Can I create recurring service appointments for periodic maintenance tasks?

Yes, you can create recurring service appointments in Zoho FSM using the Scheduled Maintenance feature. This automates the creation of service appointments for tasks that need to be performed periodically.
To create a recurring service appointment:

Go to Work Order Management > Scheduled Maintenances and click Create
Or go to Setup > Maintenance Plans > Scheduled Maintenances and click Create
Enter the plan details
Create a Work Order Template and a Service Appointment Template

Work Order Template

Click Create Work Order Template
Fill in the required fields:

Work Order Summary (Summary, Priority, Type, Due Date)
Contact Details (Company, Contact, Asset, Territory, Address)
Services (Add service line items with quantity and price)
Parts (Add part line items)

Click Save.

Service Appointment Template

Click Create Service Appointment Template
Enter Summary and select Type
Set Start & End Date/Time
Choose Currency and Service Resource
Enable Dispatch Appointment if needed
Click Save.
Click Next to view the scheduled dates and creation (batch) dates
Click Save.

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