How to use Service Tasks for a Service Appointment in Zoho FSM

You can create service appointments for one or more of the services or service tasks. You can create the appointments depending on how you plan to carry out the work. For example, you can create an appointment for the service Home Painting or create an appointment for the service tasks Clean and prep wall, and Sand or repair surfaces.

Following are the steps to use a service task in 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 or Schedule and Dispatch:
   • For Service, select services or service tasks.
     All the unscheduled services and service tasks will be populated in this field. Click on the field to see the list of the services and service tasks. Retain the ones you want to be part of the appointment. Uncheck the rest.