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.
Appointment Scheduling Preferences
Mentioned below are the feature controls for appointment scheduling.
Allow Overlapping Appointments
If you enable this, you will be allowed to schedule overlapping appointments. From the Allow overlapping dropdown, choose a value and click Save [ 
]. You can choose whether a warning message is shown when creating an overlapping appointment.
What are overlapping appointments?
Ordinarily, in Zoho FSM, you will not be allowed to schedule/dispatch an appointment for a service resource/equipment between a given Scheduled Start Date Time and Scheduled End Date Time if it overlaps with the scheduled times of any of its existing appointments. However, with the transaction setting Allow Overlapping Appointments, you can schedule/dispatch appointments for service resources/equipments even with overlapping timings.
If you choose Allow overlapping With Warning, then you will be shown a warning message with the list of appointments which have conflicting schedules with the one you are trying to schedule/dispatch. Click Continue to proceed.
In the Service Appointment Details page, click on the Info [ 
] icon to view the details of the service appointments that have conflicting schedules with this appointment. The number next to the icon indicates the number of appointments with which this appointment has conflicting schedules. Hover over the service resource/equipment names to see who has conflicting schedules. Their name will be encircled in red, and the Info [ 
] icon shown next to their name.
In the Dispatch Console, the overlapping appointments will be shown with a dotted outline.
In the Service Appointment List page, you can use the FSM List Views Overlapping Service Appointments, and My Overlapping Service Appointments to filter out the overlapping appointments.
Minimum Interval for Next Appointment (Ongoing)
If you enable this, you can set the time interval that should be maintained between an appointment that you want to schedule for a service resource/equipment and any ongoing appointment of the service resource/equipment.
This time interval will be considered from the Scheduled End Date Time of the ongoing appointment or the current time (the Zoho FSM Org timezone will be considered), whichever is latest.
Example
Consider that the time interval set is one hour. An appointment is scheduled from 11:00 am to 11:30 am to Lori Ross. The appointment was started at 11:05 am. At 11:15 am, if you try to schedule another appointment for Lori Ross, the latest that you can schedule the appointment for is at 12:30 pm (11:30 am + 1 hr). However, if you try to schedule an appointment for Lori Ross at 11:45 am, the latest that you can schedule the appointment for is at 12:45 pm (11:45 am + 1 hr).
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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