How to Create a Service Appointment for a Service in Zoho FSM (Field Service Management)
Resolution
You can create a service appointment for a work order or for the individual services. Appointments for the services can be created as explained below:
To create a service appointment for a work order line item:
- Select Work Orders from the Work Order Management menu and click the work order you want to add the service appointment to.
- Select Appointments tab and click Create Appointment.
- Enter the following details, then click Schedule:
- In the Service field, retain the services or service tasks you want to create the appointment for.
- A Summary for the service appointment
- The values for Scheduled Start Date Time and Scheduled End Date Time.
The Scheduled Start Date Time and Scheduled End Date Time should be within the same day. Use multi-day scheduling to schedule an appointment spanning multiple days. - A Field Agent or a Crew
One or more resources can be assigned to the appointment.
A new service appointment can be created for the work order or service after the existing one has been canceled or terminated.
Link Service
You can link a service which has been newly added to a work order, to one of its service appointments. Following are the steps to link a service to an existing service appointment:
1. Add a service to an existing work order.
2. Select the service appointment of the work order to which you want to add the newly added service. Click Link Service.
3. Click Save.
The service will get added to the service appointment.