Can I assign a service appointment to a crew instead of individual field agent?
Yes, you can assign a service appointment to a crew in Zoho FSM.
To Assign a Crew to a Service Appointment :
- Go to Work Order Management > Service Appointments > Create
- Select the Work Order for which you want to create the appointment
- Enter the Scheduled Start and End Date/Time (same day or multi-day if needed)
- Under Service Resource, select the Crew
- Only agents or crews assigned to the selected territory and time will appear

- Click Schedule or Schedule and Dispatch and confirm.