Can I create a Work Order directly from a Request in Zoho FSM?
Yes. Once a Request is created, you can convert it into a Work Order.
To convert a request into a work order:
- From the Request details page, click Create Convert to Work Order.
- The Request information (such as Contact, Company, and Service Address) will automatically flow into the Work Order.
- You can then add Services, Parts, and Field Agents while creating the Work Order.
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