Automate Work Order Completion Zoho FSM (Field Service Management)

There are two feature controls with which users can choose how to automate work order completion – Automatically complete a work order, Prompt to complete work order

Automatically complete a work order
If you enable this feature, the parent work order will be automatically completed when a service appointment is completed; provided the other service appointments of the work order are completed.

Prompt to complete work order
If this feature is enabled, each time the user tries to complete a service appointment, they will be given an option to complete the parent work order as well.

To complete the parent work order along with the service appointment using Prompt to complete work order:

1. Navigate to Setup > Field Service Settings > Other Settings.
2. Enable the toggle for Prompt to complete work order.
3. Click Complete Work in the Complete Work overlay of a service appointment.
4. In the confirmation message, select the checkbox Complete associated Work Order WOX? and click Proceed.

The parent work order will be marked as complete if all the other service appointments associated with the work order are also completed.