Estimates
What is an estimate in Zoho FSM?
In Zoho FSM, an estimate is created to provide the customer with a ballpark figure on how much it would cost to complete the requested services. In other words, an estimate allows you to share a cost proposal with the customer before proceeding with ...
What is an Estimate template in Zoho FSM?
An Estimate template defines the format and layout of the Estimate PDF that is shared with your customers. Zoho FSM provides three default PDF templates to help you present your estimate details, Standard Spreadsheet Premium In addition to these ...
What is an Email Estimate template in Zoho FSM?
An Email Estimate Template in Zoho FSM is the email format used when sending an Estimate to a customer. By default, Zoho FSM provides a standard email template. However, you can also create your own Email template. Refer How to create a custom ...
What is the difference between the Estimate template and the Estimate email template in Zoho FSM?
The Estimate Template is the PDF layout and design of the estimate shared with your customer in the estimate email, while the Estimate Email Template defines the email content and format used when sending that estimate. Estimate Template Defines the ...
When can I send an estimate to my customer in Zoho FSM?
You can send an estimate to your customer once all the required services, parts, and pricing details have been added and reviewed in the estimate. Typically, estimates are sent before the work order is created, so that the customer can review and ...
Is it necessary to create a request to create an Estimate in Zoho FSM? Can I create an Estimate directly without creating a request in Zoho FSM?
No. It is not necessary to create an request to create an estimate. You can create an estimate directly without a request. Refer help doc for how to create a new estimate.
How do I convert a Request into an Estimate in Zoho FSM? How can I create an Estimate for a request in Zoho FSM?
Converting a Request into an Estimate Open the Request record. From the Convert to Work Order dropdown, select Convert to Estimate. In the Estimate creation screen, you can: Add services and parts. Apply discounts if required. Edit the list price or ...
How can I create an Estimate directly in Zoho FSM? How can I create a new Estimate in Zoho FSM?
Creating a new estimate in Zoho FSM Go to Work Order Management > Estimates. Click create. (or) Click the (+) icon in the top-right corner and select Estimate. Enter the required details: Summary Expiry Date (validity period of the estimate) Currency ...
How do I convert an Estimate into a Work Order in Zoho FSM?
Converting an estimate into a Work order Go to the estimate's details page. Click Convert to Work Order. Review and make any necessary changes. Enter the preferred dates. Click Save. You can convert an Estimate into a Work order only if the Estimate ...
What happens if I cancel an Estimate after converting it to a Work Order in Zoho FSM?
If you cancel an estimate after converting it into a work order, only the status of the estimate changes to Cancelled. This action does not affect the Work Order in any way — you can continue to create service appointments and carry out with the ...
Can I create a template for estimate creation in Zoho FSM? How do I create a template with bundled services to use while creating Estimates in Zoho FSM?
Yes, you can create a Record Template in Zoho FSM to quickly reuse a set of frequently used services, parts, and service tasks while creating new estimates. Create a Record Template for Estimates Go to Setup → Field Service Settings → Record ...
How to use the templates created for estimates while creating creating a new estimate in Zoho FSM?
Using a Record Template while creating a new estimate Go to Work Order Management > Estimates. Click create. (or) Click the (+) icon in the top-right corner and select Estimate. In the create estimate page, open the choose template drop-down. Select ...
Can I create a custom Estimate PDF template in Zoho FSM? How to create a custom Estimate PDF template in Zoho FSM?
Yes, you can create custom Estimate PDF templates in Zoho FSM. Creating a custom Estimate PDF template Go to Setup > Customization > Templates. Click Create Template. In the Create Template dialog: Choose Module: Estimate. Template Name: Enter a name ...
Can I create a create a custom Estimate Email template in Zoho FSM? How to create a custom Estimate Email template in Zoho FSM?
Creating a custom Estimate mail template: Navigate to Setup > Channels > Email > Email Template. Click Add New Template (if you're creating a template for the first time) (or) Click Create New (if there are existing templates) In the Add New Template ...
Can I change the Estimate PDF template while sending an Estimate in Zoho FSM? How do I change the Estimate PDF template while sending an Estimate in Zoho FSM?
Yes, you can change the Estimate PDF template at the time of sending it to the customer. Even if a default template is set, you can switch templates when sending an Estimate email to the customer: Switching Estimate PDF templates while sending an ...
How do I change the default Estimate PDF template in Zoho FSM?
Setting a Default Estimate Template Navigate to Setup > Customisation > Templates. In the Templates page, all modules will be listed. Select Estimate. You will see the list of available templates (Standard, Spreadsheet, Premium). For the template you ...
How do I change the default Estimate Email template in Zoho FSM?
Setting a Default Estimate Email Template To set the default template: Navigate to Setup > Channels > Email. You will see the list of available custom created email templates. For the template you want to use by default, click the ⋮ (more options) ...
How to send an estimate to my customer in Zoho FSM?
Sending an Estimate to your customer: Open the Estimate Details page. Click Send Estimate. In the Send Estimate window, enter the recipient’s email address in the To field, select from the dropdown or type an additional email address and press Enter ...
Who can I include in the BCC and CC fields of an Estimate email in Zoho FSM?
You can include any valid email address in the CC and BCC fields while sending an Estimate email. The dropdown in the CC/BCC fields may include: If the estimate is created for a standalone contact (no company selected while creating the estimate), ...
