How do I create a Follow-Up Estimate in Zoho FSM?

How do I create a Follow-Up Estimate in Zoho FSM?

Creating a Follow up estimate in Zoho FSM

  1. Go to the Work Order Details page.
  2. In the Related List tab, click  + Create under Follow Up Estimates.



  3. Details from the parent Work Order such as Summary, contact details, address, and service/part line items will be auto-populated.
    Set the Expiry date of the estimate and update or add any information if needed.
  4. Click Save.