Zoho FSM | Tips | Work Orders

Tips - Work Orders

  1. What is a Work Type?
    Work Types help to handle commonly requested services. You can predefine the template for your field service tasks. Services and related parts can be linked using a Work Type.

  2. 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.

  3. 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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                                                                                                      • Work Orders

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

                                                                                                        Use case: Using Zoho Sheets, import/create multiple work orders at once. 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 1: Prepare a sheet with the work ...
                                                                                                      • Work Type Management

                                                                                                        A Work Type is a template for the services in a work order. Use these templates to add the service details to the work orders quickly and to avoid repetitive data entry. A work type will be used while creating a service to link the skills and parts ...
                                                                                                      • Calculate Work Order Profit

                                                                                                        Use case: Calculate the profit earned for a work order. Profit = Grand Total of the work order - Total cost price of the work order where, Total cost price of the work order = Total cost price of the services used + Total cost price of the parts used ...
                                                                                                      • Notify Changes in Work Order Status

                                                                                                        Usecase: Notify the customer by email each time the status of the work order changes. Also, notify the customer when the payment has been done for the work order. Follow the steps below to implement this use case: Step 1: Create a custom function ...
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