Manage Services And Parts
In a work order, services and their affiliated skills and products need to be added. All the data related to services and parts is added in the Services And Parts module.
Add Services and Parts
Permission Required: Services And PartsTo add a service or product:
- Select the Services And Parts module and click Create.
- Select Service or Part from the dropdown.
- Enter the following details and click Save:
- Service/Part Name
- Unit Price
- SKU
- Taxable or Non-Taxable
An Exemption Reason should be selected if Non-Taxable is chosen. - Add Service Tasks
Service tasks can only be added to services
Services and Parts can be also be imported from Invoice.
Clone Services and Parts
You can easily create a service or part by replicating the details of another service or part using the cloning feature. To clone a service or part:
- Select the Services And Parts module.
- Click the service or part you want to clone and in the Services And Parts details page, click Clone.
- Click Save after making any changes.
All the details from the source service or part will be prefilled.
SKU Field
SKU (Stock Keeping Unit) is an alphanumeric code that uniquely identifies a service or part. It helps in organizing and tracking inventory. In a work order, you can search a Service or Part using SKU.
By default, this field will be mapped to the SKU field of Items in Zoho Books/Invoice. This mapping cannot be modified.
Add Services And Parts from Mobile App
To create a service or part:
- Select Services And Parts, in the left menu.
- In the Services And Parts screen, tap the add [+] icon and tap Service [
] or Part [
] icon.
- In the Create Service/Part page, enter the necessary details and click Save.
- In the lookup fields, you can do an advanced search.
The created service or part can be edited. To edit a service or part:
- Click the Edit [
] icon on the top right side.
- Make the necessary changes and click Save.
You can also add notes, service tasks, and view the related records.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Can I replicate services or parts?
Yes. You can quickly create a service or part by replicating the details of an existing one using the Clone feature. To clone a service or part: Go to the Services and Parts module. Select the service or part you want to clone. In the Services And ...Is there a way to filter the list to show only services or only parts in Zoho FSM?
Yes, Zoho FSM provides default views to help you categorise and filter services and parts. These include: All Services and Parts All Services All Parts Inactive Services and Parts My Services My Parts My Services and Parts You can use these views to ...Can I restrict which Services or Parts an agent can use or edit?
Zoho FSM does not support record-level restrictions. Access is controlled at the module level (e.g., Services and Parts, Contacts, Companies) through profile-based permissions. Within these permissions, you can choose between: Own Records – Users can ...How to de-duplicate a Service or Part? How to merge Services or Parts?
If duplicate Service or Part records exist in Zoho FSM—due to data import or sync—you can merge them to maintain clean and accurate data. Merging lets you combine details from multiple records into a single master record. Steps to Merge Services or ...How do I create a record template for frequently used services, parts, and tasks in Zoho FSM?
You can create a record template in Zoho FSM to reuse a set of frequently used services, parts, and tasks. To create a record template: Go to Setup → Field Service Settings → Record Templates. Click Create Record Template. In Create Record Template ...
New to Zoho LandingPage?
Zoho LandingPage Resources