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Odoo Training Modules

Odoo Training Modules

Training for all Odoo Customizaton and Process for Clearwater Systems

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Responsible Jerry Kovach
Last Update 06/17/2025
Members 2
Field Service Rentals AUTOPAYS Scheduling
  • AUTOPAYS
    • 1 Autopay Training
    • 2 What is an Autopay?
    • 3 Basics - Saved Payment
    • 4 Basics - Autopay Profile
    • 5 Basics - Communication Preferences
  • New Autopays
    • 6 NEW AUTOPAY - Saved Payment
    • 7 NEW AUTOPAY - Autopay Profile
    • 8 NEW AUTOPAY - Communication Preferences
  • Modify Existing Autopay
    • 9 Modify Existing Autopay
  • Autopay Tabs
    • 10 Autopay Detail Tabs
    • 11 Autopay Detail Tabs: Saved Payments
    • 12 Autopay Detail Tab: Open Invoices
    • 13 Autopay Detail Tab: History
    • 14 Autopay Detail Tab: Customer Payments
    • 15 Autopay Detail Tab: Payment Methods
    • 16 Autopay Detailed Tab: Logs
  • Autopay Menus
    • 17 Autopay Menus
    • 18 Autopay Daily Review
    • 19 Autopay Daily Review: Manual Autopays
    • 20 Autopay Daily Review: Customer Payments
    • 21 Autopay Daily Review: Recent Errors
    • 22 Autopay Reports
    • 23 Autopay Reports: Open Invoices
    • 24 Autopay Reports: Pending Autopays
    • 25 Autopay Reports: Last 7 Day's Transactions
    • 26 Autopay Reports: Failed Transactions
    • 27 Autopay Tags
    • 28 Autopay Logs
  • RENTALS
    • RENTALS
    • RENTALS - OVERVIEW
    • RENTAL: EQUIPMENT - NEW RENTAL
    • RENTAL - EQUIPMENT - LABOR CODES
    • RENTAL - Rental Equipment List
    • RENTAL - COOLERS
    • RENTALS - CHANGE EQUIPMENT
    • RENTALS - COOLER SWAP
    • RENTALS - EQUIPMENT PULL 1
    • RENTALS - EQUIPMENT PULL 2
    • RENTALS - MENUS
    • RENTALS - RENTAL PROFILE
    • RENTAL MENU - LAST INVOICE
    • RENTAL MENU - PROFILE STATUS
    • RENTAL MENUS - TAGS
    • RENTAL MENUS - RENTAL LOGS
  • SCHEDULING
    • SCHEDULING
    • SCHEDULING - OVERVIEW
    • SCHEDULING - SCHEDULING vs ROUTING
    • SCHEDULING - START WITH CONTACT RECORD
    • SCHEDULING - SALES APPOINTMENTS
    • SCHEDULING - SERVICE APPOINTMENTS
    • SCHEDULING - RETESTS
    • SCHEDULING - INSTALLATIONS
    • SCHEDULING - SCHEDULING WIZARD
    • SCHEDULING - GANTT WINDOW
    • SCHEDULING - EVENT DETAILS
    • SCHEDULING - EVENT REMINDERS
    • SCHEDULING - ROUTE OPTIMIZATION 1
    • SCHEDULING - ROUTE OPTIMIZATION 2
    • SCHEDULING - CREATING NEW ASSOCIATES 1
    • SCHEDULING - CREATING NEW ASSOCIATES 2
    • SCHEDULING - SERVICE CENTER AREA BY ZIP CODE
    • SCHEDULING - NEW ASSOCIATE PLACEHOLDERS
    • SCHEDULING - MEETINGS / TIME OFF 1
    • SCHEDULING - MEETINGS / TIME OFF 2
    • SCHEDULING - GROUP TIME OFF 1
    • SCHEDULING - GROUP TIME OFF 2
    • SCHEDULING - HOLIDAYS
    • SCHEDULING - RESCHEDULING
    • SCHEDULING - CANCELLING APPOINTMENTS
    • SCHEDULING - COMPLETING RETESTS
    • SCHEDULING - BLUE CARPET EXPERIENCE SURVEY