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Odyssee Field Service - Create PDF, Word, Excel Documents
Odyssee Field Service connects with Documentero to turn field data into ready-to-use documents. As new tasks, invoices, or contacts are created in Odyssee, Documentero can automatically generate PDF, Word, or Excel files from your chosen templates. This makes it easy to deliver service reports, invoices, and customer records without manual formatting. The integration works through API or Make, giving flexibility for different workflows.
Odyssee Field Service
Documentero
Triggers
Watch Tasks — Triggers when a new task is created.
Watch Articles — Triggers when a new article is created.
Watch Contacts — Triggers when a new contact is created.
Watch Invoices — Triggers when a new invoice is created.
Watch Companies — Triggers when a new company is created.
Watch Invoice Details — Triggers when a new invoice detail is created or modified.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Odyssee Field Service using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Odyssee Field Service using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF service reports from Odyssee tasks with Documentero
Create Word customer profiles when new contacts are added in Odyssee
Export Odyssee invoice details into Excel using Documentero templates
Generate professional invoice PDFs from Odyssee invoices
Create company profile documents from new Odyssee company entries
Automatically prepare maintenance reports in Word format from Odyssee tasks
Export Odyssee articles into formatted PDF documents
Create Excel summaries of Odyssee invoice data with Documentero
Generate customer welcome letters from Odyssee contact records
Automatically produce signed work order PDFs from Odyssee task data
How you can use Odyssee Field Service + Documentero
Service Task Reports
Generate a PDF service report in Documentero whenever a new task is created in Odyssee Field Service.
Customer Invoices
Automatically create a professional invoice document when a new invoice is logged in Odyssee.
Contact Records
Produce a formatted Word file with customer details when a new contact is added in Odyssee.
Company Profiles
Build a company profile document in .docx format each time a new company is registered in Odyssee.
Invoice Details Export
Export detailed invoice line items into an Excel sheet as soon as invoice details are updated in Odyssee.
Setup Guides
Make Tutorial: Integrate Odyssee Field Service with Documentero
- Create a new scenario in Make.
- Add Odyssee Field Service to the scenario and choose one of the triggers (Watch Tasks, Watch Articles, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Odyssee Field Service trigger.
- Run or schedule your scenario and verify the output.
