Configure Field Service Process

Configure Field Service Process

Schedule Status

You can configure the name, and colour associated with the status of a work order, service appointment, estimates, or a request. The settings configured here will reflect in the service appointment bars in the Gantt view of the Dispatch Console, and the Status displayed in the [Records] Details screen.
  1. Navigate to Setup > Customization > Status Settings.
  2. Select Work Order, Service Appointments, Estimate, or Request, then 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 

The feature control Allow Field Agent to see pricing is not used any more. Instead the profile permission Show Pricing will be used to determine whether the prices will be shown or not.

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 Allow technicians to raise invoices option is disabled, then Allow Field Agent to see pricing will also 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, the estimate email sent to the customer will have the options to accept or reject it.


Automate Work Order Completion

There are two feature controls with which users can choose how to automate work order completion - Automatically complete a work order, Prompt to complete work order

Automatically complete a work order
If you enable this feature, the parent work order will be automatically completed when a service appointment is completed; provided the other service appointments of the work order are completed.

Prompt to complete work order
If this feature is enabled, each time the user tries to complete a service appointment, they will be given an option to complete the parent work order as well.

To complete the parent work order along with the service appointment using Prompt to complete work order:
  1. Navigate to Setup > Field Service Settings > Other Settings.
  2. Enable the toggle for Prompt to complete work order.
  3. Click Complete Work in the Complete Work overlay of a service appointment.
  4. In the confirmation message, select the checkbox Complete associated Work Order WOX? and click Proceed.
The parent work order will be marked as complete if all the other service appointments associated with the work order are also completed.



Note: Prompt to complete work order cannot be enabled if Automatically complete a work order is enabled.

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.



    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now











                                                                                          • Related Articles

                                                                                          • Service Tasks

                                                                                            Service tasks are subtasks or child tasks that you can add to a service. When you want to handle a service that is a composite task consisting of several activities, then creating service tasks for the service will come in handy. For example, ...
                                                                                          • Service Appointments

                                                                                            Service appointments are jobs created for carrying out the services in a work order. These service appointments are assigned to field technicians or crew who will then perform the services at the contact location. As many service appointments as the ...
                                                                                          • Service Reports

                                                                                            A service report can be created for an appointment. It will capture the details of the service appointment, the associated contact details, and other inputs of customer acknowledgement such as signature, and rating. - Permission Required: Service ...
                                                                                          • Service Territory Management

                                                                                            Service territories are domains that can be geographical, departmental, commercial, or based on any other way you want to segment your business. This demarcation helps you manage contact service requests and service personnel. For example, service ...
                                                                                          • Manage Service Appointments

                                                                                            Scheduling Service Appointments All the service appointments in the Dispatch Console are initially scheduled by assigning them to a field technician or crew. Appointments can be scheduled from the Work Order Details page, as mentioned here. This can ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources