Transaction Settings

Permission Required: Other Settings

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 > Transaction Settings.

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:

Navigate to Setup > Field Service Settings > Transaction Settings.
Enable the toggle for Prompt to complete work order.
Click Complete Work in the Complete Work overlay of a service appointment.
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.

Auto Stop Time Sheets

By default, all open time sheets are set to automatically stop at 11:59 pm of the Zoho FSM Org timezone. Refer to this page for details. You can use the transaction control Auto Pause under Time Sheet to modify the predefined Auto Pause Time. Click on the Edit [

] icon, enter a new time, and click Save [

]. You can also use this control to disable the auto stop of time sheets.

Password Protect Exported Files

If you enable Password protect exported files, then you will have the option to add a password to the files you export from the following places:

Export Data from Zoho FSM (Setup > Data Administration > Data Export)
Export a Zoho FSM report
Email a Zoho FSM report as an attachment

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