Can I see notes added to a Service Appointment in the related Work Order or Estimate?
Yes. When you add a note to a Service Appointment, the same note becomes visible in the associated Work Order, Estimate, and Request records. The note will carry an icon() showing the module where it was originally added.
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Related Articles
If I add a note to a Request, Estimate, Work Order, or Service Appointment linked to an Asset, will it show up in the Asset record? Will notes from Work Orders and Appointments sync to the Asset record?
Notes added to a Request, Estimate, Work Order, or Service Appointment linked to an Asset do not sync back to the Asset. However, any note you add directly to an Asset will automatically appear across all records associated with that Asset — ...Where can I find the Service Report for a Service Appointment?
You can view Service Reports for a particular Service Appointment or all Service Reports. Viewing all generated Service Reports Go to Work Order Management → Service Reports. You will see a list of all generated Service Reports. Click on any report ...How can I copy a Work Order note to its related Service Appointment?
There’s no need to copy notes manually. Notes added to a Work Order automatically appear in its related Service Appointments and its associated Requests and Estimates.Can I create a Service Report for a Work Order in Zoho FSM?
No. Service Reports are created at the Service Appointment level, not at the Work Order level.Tips - Service Appointments
Is there a provision to reschedule appointments? Can we reschedule an appointment for past and future dates? Yes. In the appointment details overlay, you have the option to reschedule the appointment. You can change the dates, field agent, and more. ...