Bridge the Gap Between your Service and Finance Teams

In field service, the most expensive distance isn’t the drive to a customer’s home—it’s the gap between a finished job and a paid invoice. Zoho FSM leverages the power of Zoho Invoice to handle and manage billing operations. It enables you to:

1. Instantly Generate Invoices: Conveniently and quickly create invoices directly from your work orders. This offers your contacts a secure, professional way to make payments.
   
2. Handle Taxes with Ease: Different region-specific tax systems supported by Zoho Invoice are automatically incorporated into Zoho FSM. No more manual tax calculations.
   
3. Stop the Double-Entry: Benefit from automatic bidirectional syncing of data. Whether it’s Companies, Contacts, or Services and Parts, a change in one app is reflected in the other.
   

While the built-in integration handles the "behind-the-scenes" data flow, the Zoho FSM Extension for Zoho Invoice brings that data right to your fingertips within the Zoho Invoice interface. Read on to find more details about this extension.

Eliminate Context Switching

Forget switching browser tabs between Zoho FSM and Zoho Invoice. With this extension, you can trigger field operations the moment a financial opportunity arises.

1. Quote-to-Action: If a customer says "yes" to a Quote, you don't have to go find Zoho FSM. You can create the service records from the Quote.
   
   
    
2. From Customer to Call Center Agent: Standing on a Customer record in Zoho Invoice? You can instantly spin up a Zoho FSM Request, Estimate, or Work Order.
   
   
   

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360-Degree View

The biggest benefit of this integration isn't just creating data—it's seeing it. Information silos are where profits go to die. This extension gives you "X-ray vision" into your field operations from Zoho Invoice.

1. Zoho FSM Customer Notes: Gain the necessary context through notes added to the Customer records by the service team.
   
   
   
   
2. Service Notes: Within a Quote, view the notes added to the Request, Estimate, and Work Order records associated with it.
   
   
   
   
3. Service History: Seeing Service Appointments and Assets associated with the Customer helps the billing team understand exactly what they are invoicing for without having to call the service team for details.
   
   
   

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Be Nimble with Quick Actions

Managing a field service business is about momentum. If a record gets stuck in "Pending," the job stalls. The extension has "Quick Actions" that allow you to drive the process forward from Zoho Invoice.

1. Frictionless Transitions: Need to move a record from one stage to the next? You can transition a record from one module to another (e.g., turning a Request into an Estimate) with a few clicks.
   
2. Instant Management: Update owner details through a streamlined interface designed for speed.

 

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Hit us with your questions or thoughts in the comments or write to us at support@zohofsm.com.

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