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 automatically or manually, based on your transaction settings.
Configuring Work order Completion Behaviour
- Go to Setup > Field Service Settings.
- Scroll down to Work Orders.
- You will see two toggles:
- Automatically complete a Work order
- The Work Order will be marked as Completed automatically when all its services, service tasks, and service appointments are completed.
- When the user marks the final service appointment as completed, they will only be asked to confirm completion of the appointment and the associated Work order will be completed automatically.
- Prompt to complete work order
- The Work Order will be marked as Completed only when the user confirms completion while completing the final service appointment.
- When the user marks the final service appointment as completed, they will also be prompted to mark the associated Work Order as Completed.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Notify Changes in Work Order Status
Usecase: Notify the customer by email each time the status of the work order changes. Also, notify the customer when the payment has been done for the work order. Follow the steps below to implement this use case: Step 1: Create a custom function ...Installation And Usage Guide for Zoho FSM Extension for Zoho Books
The Zoho FSM for Zoho Books extension brings field service operations and financial workflows together—seamlessly. With this integration, you can create and manage field service records like Requests, Estimates, and Work Orders directly from within ...Installation And Usage Guide for Zoho FSM Extension for Zoho Invoice
The Zoho FSM for Zoho Invoice extension brings your invoicing and field service operations together, enabling you to manage service processes directly from Zoho Invoice. By connecting customer and quote data in Zoho Invoice with operational records ...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 ...Overview of Zoho FSM
What is Zoho FSM? Zoho FSM is a cloud application that offers an overarching solution for handling the entire life cycle of processes involved in the management and execution of field services. All processes that are pivotal to field services are ...
New to Zoho LandingPage?
Zoho LandingPage Resources