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[18.0][ADD] fieldservice_appointment_confirmation - #1566

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[18.0][ADD] fieldservice_appointment_confirmation#1566
edescalona wants to merge 1 commit into
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BinhexTeam:18.0-add-fieldservice_appointment_confirmation

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@edescalona

@edescalona edescalona commented Jul 15, 2026

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@BinhexTeam
T24082

This module automates the confirmation of field service appointments with the final customer.

From a field service order the coordinator can request a confirmation from the customer through a pre-filled, editable email (standard mail composer).

The customer confirms or reschedules the visit from a secure tokenized link, without any login or portal user, and the order is updated accordingly:

  • the appointment status is tracked (Pending, Requested, Confirmed) with a badge, a ribbon and calendar/list decorations; a confirmed appointment that was rescheduled is shown as "Confirmed (rescheduled)";
  • confirming and rescheduling are logged in the chatter and notify the order followers and the assigned worker; the customer also receives a confirmation email;
  • picking an available slot when rescheduling is treated as the customer's acceptance, so the appointment is automatically confirmed on the new date;
  • on confirmation (or reschedule) the customer can download an RFC 5545 .ics file to add the visit to Google Calendar, Outlook or Apple Calendar;
  • rescheduling only offers slots where the assigned worker is actually available, based on their working schedule and existing orders;
  • an appointment whose date has already passed can no longer be confirmed online, only rescheduled to a future slot.

@edescalona
edescalona force-pushed the 18.0-add-fieldservice_appointment_confirmation branch from a6b272f to 730eeb0 Compare July 15, 2026 04:20
@OCA-git-bot OCA-git-bot added series:18.0 mod:fieldservice_appointment_confirmation Module fieldservice_appointment_confirmation labels Jul 15, 2026
@max3903 max3903 added this to the 19.0 milestone Jul 20, 2026
@max3903 max3903 modified the milestones: 19.0, 18.0 Jul 20, 2026
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