How is a Request different from a Work Order in Zoho FSM?

How is a Request different from a Work Order in Zoho FSM?

  1. In Zoho FSM, a Request is the initial record that captures a customer’s inquiry, issue, or service need.
  2. 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.
  3. A Request can be converted into an Estimate or directly into a Work Order.
  4. Creating a request is an optional step, but they help track incoming service demands.