Use Service Tasks in a Work Order in Zoho FSM
Summary
Once services are created with the service tasks, you can use them in work orders. A work order for house remodelling can be created with the services home painting, and flooring.
Following are the steps to use a service task in a work order:
- Select Work Orders from the Work Order Management menu and click Save.
- In the Create Work Order overlay, enter the details of your work order.
- When you select a service, its associated service tasks will get added to the work order. You can remove the service tasks that you don’t require. The duration for each service task, if provided during the service task creation, will be populated. This duration can be modified, if required. While creating a work order, you can add new service tasks to a service, but these won’t get added to its parent service. You might want to add a subtask, waterproofing, for home painting which is specific only to this work order. Waterproofing will be available as a service task for home painting only in this work order.
In the Service and parts tab, you can view the appointment associated with a service. Click on the calendar icon to view the associated appointments.
