Work Orders
Can I have a single Work Order with multiple appointments for different assets in Zoho FSM?
Yes. You can create a single Work Order, add multiple service line items, associate each service line item with a different asset, and then create separate Service Appointments for those service line items as required. To associate assets with ...
Can I have a single Work Order with multiple appointments for different sites in Zoho FSM?
It is not possible to create Service Appointments for different customer sites (service addresses) within the same Work Order. Each Work Order in Zoho FSM can be associated with only one customer and one service address. If services need to be ...
How do I track the status of a Work Order in Zoho FSM?
You can track the Work Order status from the Work Order details page. The timeline displays all updates and actions related to the work order in chronological order. To view the status of the Work Order, check the Work Order Status section in the ...
What is the service field in the Parts line item?
The Service field in the Parts line item is used to associate a part with a specific service in the Work Order. When adding a part, Click Select Service Line Item. Choose the service the part is associated with. Click Save.
What types of discounts are available in Zoho FSM?
In Zoho FSM, discounts can be applied in two ways: By Amount By Percentage You can also choose the level at which the discount is applied: Line item level – applies to a specific service or part Transaction level – applies to the subtotal before or ...
How do I provide discounts for Work Orders in Zoho FSM?
In Zoho FSM, discounts can be applied in two ways: By Amount By Percentage You can also choose the level at which the discount is applied: Line item level – applies to a specific service or part Transaction level – applies to the subtotal of the Work ...
What is the maximum number of service and part line items allowed in Zoho FSM?
The maximum number of service and part line items depends on the edition of Zoho FSM. Edition Service Line Item Limit Part Line Item Limit Free Edition 10 per Work Order 10 per Work Order Standard Edition 20 per Work Order 20 per Work Order ...
How do I create a work order template in Zoho FSM? How to create service packages for work orders in Zoho FSM?
You can handle service packages by creating Work Order Templates in Zoho FSM. Creating a Work Order Template in Zoho FSM Go to Setup → Field Service Settings → Record Templates. Click Create Record Template. In Create Record Template, name your ...
How to use the templates created for work orders while creating creating a new work order in Zoho FSM?
Using a Record Template while creating a new work order In the Create Work Order page, open the Choose template drop-down. Select the required template. The services, parts, and tasks from the template will be auto-populated. Fill in the remaining ...
Can I remove specific service tasks while creating a Work Order in Zoho FSM?
Yes, you can remove specific service tasks while creating a Work Order in Zoho FSM. Removing Service Tasks while creating a Work Order in Zoho FSM While creating the Work Order, scroll to the Service Tasks section. Click the (-) icon next to the task ...
How to Create Follow-Up Work Order in Zoho FSM?
Creating a Follow up work order in Zoho FSM Go to the work order details page. In the Related List tab, click + Create under Follow Up Work Orders. Details from the parent Work Order such as contact details, address, and service/part line items will ...
How do I create a Follow-Up Estimate in Zoho FSM?
Creating a Follow up estimate in Zoho FSM Go to the Work Order Details page. In the Related List tab, click + Create under Follow Up Estimates. Details from the parent Work Order such as Summary, contact details, address, and service/part line items ...
How do I edit a work order in Zoho FSM?
Editing a work order in Zoho FSM Go to Work Order Management > Work Orders. In the Work Order details page, click Edit. Update the required details. Click Save.
How do I clone a Work Order in Zoho FSM?
Cloning a Work Order in Zoho FSM Go to Work Order Management > Work Orders. Open the Work Order details page. From the Edit dropdown, click Clone. Review the details in the cloned Work Order, make any changes if needed, and click Save. A new Work ...
How do I change the owner of a Work Order?
Changing the owner of the Work Order in Zoho FSM Go to Work Order Management > Work Orders. Open the Work Order details page. From the Edit dropdown, click Change Owner. In the Change Owner prompt, choose a user from the list of active users. Click ...
Can I change the territory of a Work Order after creating it in Zoho FSM? How do I change the territory of a Work Order in Zoho FSM?
Yes, you can change the territory of a Work Order after it has been created. Changing the territory of a work order in Zoho FSM Go to Work Order Management > Work Orders. Open the Work Order. On the Work Order details page, click Change Territory. In ...
How do I complete a Work Order in Zoho FSM?
A Work Order can be completed only when service appointments have been created for all associated services and all those service appointments are completed. Once completed, the Work Order status changes to Completed. Completion can happen ...
How do I close a Work Order in Zoho FSM?
When all activities related to a Work Order have been completed, the Work Order can be closed. Once closed, its status changes to Closed. Marking the work order as closed in Zoho FSM Go to Work Order Management > Work Orders. Open the Work Order you ...
When should I cancel a Work Order in Zoho FSM? What should I do if the customer does not want to proceed with the job?
You can cancel a Work Order when you no longer want to proceed with it. For example, if a customer decides not to continue with the requested service, the Work Order created for that request can be cancelled. Cancelling a work order in Zoho FSM will: ...
How do I cancel a Work Order in Zoho FSM?
Cancelling a work order in Zoho FSM Go to Work Order Management > Work Orders. Open the Work Order. On the Work Order details page, click Cancel. In the confirmation prompt, enter the cancellation reason and click Continue.
What does terminating a Work Order mean in Zoho FSM? What happens when I terminate a work order in Zoho FSM?
A Work Order is terminated when it cannot be completed or carried out further. For example, the customer is not available at the service location or the field agent is unable to perform the service due to an issue. Terminating a work order in Zoho ...
How do I terminate a Work Order in Zoho FSM?
Terminating a work order in Zoho FSM Go to Work Order Management > Work Orders. Open the Work Order. On the Work Order details page, from the Cancel drop-down, click Terminate. In the confirmation prompt, enter the termination reason and click ...
How do I delete a work order in Zoho FSM?
Deleting a Work Order in Zoho FSM Go to Work Order Management > Work Orders. Open the Work Order details page. From the Edit drop-down, click Delete. Click Delete in the confirmation prompt.
What happens if I delete a Work Order in Zoho FSM?
When you delete a Work Order, the following related records (if any) will also be deleted: Service Appointments and their related records Notes and attachments The delete action is not reversible.
How do I handle services for which we don't charge the customer, such as consultations or site visits?
For services that are not billed to the customer, you can mark the Work Order as Non-Billable. Once marked as non-billable, invoices cannot be created for that Work Order. Marking a work order as Non- Billable in Zoho FSM Go to Work Order Management ...
How to mark a work order as non billable in Zoho FSM?
Marking a work order as Non- Billable in Zoho FSM Go to Work Order Management > Work Orders. Open the Work Order. From the Cancel dropdown on the details page, click Non-Billable. Confirm by clicking Continue.
How to handle unused work orders without deleting them in Zoho FSM?
If a Work Order is invalid or unused and you do not want to delete it, you can mark its billing status as Void. When a Work Order is marked as void, all invoices generated for that Work Order will also have the status Void. Marking the billing status ...
How do I mark the status of a Work Order as Void in Zoho FSM?
Marking the billing status of a work order as void in Zoho FSM Go to Work Order Management > Work Orders. Open the Work Order. From the Cancel dropdown on the details page, click Void. Click Continue in the confirmation prompt.