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, technician 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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Related Articles
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) ...What is a Request in Zoho FSM?
In Zoho FSM, a Request is the first step in creating a Work Order, but it is not mandatory. You can create Work Orders directly without going through a Request. A Request contains a customer’s request summary, Customer and Contact Details, Service ...What happens if a customer Request does not turn into a Work Order in Zoho FSM?
If a customer Request is not converted into a Work Order, it will remain in the Requests module as a record. If needed, you can cancel, terminate, or delete the Request as required.Overview of Zoho FSM
What is Zoho FSM? Zoho FSM is a cloud application that offers an overarching solution for handling the entire life cycle of processes involved in the management and execution of field services. All processes that are pivotal to field services are ...How do I edit a Request in Zoho FSM?
To edit a Request in Zoho FSM: Navigate to Requests under the Work Order Management module. Open the Request you want to modify. Click the Edit button. Update the necessary details Click Save to apply the changes.
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