What happens to a Request once it is converted into a Work Order in Zoho FSM — does it remain open or get closed automatically?
- When a Request is converted into a Work Order, its status changes to Work in Progress.
- Once all the services in the Work Order are scheduled as Service Appointments, and those Service Appointments are marked Completed, the Work Order status automatically becomes Completed. The Request status also updates to Completed at this stage.
- Finally, the Work Order must be manually marked as Closed when the appointment is completed. Once the Work Order is closed, the Request status also changes to Closed.
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Related Articles
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.What happens if a Request is deleted in Zoho FSM — will linked Work Orders remain?
If a Request is deleted, the Request record will be permanently removed. However, any Work Orders and estimates created from that Request will remain intact and continue to exist independently.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 ...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 ...
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