‣ Project Category
shows: The form (list row in edit mode) of a project category named "Field Service", with the Field Service, Worksheet and Product checkboxes ticked.
highlight: The Field Service, Worksheet and Product checkboxes (red frame).
data: Demo company; categories "Field Service", "Internal", "Support".
module: eyssen_project_category, eyssen_project_fsm, eyssen_project_worksheet, eyssen_project_product
notes: English UI, light theme, 1440px width, crop to the category row.

Note

The options only appear if the corresponding module is installed. Use the Field Services filter in the search bar of the category list to find the categories that already act as field service categories.

Assigning the category to a project¶

Open a project, and in the Categories field add the field service category. A project can carry several categories; the field service behavior is activated as soon as one of them has the corresponding option.

The categories are also shown on the project cards in Kanban view and in the project list, and the search panel offers a Category filter and grouping.

Tip

To create intervention projects that are always configured the same way, add the category to a project template. Projects created from that template receive the category, the stages, the tags, and the starting tasks automatically.

screenshot: services-field-service-project-categories

menu: Project ‣ Projects ‣ (open a project) ‣ Settings
shows: The project settings form with the "Categories" tag field filled with the "Field Service" tag.
highlight: The Categories field (red frame).
data: Project "Boiler maintenance 2026" with category "Field Service".
module: eyssen_project_category
notes: English UI, light theme, 1440px width, crop to the top of the settings tab.