Services and Parts
Can I reorder or customize the display of Services & Parts in the Work Order details?
Yes. While creating or editing a Work Order, you can drag and drop the items using the drag icon next to each service or part to change their display order. Part line items are arranged in the same order as the service line item they’re linked to.How to edit a service or part in Zoho FSM ?
To edit a service or part in Zoho FSM : Go to the Services/Parts module. Open the service or part record you want to update. Click Edit. Make the necessary changes. Click Save.What happens when I change the price of a service or part in Books/Inventory? Will it affect FSM?
Yes. If Zoho FSM is integrated with Zoho Books or Zoho Inventory, any price change made to a service or part in Books/Inventory will automatically reflect in FSM via the periodic sync, if enabled.Can I apply discounts to individual service or part items?
Yes. In Zoho FSM, you can apply discounts to individual service or part items by enabling Line Item Level discounts in your transaction settings. These settings are synced with Zoho Books/Zoho Invoice (Settings > Preferences > General > Do you give ...Is there a character limit for service/part descriptions or custom fields?
No, there’s no fixed limit for the text you can enter.How to de-duplicate a Service or Part? How to merge Services or Parts?
If duplicate Service or Part records exist in Zoho FSM—due to data import or sync—you can merge them to maintain clean and accurate data. Merging lets you combine details from multiple records into a single master record. Steps to Merge Services or ...Can I set different prices for the same service based on customer category?
Yes. There are two ways to handle different rates for the same service. Method 1 – Adjust the price while creating a Work Order or Estimate When adding a service line item to a Work Order or Estimate, you can manually edit its unit price before ...Can I replicate services or parts?
Yes. You can quickly create a service or part by replicating the details of an existing one using the Clone feature. To clone a service or part: Go to the Services and Parts module. Select the service or part you want to clone. In the Services And ...How do I add a part in Zoho FSM?
To add a part in Zoho FSM : Go to the Services and Parts module. Hover over Create and select Parts. In the Create Service and Part page, enter the Part details. Select whether the part is Taxable or Non-Taxable. Click Save.How do I add a service in Zoho FSM?
To add a service in Zoho FSM : Go to the Services and Parts module. Hover over Create and select Services. In the Create Service and Part page, enter the Service details. Select whether the service is Taxable or Non-Taxable. To add Service Tasks: ...How to scan a barcode or QR code for services/parts in Zoho FSM?
To scan a barcode or QR code while creating or editing a Work Order or Service Appointment, in the Zoho FSM mobile app: Tap Scan QR/Barcode under the Service/Part line items lookup field. You can also access the scanner from the search screen. If ...Is barcode scanning supported for parts used in FSM?
Yes, Zoho FSM allows you to scan barcodes or QR codes from the Part line items lookup field when creating or editing a Work Order or Service Appointment. The barcode/QR code must contain a value present in the SKU of the Service.Is barcode scanning supported for services used in FSM?
Yes, Zoho FSM allows you to scan barcodes or QR codes from the Service line items lookup field when creating or editing a Work Order or Service Appointment. The barcode/QR code must contain a value present in the SKU of the Service.Is there a way to filter the list to show only services or only parts in Zoho FSM?
Yes, Zoho FSM provides default views to help you categorise and filter services and parts. These include: All Services and Parts All Services All Parts Inactive Services and Parts My Services My Parts My Services and Parts You can use these views to ...How do I create a record template for frequently used services, parts, and tasks in Zoho FSM?
You can create a record template in Zoho FSM to reuse a set of frequently used services, parts, and tasks. To create a record template: Go to Setup → Field Service Settings → Record Templates. Click Create Record Template. In Create Record Template ...Can I restrict which Services or Parts a technician can use or edit?
Zoho FSM does not support record-level restrictions. Access is controlled at the module level (e.g., Services and Parts, Contacts, Companies) through profile-based permissions. Within these permissions, you can choose between: Own Records – Users can ...Why are new items being added automatically to Inventory when I create Services in FSM?
When Zoho FSM is integrated with Zoho Books and Zoho Inventory, any service or part you create in FSM is automatically synced and added as an item in Inventory.How to delete/remove a specific Service/Part record completely from FSM?
To delete/remove specific Services/parts record completely from FSM: Open the service or part record, click the Edit dropdown, and select Delete. Click Delete again in the confirmation to remove the record.Can I mark a service or part as taxable/non-taxable?
Yes, if you’ve defined taxation during the initial setup, you can mark a service or part as taxable or non-taxable. While creating a service or part, you’ll be asked to choose whether the Service/Part is taxable or not. You can also change this later ...
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