Zoho FSM | Module Mapping

Module Mapping

Prior to creating a work order, there are some settings you need to configure. Details of these settings are listed in the sections below.

Permission RequiredModule mapping

Request to Work Order Mapping

On choosing the Convert to Work Order option in a request, the Convert to Work Order page is displayed with field values pre-filled. Using the Requests to Work Order mapping, you can determine the Request field values that you want to pre-fill the fields in Convert to Work Order page with.

To establish this mapping:
  1. Navigate to Setup > Customization > Module Mapping and click Requests to Work Order. Click Edit.
  2. From the Requests drop-down, select the Request fields to map the corresponding value to under Work Orders  fields.
    You can delete an entry using the remove () icon.
  3. Click Save.
    You can create a new entry for field mapping using + Add New Line.

Request to Estimate Mapping

On choosing the Convert to Estimate option in a request, the Convert to Estimate page is displayed with field values pre-filled. Using the Requests to Estimate mapping, you can determine the Request field values that you want to pre-fill the fields in Convert to Estimate page with.
 
To establish this mapping:
  1. Navigate to Setup > Customization > Module Mapping and click Requests to Estimate. Click Edit.
  2. From the Requests drop-down, select the Request fields to map the corresponding value to under Estimates fields.
    You can delete an entry using the remove () icon.
  3. Click Save.
    You can create a new entry for field mapping using + Add New Line.

Estimate to Work Order Mapping

Upon choosing the Convert To Work Order option in an estimate, the Convert to Work Order page is displayed with field values pre-filled. Using the Estimates to Work Orders mapping, you can determine the Estimate field values that you want to pre-fill the fields in the Convert to Work Order page with.

To establish this mapping:
  1. Navigate to Setup > Customization > Module Mapping and click Estimate to Work Order. Click Edit.
  2. From the Estimates drop-down, select the Estimate fields to map the corresponding value to under Work Orders fields.
    You can delete an entry using the remove () icon.
  3. Click Save.
    You can create a new entry for field mapping using + Add New Line.

Work Order To Estimate Mapping

Upon clicking Create for Follow Up Estimates (under Related List tab) in a work order, the Convert to Estimate page is displayed with field values pre-filled. Using the Work Order to Estimate mapping, you can determine the Work Order field values that you want to pre-fill the fields in the Create Estimate page with.

To establish this mapping:
  1. Navigate to Setup > Customization > Module Mapping and click Work Order To Estimate. Click Edit.
  2. From the Work Orders  drop-down, select the Work Order fields to map the corresponding value to under Estimates  fields.
    You can delete an entry using the remove () icon.
  3. Click Save.
    You can create a new entry for field mapping using + Add New Line. This mapping will be also used in the mobile app for creating follow up estimate from work order.

Work Order to Service Appointment Mapping 

Using the Work Order to Service Appointment Mapping setting, you can determine the Work Order field values that you want to pre-fill the fields in Manage Appointments overlay with. 

To establish this mapping: 
  1. Navigate to Setup > Customization > Module Mapping and click Work Order to Service Appointment. Click Edit.
  2. From the Work Order drop-down, select the Work Order fields to map the corresponding value to under Service Appointment fields.
    You can delete an entry using the remove () icon.
  3. Click Save.
    You can create a new entry for field mapping using + Add New Line.

Follow-Up Work Order Mapping

Upon clicking Create for Follow Up Work Orders (under Related List tab) in a Work Order, the Create Work Order page is displayed with field values pre-filled. Using the Follow up Work Order mapping, you can determine the Work Orders field values that you want to pre-fill the fields in the Create Work Order page with.

To establish this mapping:
  1. Navigate to Setup > Customization > Module Mapping and click Follow up Work Order. Click Edit.
  2. From the Work Orders  drop-down, select the Work Order fields to map the corresponding value to under Child Work Orders  fields.
    You can delete an entry using the remove () icon.
  3. Click Save.
    You can create a new entry for field mapping using + Add New Line. This mapping will be also used in the mobile app for creating follow up work order from a work order.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Module Mapping Configuration

                                                                                                        You can change any of the field settings established during the Zoho FSM and Zoho Invoice/Books integration setup. The three main module mapping between Zoho FSM and Zoho Invoice/Books that are essential for the integration to work effectively are: ...
                                                                                                      • Two-Way Data Sync

                                                                                                        Data can be automatically synced between Zoho FSM and Zoho Invoice/Books. Companies, Contacts, and Services And Parts records can be bidirectionally synced between Zoho FSM and Zoho Invoice/Books. - Permission Required: Billing Integration - Check ...
                                                                                                      • Manage Services And Parts

                                                                                                        In a work order, services and their affiliated skills and products need to be added. All the data related to services and parts is added in the Services And Parts module. Permission Required: Services And Parts Add Services and Parts To add a service ...
                                                                                                      • Importing Data to Zoho FSM

                                                                                                        Data from external sources can be added to Zoho FSM. You can easily populate data in the modules in bulk. External data can be imported to Zoho FSM in three simple steps: Upload your data file Choose your import option Map fields in Zoho FSM to ...
                                                                                                      • Webforms

                                                                                                        Use Webforms to create forms that can be embedded in your website. Using these, customers can enter and submit data to Zoho FSM. You can easily design and customize the form to suit your specific needs. Thus, webforms enable you to create a ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources