Plan the visit, complete the signed worksheet on site, and issue the ZATCA compliant invoice before the technician leaves.
Saudi service companies dispatch technicians over WhatsApp, collect paper job cards, and issue the invoice days after the visit, which fails customers who want a signed report at the door and fails ZATCA rules on when a simplified invoice must be issued. Odoo Field Service turns a request into a scheduled task with a technician, a route and a worksheet, captures time, parts and the customer signature on the phone, and creates the invoice from the same task in Odoo Accounting.
Worksheets and reports print in Arabic and English, so the customer at the door and a technician who does not read Arabic both understand what was done. Invoices issued on site carry the QR code and VAT that ZATCA requires for simplified invoices and post straight to Accounting in SAR, with B2B invoices cleared under Phase 2. Parts come from the same inventory as the warehouse, including van stock, and Naqlah, an Odoo Gold Partner in Saudi Arabia, sets up the Fatoora connection as part of the invoice flow.
Simplified invoice at the door
B2C invoices with the QR code are issued from the task and reported to ZATCA within the required window, so a cash or mada payment at the customer's home is invoiced correctly. No more retyping job cards into an accounting tool the next week.
Contract visits tracked
Fire safety, HVAC and elevator contracts generate their recurring visits automatically, and the dispatcher sees what is due this month. Clients whose Civil Defense licence depends on an active contract get the visit log they need.
Proof for disputes
Every report carries photos, timestamps, the signature and the location where it was signed. When a customer questions a repair or a compound dispute arises, the evidence is on the task.
1. The request becomes a task
A ticket in Odoo Helpdesk, a confirmed sales order, an installation order from a Salla store or a scheduled contract visit creates a field service task with the customer, address and service type already filled in.
2. The dispatcher schedules it
The planner drags the task onto a technician's Gantt row or assigns it from the map view, grouping jobs by district to cut drive time across Riyadh or Jeddah.
3. The technician completes the visit
On site, the technician starts the timer, fills the bilingual worksheet with photos and measurements, logs the parts used from van stock and collects the customer's signature on the phone.
4. The invoice is created from the task
One tap creates the invoice with labour and parts, applies VAT, generates the QR code and sends it to the customer or records the payment taken on site.
Timelines depend on the number of service types, technicians and integrations in scope, and Naqlah gives you a clear roadmap in the first consultation.
| Area | Before | With Odoo via Naqlah |
|---|---|---|
| Dispatch | WhatsApp messages and a shared Google Sheet | Scheduled task with technician, route and deadline |
| Job proof | Paper card, often illegible or lost | Signed worksheet with photos, timestamps and location |
| Parts | Unknown until the month-end stock count | Deducted per task from van stock |
| Invoicing | Days later, from a separate accounting tool | Created on site from the task with QR code and VAT |
| Contracts | Visits missed, renewals forgotten | Recurring tasks generated from the contract |
| Paperwork | English only, confusing for Arabic customers | Arabic and English report at the door |
Everything else, we cover in a free 30-minute consultation.
Free consultation. Meet the team and get a clear roadmap in one call.
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