How is a Request different from a Work Order in Zoho FSM?
- In Zoho FSM, a Request is the initial record that captures a customer’s inquiry, issue, or service need.
- It represents what the customer is asking for and serves as the starting point of the service process, while a Work Order is a formal service record that contains the actual work to be carried out, with details like services, parts, tasks, field agent assignments, and scheduling.
- A Request can be converted into an Estimate or directly into a Work Order.
- Creating a request is an optional step, but they help track incoming service demands.
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