Zoho FSM | Work Type Management

Work Type Management

This feature has been discontinued. You can now use its updated and improved version: Record Templates

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 to a service. When a service (with which a work type is linked) is added to a work order, the skills and parts associated with the service automatically get added to the work order.

Permission Required: Work Types
Check the Edition-based availability of Work Type.

Create Work Type

 To create a work type:
  1. Navigate to Setup > Field Service Settings > Work Type and click Create Work Type.
  2. Enter the following details, then click Save:
    1. A name in the Work Type Name field.
    2. An Estimated Duration of the work type.
    3. An Estimated Time Unit for measuring the duration. The unit can be in hours or minutes.
    4. A Description of the work type.
  3. Click + New Line to add Parts and Quantity required for the work type and click Save. Use  to delete the part entries.
  4. Click + New Line to add Skills required for the work type and click Save. Use  to delete the skill entries.

Editing Work Types

To edit work types:
  1. Navigate to Setup > Field Service Settings > Work Type.
  2. Hover over the name of the work type and click the Edit [] icon. Modify the required details and click Save. 
    1. Click Delete to remove the work type.
    2. Click Add Part to add additional Parts.
    3. Click Add Skill to add additional Skills. 


Click on the work type to view its details. In the Work Type overlay, you can find the Edit and Delete options.