Zoho FSM | Tips | Work Orders

Tips - Work Orders

  1. What is the Type field in a work order used for? Is this field customizable?
    The Type field is used to indicate the nature of the service the work order is being created for. E.g. Service (for providing among others, repair, installation, or maintenance services), Inspection (for performing diagnostics tasks), etc.
    Consider the example of routine heavy equipment inspection. A work order of type Inspection can be created initially. If any repair is deemed necessary, a related work order of type Service can be created.
    This field is customizable.

  2. How can I service multiple Assets in a single work order?
    - You can associate multiple assets to a single (parent) asset. When you create an asset, select a Parent Asset you want to associate with the given asset. The list of all assets related to the parent asset can be seen under the Child Assets related list of the parent asset.



    - Associate the parent asset with a work order you create. In the Work Order Details page, click the parent asset.



    - E.g. consider a work order for CCTV installation, for which you would be using multiple CCTV cameras. The cameras can be created as child assets for a parent asset and the parent asset can be associated with the work order.

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                                                                                                                            • Related Articles

                                                                                                                            • Work Orders

                                                                                                                              A work order is a record created for executing a contact service request. Available in Editions: All Editions Create Work Orders Permission Required: Work Orders A Work Order can be created in one of the following ways: From Requests: Use the Convert ...
                                                                                                                            • Create Work Orders in Bulk using Zoho Sheets

                                                                                                                              Use case: Using Zoho Sheets, import/create multiple work orders at once. Here, taxes have not been considered. Follow the steps below to implement this use case: Step 1: Prepare a sheet with the work order values Step 2: Create a custom function Step ...
                                                                                                                            • Can I convert multiple Requests into Work Orders in bulk in Zoho FSM?

                                                                                                                              No. In Zoho FSM, Requests cannot be converted into Work Orders in bulk. Each Request must be opened and converted into a Work Order individually.
                                                                                                                            • What happens if a Request is deleted in Zoho FSM — will linked Work Orders remain?

                                                                                                                              If a Request is deleted, the Request record will be permanently removed. However, any Work Orders and estimates created from that Request will remain intact and continue to exist independently.
                                                                                                                            • Do Work Orders created for a Contact automatically link to the Company?

                                                                                                                              Yes, if the Contact selected while creating a Work Order is linked to a Company, the Work Order will be automatically associated with that Company as well. Example: While creating a Work Order, if you select Henry Oliver (a contact linked to the ...
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