Introducing Zoho FSM, the end-to-field service management platform!

Introducing Zoho FSM, the end-to-field service management platform!

We are excited to introduce Zoho FSM, a powerful, one-stop field service management platform!


 
Zoho FSM caters to service businesses, especially those with extensive and diverse field teams. These include service providers in industries like home services, HVAC, construction, utilities, healthcare, telecommunication, and security. 
Their biggest challenge is handling operations efficiently from a central location while also ensuring a great service experience. It takes diligent planning, constant supervision, and efficient operations.
 
Zoho FSM automates the entire spectrum of field operations and ensures complete visibility for all service stakeholders, including field technicians, customer representatives, and sales teams. 
 
What makes Zoho FSM unique? 
 
Zoho FSM is a comprehensive field service management platform, designed to seamlessly manage the entire field service operations including customer management, work order management, workforce management, and invoicing and payments.
It can integrate with other Zoho services spanning sales, customer service, marketing, finance, and HR. This enables businesses to gain valuable insights and information from multiple functional units.

What problems do field service providers face?
 
- No single platform for all field service needs
- Lack of visibility over work at the site 
- Reduced productivity due to improper workforce management
- Rigid, inflexible solutions limit growth.
- Ineffective customer interaction resulting in a lack of customer retention.

How does Zoho FSM elevate field service management?
 
 
Zoho FSM gives you everything needed to manage field operations effectively in a single platform. It lets you process service requests and manage work orders. It allows you to track field agents, view schedules and select the right resource to dispatch. It also lets business owners track KPIs with reports.
Beyond this, Zoho FSM caters to workforce management, customer management, asset management, and inventory tracking. Having all the data and functionality on a single software minimizes errors and slip-ups that may cost a great deal to fix.


Handling billing and payments often require special software and expertise, resulting in slowing down revenue collection. Zoho FSM leverages the power of the Zoho Finance Suite for all invoicing and payment functionalities. This lets you turn work orders into branded invoices with a single click. It also simplifies taxes and lets you collect online payments through payment gateways.


 
The absence of a centralized communication platform can impede effective dialogue between call center agents, managers, field technicians, and customers. Effective communication with agents on the move is essential for visibility over the work. To achieve this, Zoho FSM comes with a mobile app for field agents. It lets them access all customer and job-related information and complete tasks on the go. The Zoho FSM mobile app enables live location tracking for improved scheduling. Field agents can upload notes and photos from the job site, fill out service reports, collect payments, and get the customer's feedback on the app.
 
 
With Zoho FSM, it is possible to manage large teams effortlessly by enhancing the coordination and efficiency of the workforce. The multi-user environment lets you assign different profiles based on your needs. Zoho FSM gives business owners an overview of the technicians' daily tasks, trips, and time-offs. Field agents can be sorted based on their skills and territory and grouped to form Crews for improved planning and productivity.
 
 
Zoho FSM has been made with the understanding that every field service business is unique. The customization components, like custom fields and profiles, let you personalize your experience and build additional functionality. You can also automate repetitive tasks with workflows, custom functions, and webhooks to save time and effort.
 
Integrations to extend Zoho FSM 
 
Zoho FSM integrates with other Zoho and third-party applications to ensure your business runs like a well-oiled machine. 
Zoho FSM is integrated with Zoho Books/Invoice to handle billing and payments. This lets you create branded invoices in a click and collect online payments through a host of payment gateways. You can also define country-specific taxes and support multiple currencies. 
The Zoho Inventory integration lets you access features like serial number tracking and multiple warehouse management to make stock keeping easier.  
The Zoho FSM extension for Zoho CRM lets you merge sales and service. You can sync records bidirectionally between the applications and view FSM records contextually in your CRM.
Beyond this, you can integrate with other third-party apps using REST APIs provided by Zoho FSM.
 
Deliver a memorable service experience every time.
 
Delivering a great customer experience is impossible without improving organizational processes. With efficient scheduling and timely updates, customers are always kept in the loop and never kept waiting. The provision to store and access customer details and job history helps in providing the ideal solution each time. At the site, the technician, skilled and equipped with the right parts, completes the job to the customers' satisfaction.
 
 Zoho FSM cuts down operational complexities and helps businesses refocus their energy on growth. A strong system can reduce operational costs while boosting revenue, creating a more profitable business model.
 
Zoho FSM has a flexible, appointment-based pricing plan that lets you choose based on the number of appointments you will be creating each month. You can add any number of users to your Zoho FSM without an increase in prices.
 
Try Zoho FSM today. Visit www.fsm.zoho.com and get started with the 15-day free trial.
You can also write to us at support@zohofsm.com with your queries and requests. 
 
