[MOV] field service: improve the structure and merge docs

Currently, there are two pages about onsite interventions in two separate categories. This task aims to merge both pages into a single one and remove the useless categories. task-3275322 closes odoo/documentation#4191 X-original-commit: 151e0554fa Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-14 15:49:22 +00:00
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+=============================
+Onsite interventions planning
+=============================
+
+From a sales order
+==================
+
+Allowing your sales team to open onsite interventions creates a seamless experience for your
+customers. They can receive a quotation they first have to approve before the work even starts.
+
+Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product.
+
+#. Under the :guilabel:`General Information` tab, select :guilabel:`Service` as :guilabel:`Product
+   Type`.
+#. Under the :guilabel:`Sales` tab, select :guilabel:`Timesheets on tasks` as :guilabel:`Service
+   Invoicing Policy`.
+#. Select :guilabel:`Create a task in an existing project` as :guilabel:`Service Tracking`.
+#. Select your :guilabel:`Project`.
+#. If you use them, select your :guilabel:`Worksheet Template`, and save.
+
+.. image:: onsite_interventions/product-configuration.png
+   :align: center
+   :alt: Product configuration to create tasks from sales orders in Odoo Field Service
+
+From the :doc:`Sales <../../sales/sales>` app, create a quotation with the product and confirm it. A
+task is automatically set up under your Field Service project. It is directly accessible from the
+sales order.
+
+.. image:: onsite_interventions/task-on-so.png
+   :align: center
+   :alt: Field Service task on a sales order in Odoo Sales
+
+From helpdesk tickets
+=====================
+
+The integration with the :doc:`Helpdesk <../helpdesk>` app lets your helpdesk team manage
+intervention requests directly. Planning field service tasks from tickets speeds up your processes.
+
+Configure the helpdesk team
+---------------------------
+
+Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable
+:guilabel:`Onsite Interventions`.
+
+.. image:: onsite_interventions/helpdesk-settings.png
+   :align: center
+   :alt: Onsite interventions settings in Odoo Helpdesk
+
+The helpdesk tickets of the team now display the :guilabel:`Plan Intervention` button. Click on it
+to create a new task under your field service project.
+
+.. image:: onsite_interventions/plan-intervention-from-ticket.png
+   :align: center
+   :alt: Plan intervention from helpdesk tickets in Odoo Helpdesk