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 and Billing Address, and a preferred date and time for the service.
Once a Request is created, it can be:
- Converted into an Estimate (if you need to provide a quotation first).
(or)
- Converted directly into a Work Order for execution.
Customers can contact a call center agent to raise the Request on their behalf.