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 dialog, name your template, choose Work Orders or Estimates as the module, and add a description (optional).
Click Create.
Add the bundled Services, Parts, and Service Tasks.
Click Save.

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