What do the different Request statuses mean in Zoho FSM?
- New – A Request has been created, but not converted into an Estimate or a Work Order.
- Estimate Created – An Estimate has been generated for the Request.
- This status applies whether the Estimate is just created, sent to the customer, or even approved.
- Estimate Rejected – The customer has rejected the Estimate.
- Work in Progress – A Work Order has been created. This happens when the Estimate is approved and converted into a Work Order, or when the Request is directly converted into a Work Order without an Estimate.
- Completed – All Service Appointments linked to the Work Order are completed, and the Work Order is marked as Completed.
- Closed – Once the Work Order is manually marked Closed, the Request also gets Closed. This is the final stage of a fully resolved Request.
- Cancelled – The Request is cancelled before work begins. No further actions can be taken.
- Cannot Complete (Terminated) – The Request has been terminated because it could not be fulfilled due to external reasons (e.g., customer unavailability, discontinued service, etc.).
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
What are the different user statuses in Zoho FSM (Active, Inactive, Invited, etc.) and what do they mean?
In Zoho FSM, each user can have one of the following status types: Active, Invited, Inactive, or Deleted. Active: The user has accepted the invitation and currently has access to the application according to their assigned permissions. Invited: The ...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 ...Zoho FSM Mobile App
The Zoho FSM mobile app empowers on-the-go field agents with all the information they need, to be efficient at work and delight contacts with every appointment. It helps them to be on time for their appointments, attend more appointments in a single ...Create a Request in Zoho FSM from your website
Usecase: Create a Request in Zoho FSM whenever user submits a form in your website. The user has to provide an email address of an existing Zoho FSM Contact. This can be achieved in Zoho FSM using the Create Request API. To do so, you need to follow ...Essentials of Zoho FSM
Key Terms Crew A crew consists of several field agents who are grouped together to conduct a specific task. Each crew is assigned a lead. Dispatch Console The scheduling tool from which the service appointments are scheduled and dispatched by users ...
New to Zoho LandingPage?
Zoho LandingPage Resources