Service Appointments 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 perform the services at the contact location. As many service appointments as the services in the work order can be created. The service appointments can be viewed under the Service Appointments module. Service appointments can be created and managed here. Appointments can also be created from within a work order.
– Permission Required: Service Appointments
– Find out the Edition-specific limits for Service Appointments.
Create Service Appointments
To create a service appointment:
- Select Service Appointments from the Work Order Management menu and click Create.
- Select the work order that you want to create the service appointment for.
– The details of the selected work order are displayed.
3. Enter the following details, then click Schedule:
- 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 Service Resource (Agent or Crew) One or more resources can be assigned to the appointment. Only when the Scheduled Start/End Date Time is selected will the service resources be listed.
- 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 an 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.
4. Click Confirm in the confirmation message.
The service appointment details page will be displayed. This page will display the name of the work order for which the service appointment has been created. You can also dispatch, reschedule, terminate, and Cancel an appointment from this page.
The appointment created can also be viewed under the Appointments tab of the work order for which the service appointment has been created. Under the Service and parts tab of the work order, you can see the appointment created for each service line item. Hover over the appointment icon [ ] next to the Service Line Item Name to see the appointment details. Click to navigate to the Appointment Details screen.
