Custom Implementations
Copy Notes from Work Order to Service Appointment
Use case: When a Service Appointment is created, copy the Notes from its parent Work Order. Follow the steps below to implement this use case: Step 1: Create a connection for Zoho FSM Step 2: Create a custom function Step 3: Create a workflow rule ...Email Customer the Service Reports along with the Invoices
Usecase: When a service appointment is completed, email to the customer the service reports in the service appointment and the invoices in the parent work order. Follow the steps below to implement this usecase: Step 1: Create connections Step 2: ...Email Customers the Attachments in Service Appointment Notes
Usecase: On service appointment completion, email the attachments in service appointment notes to the customer. Follow the steps below to implement this usecase: Step 1: Create a connection for Zoho FSM Step 2: Create a custom function Step 3: Create ...Create Work Orders in Bulk using Zoho Sheets
Usecase: Using Zoho Sheets, import/create multiple work orders at once. Follow the steps below to implement this use case: Step 1: Prepare a sheet with the work order values Step 2: Create a custom function Step 1: Prepare a sheet with the work order ...Notify Changes in Work Order Status
Usecase: Notify the customer by email each time the status of the work order changes. Also, notify the customer when the payment has been done for the work order. Follow the steps below to implement this use case: Step 1: Create a custom function ...Charge For Trips Taken and Time On-site
Use case: When creating an invoice from a work order, include charges for the trips (travel time or travel km) taken and the actual time on site. Follow the steps below to implement this use case: Step 1: Create parts for trip and on site charges ...Send Service Report To Customer
Usecase: Email the service report to the customer on service appointment completion. Follow the steps below to implement this usecase: Step 1: Create a connection for Zoho FSM Step 2: Create a custom function Step 3: Create a workflow rule Step 1: ...Creating Recurring Appointments Using Zoho Creator
Use case: Create recurring appointments for a chosen Work Order. For any work order with one appointment, schedule recurring appointments for a specified time. E.g. For a Work Order WO1 with appointment SA1, schedule recurring appointments of the ...Automate creating and sending Invoice on work order creation
Usecase: When creating a work order, based on an user input, automatically create and send invoice for the work order. Follow the steps below to implement this usecase: Step 1: Create a custom field Step 2: Create a connection for Zoho FSM Step 3: ...Send notifications of new requests
Use case: Notify the Administrator via SMS and the Call Center Agent via email of new requests. Here, the SMS will be sent via Twilio. Follow the steps below to implement this use case: Step 1: Create a connection for Twilio Step 2: Create a custom ...
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