Configure Field Service Process

Configure Field Service Process

Schedule Status

You can configure the name, colour and the description associated with the status of a work order, service appointment, estimates or a request.
  1. Navigate to Setup > Customization > Status Settings.
  2. Select Work Order, Service Appointments, Estimates, or Request and click Edit.
  3. You can edit the following details:
    1. The Colour assigned to a status. Click the color selection box and choose a new color from the picker.
    2. Description of the status.
  4. Click Save to keep the changes, or Restore to revert to the default settings.

Feature Controls 

You can toggle the availability of certain features in Zoho FSM. This allows you to determine whether a certain feature should be available to the user or not. You can find these feature controls at Setup > Field Service Settings > Other Settings.

Create invoices in mobile app  

Use the toggle switch for Allow technicians to raise invoices to determine whether the field technicians will have the option to create invoices for the service appointments assigned to them.


View pricing details in mobile app 

Use the toggle switch for Allow Field Agent to see pricing to determine whether the field technicians will be able to see the prices of Services and Parts in the service appointments assigned to them.

If the option Allow technicians to raise invoices is disabled, then Allow Field Agent to see pricing too would be automatically disabled.

Use the toggle switch for Allow Field Agent to see pricing to also determine whether the Work Orders option should be available in the mobile app.

Round off currency values

Use the toggle switch for Allow roundoff for transactions to round the Grand totals in transactions to the nearest whole number. This will be applicable to currency values.

Estimate approval through email

When you enable Estimate - Email Approval, then the estimate email sent to the customer will have the options to accept or reject it.

Mark Business Hours

You can define the official business or working hours of your organization and the same will be reflected in the Dispatch Console. To set the business hours of your organization, do the following:
  1. Navigate to SetupGeneralCompany Details > Business Hours tab and click the New Business Hours button or the Edit [] icon.
  2. In the Edit Business Hours overlay, select the required options and click Save.

In the dispatch console Gantt area, the business hours will be shaded white.

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