7 · Configuration (administrators)
These are the one-time settings a service administrator configures. In a PLANA-hosted tenant the routing engine and defaults are already wired up — most sites only touch the first two.
Auto-invoice + labour product
In Settings ▸ Field Service (or on the company form):
- enable auto-invoice on completion, and
- set the Field Service Labour Product — a service product whose sales price is the hourly labour rate. This is what the ad-hoc invoicing flow uses to build the labour line.
Technician van stock
Master Data ▸ Workers ▸ open a worker ▸ Van Stock Location — an internal stock location representing that technician's vehicle. Parts used on a job are consumed from here (see Van stock).
Stages
Configuration ▸ Stages — the workflow ships ready-made (New → Assigned → Scheduled → En Route → In Progress → Awaiting Signature → Completed). Adjust only if your process differs.
Routing engine endpoints
The OSRM and VROOM services are resolved in this order:
- system parameters
plana_fsm_route.osrm_url/plana_fsm_route.vroom_url, then - environment variables
FSM_OSRM_URL/FSM_VROOM_URL, then - the in-cluster defaults.
In a PLANA-hosted tenant these point at the in-cluster routing services and need no configuration.
Map tiles & copyright
System parameters leaflet.tile_url and leaflet.copyright control the map. They default to OpenStreetMap.
PWA branding
System parameters control the installable app:
pwa.manifest.name(“PLANA Field Service”),pwa.manifest.short_name,- theme and background colours.
That's the full tour. Back to the user guide overview or the feature overview.