How to Create Service Appointments in Zoho FSM (Field Service Management)

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 render the services at the contact location. You can create as many service appointments as the services in the work order.

Appointments can be created from the Work Orders module or the Service Appointments module.

To create a service appointment:

1. Select Work Orders from the Work Order Management menu and click the work order you want to add the service appointment to.
2. Select the Appointments tab and click Create Appointment.
3. Enter the following details, then click Schedule:
   1. A Summary for the service appointment
   2. 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.
   3. A Field Agent or a Crew
      One or more resources can be assigned to the appointment.

The following agents or crews will be available for assignment:

– Active agents or crews assigned to the territory that is chosen in the work order

– The agents and crews who are active in the territory between the Scheduled Start Date Time and Scheduled End Date Time

– During the time when a field agent is part of a crew, they will not be available as an individual resource.

Hover over the name of an unavailable agent to know the reason for their unavailability.