Create Follow-up Work Orders and Estimates in Zoho FSM
Summary
You can create a follow-up work order or estimate for an work order. If the agent finds additional work that needs to be completed during the initial work order, a follow-up work order can be created. A follow-up work order can also be created for routine maintenance on equipment, which can help prevent breakdowns and extend the lifespan of the equipment. Similarly, a follow-up estimate can be created to provide the customer with an accurate cost estimate for additional work or parts required for the original work order.
Resolution
To create a follow-up work order or estimate:
- Click the Related List tab of the work order for which you want to create the follow-up work order or estimate.
- Click Create for Follow Up Work Orders or Follow Up Estimates.
The created follow-up work order or estimate will be listed respectively under Follow Up Work Orders and Follow Up Estimates.
In the follow up work order, the work order from which it was created will be listed as the Parent Work Order.
Click here to know how to create follow-up work order or estimate from the mobile app.