Appointment Status is the current lifecycle state of a Service Appointment in Zoho FSM. Standard statuses include Scheduled (confirmed and assigned to an agent), In Progress (agent has checked in at the job site), On Hold (work paused pending a part or approval), Completed (job finished and signed off), and Cancelled. Status transitions trigger notifications and update the Dispatch Console in real time.
Field agents update Appointment Status through the FSM mobile app. When they arrive at a job site, they check in, which moves the status to In Progress. When the job is done and the customer has signed, they mark it Completed. If they need to pause work, they can set it to On Hold with a reason. These real-time status updates give dispatchers and managers live visibility into field progress without needing to call each agent for updates.
SLA policies in Zoho FSM are enforced based on Appointment Status transitions. If an appointment has not moved to In Progress by the scheduled start time, FSM can trigger an SLA breach alert. If it has been In Progress for longer than the Work Type’s estimated duration without completion, an overrun alert fires. These status-based triggers allow managers to catch SLA risks early rather than discovering breaches after the fact.
Yes. When customer notifications are configured, status change emails are sent automatically as the appointment progresses. Customers can receive a notification when the agent departs for their location, when the agent arrives, and when the job is completed. A customer-facing tracking link can also provide a live status view similar to a delivery tracking experience.
An appointment can be cancelled by a dispatcher (if the customer cancels, rescheduling is needed, or the Work Order is voided), by the system (if the linked Work Order is cancelled), or by the field agent in exceptional circumstances. Cancellation reason codes can be configured to capture why appointments are cancelled, enabling analysis of cancellation patterns for process improvement.
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