Generating service reports in Zoho FSM  

1. Navigate to the Service Report tab of the service appointment
   
   
   
   
2. Click the ‘+’ icon at the bottom-right corner
   
   
   
   
3. Choose a PDF Template:
   
1. Standard
   
2. Spreadsheet
   
3. Premium
   
   
   
   
4. Click Next under Model Preview
   
   

This step is not mandatory. Click Skip to continue without adding technician feedback.

1. Enter the Problem Statement (auto-filled, can be edited)
   
2. Provide the Service Summary
   
3. Verify the Technician Name (auto-filled, can be edited)
   
4. Click Add to include the technician’s signature
   
5. Click Save
   
6. Click Next to proceed
   
   
   
   

This step is not mandatory. Click Skip to continue without adding technician feedback.

1. Hand over the device to the customer
   
2. Ask them to:
   
1. Enter feedback
   
2. Provide a rating
   
3. Verify their name (auto-filled)
   
4. Add their signature and click Save
   
   
   
   
3. Click Save & Create