Service Reports
What’s the difference between a Service Report and a Job Sheet in Zoho FSM?
A Service Report is a report of the overall Service Appointment. It captures details such as the work performed, technician inputs, and customer acknowledgment (signature and rating), and is typically generated during or after job completion. A Job ...
The customer didn’t sign the Service Report onsite. Can I collect the signature later or remotely in Zoho FSM?
Yes. You can add the customer’s signature later by editing the Service Report (if it is in the Draft state). Open the Service Report Click Edit In the signature section, click Add Signature In the Edit Service Report window, go to the Customer ...
My customer hasn't received the Service Report email I've sent. How to handle this in Zoho FSM?
If your customer hasn’t received the estimate email, ask them to check their spam or junk folder first. If the email is still not found, you can resend the Service report email. Resending a Service Report in Zoho FSM Open the Service Report Click ...
Can multiple technicians create Service Reports for the same appointment?
Yes. If multiple technicians are involved, each technician can create their own Service Report for the same Service Appointment.
How do I fix an error in a Service Report after it has been generated?
You can fix errors by editing the Service Report, provided it is in the Draft state. Editing a Service Report in Zoho FSM Open the Service Report Click Edit Make the necessary changes Click Save and Update
How do I edit a Service Report once it is generated in Zoho FSM?
Editing a Service Report in Zoho FSM Open the Service Report Click Edit Make the necessary changes Click Save and Update You can edit the Service Report only when it is in the Draft state. Once it has been sent, it cannot be edited.
How do I make a Service Report mandatory for a Service Appointment in Zoho FSM?
Making service reports mandatory for a service appointment in Zoho FSM Go to Setup → Transaction Settings Navigate to the Service Appointments section Enable the option “Service Report required for Service Appointment completion” Once enabled, a ...
Is creating a Service Report mandatory to complete a Service Appointment?
Whether a Service Report is mandatory depends on your Transaction Settings. If the “Service Report required for Service Appointment completion” option is enabled, then creating a Service Report is mandatory to complete the Service Appointment. ...
When can a Service Report be generated in Zoho FSM?
A Service Report can be generated anytime after a Service Appointment is created.
What is a Service Report in Zoho FSM?
A Service Report is a document that contains the details of a Service Appointment, including service information, technician inputs, and customer details. It also includes customer acknowledgment elements such as signature and rating. Service Reports ...
Is it possible to automatically send the Service Report to my customer in Zoho FSM?
Yes. You can automate sending Service Reports through custom implementation. Refer to the help documentation for setup steps.
How do I send the service report to my customer in Zoho FSM ?
Sending a service report to a customer in Zoho FSM Open the Service Report Click Send Enter the To email address Add CC and BCC recipients if required In the To / CC / BCC fields: You can select from the dropdown or enter any valid email address ...
Is there a limit to the number of photos I can include in one report in Zoho FSM?
Yes. You can upload up to 5 images You can attach images in the formats: .png, .jpg, .jpeg The total combined size must not exceed 10 MB
Can I attach PDF documents (like safety certificates or manuals) to the service report in Zoho FSM ?
PDF documents cannot be directly attached to a Service Report. However, you can include document content as images by attaching files in the following formats: .png, .jpg, .jpeg You can upload up to 5 images The total combined size must not exceed 10 ...
How can I get customer feedback in Zoho FSM?
You can collect customer feedback while creating a Service Report in Zoho FSM. While generating the Service Report, after selecting the template and entering technician feedback, you will be able to capture customer feedback. Capturing Customer ...
How can I create a Service Report at the customer location in Zoho FSM?
Generating service reports in Zoho FSM Step 1 Navigate to the Service Report tab of the service appointment Click the ‘+’ icon at the bottom-right corner Choose a PDF Template: Standard Spreadsheet Premium Click Next under Model Preview Step 2 This ...
Can I add attachments while creating service reports in Zoho FSM ? How to add attachments to a Service Report in Zoho FSM ?
Yes. While adding technician feedback while creating a Service Report , you can attach images (.png, .jpg, .jpeg). You can upload a maximum of 5 images. The total combined size must not exceed 10 MB Adding attachments while adding technician feedback ...
Can I rename the service reports in Zoho FSM ? How do I rename a service report in Zoho FSM?
Yes. You can rename the Service Report PDF before sending it to the customer. Renaming the Service Report in Zoho FSM While sending the Service Report via email, click on the Service Report name in the attachment. Enter the desired name. The Service ...
Can I create a Service Report for a Work Order in Zoho FSM?
No. Service Reports are created at the Service Appointment level, not at the Work Order level.
Can I have multiple Service Reports for a single Service Appointment?
Yes. You can create multiple Service Reports for a single Service Appointment in Zoho FSM. The number of Service reports allowed per service appointment depends on your Zoho FSM Edition. For more details, refer to the help documentation.
Where can I find the Service Report for a Service Appointment?
You can view Service Reports for a particular Service Appointment or all Service Reports. Viewing all generated Service Reports Go to Work Order Management → Service Reports. You will see a list of all generated Service Reports. Click on any report ...