Work Type Management
Work Type is a template for the services in a work order. Use these templates to add the services to the work orders quickly and to avoid repetitive data entry. A work type will be used in the Services And Parts module to link the skills and parts to a service.
Create Work Types
To create a work type:
- Navigate to Setup > Field Service Settings > Work Type and click New Work Type.
- Enter the following details, then click Save:
- A name in the Work Type Name field.
- An Estimated Duration of the work order along with a unit for measuring the duration. The unit could be in hours or minutes.
- A Description of the work type.
- Click + New Line to add Skills required for the work type and click Save. Use
to delete the skill entries.
- Click + New Line to add Parts required for the work type and click Save. Use
to delete the part entries.
Editing Work Types
To edit work types:
- Navigate to Setup > Field Service Settings > Work Type.
- Select the name of the work type and click the Edit button. Modify the required details and click Save. Click + New Line to add additional Skills or Parts and click Save. Use
to delete the skill or parts entries.
Deactivate Work Types
When a work type is deactivated, it will no longer be associated with any Services in the Services And Parts module with which it previously was. To deactivate work types:
- Navigate to Setup > Field Service Settings > Work Type.
- Select the name of the work type and click the Deactivate button.
- Click Proceed in the confirmation message.
Related Articles
Email project management
Zoho Projects now supports email based project management. Now, you can easily manage your projects with emails. It saves time and gets your work done in just a click. You can add notes for your tasks, associate documents with a task, post comments ...What is estimation type?
Estimation type is a standard point system that you define to estimate the effort of the work items in your project. It can either be in Fibonacci or Custom series. You can choose either one of the point system for your project. You can set up to 15 ...Project management
Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds. Learn more ...Territory Management
What is a 'Territory'? A territory is the demarcation of the recruitment force structure by which clients are grouped and shared with the recruiters of an organization. Territories can be based on various factors such as geography, industry, ...Consent Management
Zoho Recruit's consent management settings helps you get consent from your data subjects by providing a system where you can customize the consent form, include it in your email templates, set consent related preferences, and most importantly, get ...