If an appointment is assigned to a Crew, who is responsible for starting and completing the work?
In Zoho FSM, when a Service Appointment is assigned to a Crew, any Crew member can initiate and complete the work using the mobile app.
There is no individual task-level assignment within a Crew. All members of the Crew have shared access to the appointment and can:
- Start the appointment
- Perform or update any Service or Service Task
- Mark individual Service or Service Task as completed, partially completed, or reschedule them
- Complete the Service Appointment
- Collect payments (except users with the Limited Field Agent profile)
Example:
Service Appointment: HVAC Inspection & AC Filter Replacement
Crew:
Crew:
- Crew member 1 - James Venera
- Crew member 2 - Elijah Green
Service 1: AC Inspection & Diagnosis (SVC-90)
- Service Task 1 - Thermostat Check
- Service Task 2 - Airflow Inspection
- Service Task 3 - Refrigerant Check
- Service Task 4 - Electrical Inspection
Service 2: AC Filter Replacement (SVC-91)
- Service Task 1 - Remove Old Filter
- Service Task 2 - Clean Filter Compartment
- Service Task 3 - Install New Filter
- Service Task 4 - Airflow Test
In this case,
- Let's assume, James performs tasks from Service 1, while Elijah handles Service 2.
- Each technician can start work independently on any Service Line Item or Task.
- When a technician taps Start Work(for Service line item or Service Task), an individual Timesheet entry is created.
- Timesheets the user started appear under My Entries.
- Timesheets started by other Crew members appear under All Entries.
- Even if Crew member 1 starts a Service Task, Crew member 2 can mark it as Completed, or choose to Reschedule it.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Crew Management
A crew consists of several field agents who are grouped to conduct a specific task. Each crew is assigned a lead. Available in Editions: Standard, Professional Create Crews Permission Required: Crew Find out the Edition-specific limits for Crew. To ...Can I assign a service appointment to a crew instead of individual technicians?
Yes, you can assign a service appointment to a crew in Zoho FSM. To Assign a Crew to a Service Appointment : Go to Work Order Management > Service Appointments > Create Select the Work Order for which you want to create the appointment Enter the ...How does timesheet work for appointments assigned to a Crew?
When a technician taps Start Work(for Service line item or Service Task), an individual Timesheet entry is created. Timesheets the user started appear under My Entries. Timesheets started by other Crew members appear under All Entries. Even if Crew ...Work Orders
A work order is a record created for executing a contact service request. Available in Editions: All Editions Create Work Orders Permission Required: Work Orders A Work Order can be created in one of the following ways: From Requests: Use the Convert ...Error creating an appointment - The chosen service resource is assigned to another appointment
Error Encountered Reason One or more of the Service Resources (field agent or crew) you want to assign to the service appointment are already assigned to another service appointment. Resolution You can try one of the following options: From the ...
New to Zoho LandingPage?
Zoho LandingPage Resources