Work Order Management
Revert Status of Records
You can revert the status of cancelled or terminated work orders and service appointment records back to their previous state. You can also revert a completed service appointment. Permission Required: Revert To revert the status of a record: Click ...
Service Reports
A service report can be created for an appointment. It will capture the details of the service appointment, the associated contact details, and other inputs of customer acknowledgement such as signature, and rating. Available in Editions: All ...
Service Tasks
Service tasks are subtasks or child tasks that you can add to a service. When you want to handle a service that is a composite task consisting of several activities, then creating service tasks for the service will come in handy. For example, ...
Invoices
The Invoices module helps you easily access all the invoices from a single place. You can create invoices, and make payments from here. Available in Editions: All Editions Create an Invoice - Permission Required: Invoices - Find out the ...
Service Appointments
Service appointments are jobs created for carrying out the services in a work order. These service appointments are assigned to field agents or crew who will then perform the services at the contact location. As many service appointments as the ...
Requests
Requests are initiated to render services to customers. Services are the offerings you provide as part of your field services. Customers can contact a call center agent to raise the request on their behalf. You can create requests from the Zoho FSM ...
Estimates
An Estimate provides a ballpark figure for how much it would cost to provide the services asked for in a Request. Once a request is approved, the estimate can be created for the request. Based on the estimate, the contact can decide whether to ...
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 ...

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