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.
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
Enforce Location Sharing For Mobile Check-In
If you enable Mobile App Check-In Preference, users cannot check-in to the mobile app without providing the location permission.
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.
Set Conditions For Service Appointment Completion
There are two feature controls using which you can stipulate the conditions for completing a service appointment - Service Report required for SA completion, Jobsheets completion required for SA completion.
Service Report required for SA completion
If you enable this setting, creation of a service report will be mandatory for completing a service appointment. When you attempt to complete a service appointment, you will be prompted to create a service appointment. Click Create Service Report in the popup message and proceed to create a service report. Once the service report is created, click Continue.
Jobsheets completion required for SA completion
If you enable this setting, completing the job sheets, if any, will be mandatory for completing the service appointment. When you attempt to complete a service appointment, you will be prompted to complete the job sheets. Click Create Service Report in the popup message and proceed to completing the job sheets. Once all the job sheets are completed, click Continue.
Auto Stop Time Sheets
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.
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