Follow-up Work Order and Estimate in Zoho FSM

Summary

You can create a follow-up work order or estimate for an work order.

To create a follow-up work order:

  1. Select the Related List tab of the work order you want to add the follow-up work order to. Click + for Follow Up Work Orders.

In the New follow-up Work Order page, enter the necessary details and click Save.

The created follow up work order will be listed under the Related List tab.
To create a follow-up estimate:
  1. Select the Related List tab of the work order you want to add the follow-up estimate to. Click + for Follow Up Estimates.
  1. In the New Estimate page, enter the necessary details and click Save.

The created follow up estimate will be listed under the Related List tab.