Can I send an Estimate email without the Estimate PDF in Zoho FSM?
Yes, you can send an Estimate email without attaching the Estimate PDF. To do this, simply uncheck the “Add Estimate PDF” option in the Send Estimate window before sending the email.
Is it possible to send an estimate to the customer other than through Zoho FSM and mark it as sent in Zoho FSM?
Yes. You can send an estimate to your customer through other channels (such as WhatsApp, your personal email, or any external method). To do this, download the Estimate PDF and share it manually. Downloading an Estimate in Zoho FSM Go to the Estimate ...
Can I mark an estimate manually as sent in Zoho FSM? How to mark an estimate as sent in Zoho FSM?
Yes, you can mark an estimate as sent manually. Marking an Estimate as sent manually Open the Estimate Details page. From the Send Estimate dropdown, click Mark as Sent.
Can I mark the Estimate manually as approved in Zoho FSM? How to approve an Estimate manually in Zoho FSM?
Yes, you can manually approve an estimate in Zoho FSM. Approving an Estimate manually in Zoho FSM If the estimate is already sent or marked as sent: Go to the Estimate Details page and click Approve from the Resend dropdown. If the estimate has not ...
Can I mark the Estimate manually as rejected in Zoho FSM? How to reject an Estimate manually in Zoho FSM?
Yes, you can manually reject an estimate — but only if it has been sent or marked as sent. Rejecting an Estimate manually in Zoho FSM Go to the Estimate Details page and click Reject from the Resend dropdown.
How do I add Terms and Conditions to all my Estimates in Zoho FSM?
Terms and Conditions to all Estimates Go to Setup > Field Service Settings > Transaction Settings. Scroll down to the Estimates section. Under Terms and Conditions, enter the text you want to include. Click Save. These Terms and Conditions will now ...
Can I edit Terms and Conditions for a specific Estimate record in Zoho FSM?
Yes, you can edit the Terms and Conditions for an individual estimate. While creating the estimate, scroll down to the Terms & Conditions section in the Create Estimate window and make the required changes. The updated text will apply only to that ...
Can I customise the expiry date for Estimates in Zoho FSM? How do I customise the expiry date of an Estimate in Zoho FSM?
Yes, you can customise the expiry date for all Estimates. Custom expiry period for estimates Go to Setup > Field Service Settings > Transaction Settings. Scroll down to the Estimates section. Click the Edit icon (). Set the Expiry Time (Days). Click ...
How to change the expiry date for a specific Estimate in Zoho FSM?
Changing the expiry date for a specific Estimate While creating the estimate, go to the Expiry Date section in the Create Estimate window and update it as needed. The change will apply only to that particular estimate.
My Estimate is rejected. Can I edit and resend an Estimate email in Zoho FSM?
Yes, you can edit and resend an Estimate email If the estimate has been rejected either by the customer or you've marked it rejected, you can edit it and resend the estimate email. Edit and Resend To edit and resend a rejected estimate: Open the ...
Can I create a new estimate for a rejected one instead of editing the same estimate in Zoho FSM?
Yes, you can create a new estimate for a rejected estimate in Zoho FSM. If an estimate is rejected (either by the customer or manually by you), you can create a new estimate using the Clone & Resend option. Clone and Resend To create a new estimate ...
How do I handle a rejected Estimate in Zoho FSM?
When an estimate is rejected, you have two options: Edit and resend the same estimate, or Create and send a new estimate using Clone & Resend. Edit and Resend To edit and resend a rejected estimate: Open the Estimate Details page. Click Resend. ...
Can I resend an Estimate to the customer again for a follow-up in Zoho FSM? How do I send a follow-up Estimate in Zoho FSM?
Yes, you can resend an estimate to your customer as a follow-up if they haven’t responded. Resending an estimate in Zoho FSM Open the Estimate Details page. Click Resend. In the Send Estimate window, enter the recipient’s email address in the To ...
My customer hasn't received the estimate email I've sent. How to handle this in Zoho FSM?
If your customer hasn’t received the estimate email, ask them to check their spam or junk folder first. If the email is still not found, you can resend the estimate email. Resending an estimate in Zoho FSM Open the Estimate Details page. Click ...
Can I clone an Estimate in Zoho FSM? How to clone an Estimate in Zoho FSM?
Yes, you can clone an estimate in Zoho FSM. Cloning an Estimate in Zoho FSM Open the Estimate Details page. From the Edit dropdown, click Clone. All details including customer, asset, address, services, and parts will be copied to the new estimate. ...
Can I download an Estimate in Zoho FSM? How to download an estimate in Zoho FSM?
Yes, you can download the estimate in Zoho FSM. Downloading an Estimate in Zoho FSM Go to the Estimate Details page. From the Send Estimate or Resend dropdown, click Download. In the Download Estimate window, choose the desired Estimate PDF template. ...
Can I print an Estimate in Zoho FSM? How to print an Estimate in Zoho FSM?
Yes, you can print an estimate in Zoho FSM. Printing an Estimate in Zoho FSM Open the Estimate Details page. From the Send Estimate or Resend dropdown, click Print. In the Print Estimate window, choose the desired Estimate PDF template. Click Print. ...
Can I create multiple Quotes in a single Work Order in Zoho FSM ?
No, Zoho FSM currently does not support creating multiple quotes (or estimate versions).