System Views

Default

1. Appointment/Work Order Name, Status, Billing Status
   
2. Summary
   
   Only in the Service Appointment List View
3. Relative Time
   
   Only in the Work Order List View
4. Priority
   
5. Grand Total

 

Contact/Company 

1. Contact or Company Name based on the sync type between Zoho FSM-Books/Invoice.
   

1. Appointment/Work Order Name, Status, Billing Status
   
2. Summary
   
   Only in the Service Appointment List View
3. Relative Time
   
   Only in the Work Order List View
4. Priority
   
5. Grand Total

 

Asset 

1. Asset Name
   
2. Appointment/Work Order Name, Status, Billing Status
   
3. Summary
   
   Only in the Service Appointment List View
4. Relative Time
   
   Only in the Work Order List View
5. Priority
   
6. Grand Total

 

The entry Relative Time will have the following values:

1. Scheduled Start/End Time, Date if the status of the appointment is Scheduled or Dispatched.
   
2. Actual Start/End Time, Date if the status of the appointment is Completed.
   
3. Actual Start Time, Date if the status of the appointment is In Progress.
   
4. Duration
   

Customize List View

1. Tap the Customize List View [] icon on the List View screen.
   
   
   
   
2. Choose one of the views and click Save.
   If you want to create a custom view, proceed to step 3.
3. Click Create Custom View.
   
   
   
   
4. Click Add New and select the fields you want to add.
   - You cannot edit the fields marked Default.
   - A total of five fields (apart from the fields marked Default) can be added. Also, atleast one field (other than the fields marked Default) must be added.
   - You can Delete [] a field.
   - Long press a field to drag it to a new position.
   
   
   
   Click on Preview to see how the list item will look with this custom view. Click Reset to revert any changes. It will revert to the state that was last saved.
5. Click Save.
   The newly created custom view will be selected for displaying the list items in the List View.

1. In the Home screen
   
   
   
   
2. The appointment details tile located at the bottom of the All Service Appointments Map view screen.
   
   
   
   
3. The service appointments list inside a work order.