For more information on Zoho FSM,  you could check out the following 
- Zoho FSM for Android and iOS
- FAQ 
 

    • Recent Topics

    • decisions based on content of a ticket

      Hi, I need to create a flow that sends automated email based on the content of a ticket in zoho desk. I have certain tickets that are formatted in a particular way, and contain certain keywords. How can I filter (based on decisions) the tickets based

    • Newline Character "\n" parsing problem in webhooks

      Hi there, I am facing an issue in Zoho Flow (maybe a general issue or maybe only in Zoho Flow): I have this function: void sendListWebhook(string url, list array) { for each arrayElement in array { result = invokeurl [ url :url type :POST parameters:arrayElement.toString()

    • One Company, multi branches, multi warehouses and I need to manage this in one organization

      Dears,  I'm a new user to zoho solutions,  however I found a lot of persons giving a nice feedback about it also a lot of good reviews. I though why we try to move to it in our company. I'm not sure if Zoho could give me all what I need or not that's why I'm going to post in this topic most of the things I know about managing our business to let you ,as zoho experts, tell me if Zoho will meet my business requirements or not. First of all we are a flowers and landscaping company we have like 6 to

    • Migration Evernote

      Bonjour Apres plus d'une dizaine d'année passer avec evernote j'ai décidé de franchir le pas . J'ai débuté par migrer mes notes vers zoho et depuis la migration est bloquée. Impossible d'avoir un retour du support malgré plusieurs mails et tentative d'appel

    • Pushing GCLID info from Gravity Forms to ZohoCRM

      We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the

    • On Zoho Flow, Record deleted trigger from Zoho Creator

      On creating flow in Zoho Flow, when we select app Zoho created, it provides 3 trigger options - Record created, Record updated and Record created or updated We need trigger on "Record Delete" as well, We have a use case to fire our system api if record

    • Zoho Flow Switch On Not Working

      I have created a flow which is when the mailbox address received the email that meet the condition will auto fetch the contact, account and finally create the ticket by using Zoho Desk. When I do a test and debug on my flow it work well as what I expect

    • MS Teams Flow Integration Question

      Where can I find the chat ID for the "Post message to chat" target?

    • Zoho Flow - Access denied to recover recording from call module - OpenAI

      Hi, I am trying to build a Flow to recover recoding when a new call is saved in my CRM. I have integrated my CRM with ringcentral and the recordings are saved in the event. Trigger: When new module entry Step 2: Fetch module entry (Zoho CRM says "permission

    • Unable to send price in big commerce from zoho flow.

      I am creating a flow from zoho flow to create a product in zoho inventory and sending this to big commerce. But the problem is like when ever i send the price its getting error. it require decimal format value if i am sending ${trigger.sales_rate} the

    • Not sending mail to new lead in zoho flow

      I have created a flow in zoho flow and triggered an action to send email notification when the new lead is created but even after user entering the mail id the email is not going to them

    • Access query string from incoming webhook URL in Zoho Flow

      I have a fairly straightforward use case, but cannot find anything conclusive on this subject. How can I simply access the query string of the incoming webhook request in Zoho Flow? I am attaching the Deal ID to the end of the request like: https://flow.zoho.com/762439902/flow/webhook/incoming?zapikey=1001.0dec2d7dd15080c464a13925275f0129.448c23ee219c545c89f5a178456cfc8b&isdebug=false&dealID=${Deals.Deal

    • Unable to access my Zoho forms account

      For some days now, I haven't had access to my Zoho Forms account. I keep getting an error that says, "You are an inactive user in your organization" via the mobile app and "You don't have permission to access this organization" via the web. I was removed

    • Identify Unused Deluge Functions in Zoho CRM

      Hello Zoho Support Team, I would like to request a feature that helps administrators identify unused or rarely used Deluge functions in Zoho CRM. Currently, Deluge functions are distributed across different areas, and there is no centralized overview

    • User Automation: User based workflow rules & webhooks

      User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho

    • Update on V2 API End-of-Life Timeline

      Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy

    • Run a workflow after record merge

      Hello, We are wondering if there is a way to trigger a workflow after two records are merged? We have a sms service that use to text back and forth with Prospects and Contacts. To make it easy for our users, we automatically create them in this other

    • Live webinar | The Evolution of Zoho Show: 2025 Feature Recap

      2025 has been a year of exciting updates and features for Zoho Show. From advanced design and formatting tools to smarter presentation delivery, enhanced collaboration, and AI-powered features—along with the launch of our desktop apps, Show has continued

    • Batch Tracking custom function

      Hi fellow zoho users, We have our ecommerce site setup to shopify. I have some products I want to add batch tracking too, my only issue is that it breaks our shopify workflow (create sales order, invoice, payment, package) because it requires us to manually

    • Include Suggested Articles in New Ticket Email

      When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended

    • Item Bulk Edit - Allow for Reorder Level

      We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It

    • Sharing my portal URL with clients outside the project

      Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.

    • Zoho Flow + QuickBooks Estimates – Line items not created from CRM subform

      Hi everyone, I’m trying to create QuickBooks Estimates from Zoho CRM Quotes using Zoho Flow. I’m aware that Zoho Flow’s native “Create Estimate” action does not support multiple line items, so I followed the community guidance for Invoices using a custom

    • SAP S/4 HANA Integration via ZOHO Flow

      Hi How do I change the SAP Client ID while creating a new connection ? MY client ID is 421. I believe the client id should be an input field for length 3 numbers rather then a drop down to select from a fixed set of values. Thanks

    • VLOOKUP FUNCTION PROBLEM

         Hello, i have a problem with the VLOOKUP  function in my sheet http://public.sheet.zoho.com/public/tonimoreno/indicemasacorporal2 in cell D2. This function doesn't work correctly and always returns the last content of the range. Can you help me?

    • Zoho Flow Completely Broken?

      Since December 13th, 100% of our flows have stopped working completely. Nothing is working or triggering??? I called support & sat on the line with them for 2 HOURS until they finally concluded it was a back-end problem on their end?? Now i'm calling

    • Print / Export full Dashboard page

      Hello Zoho team, It is currently only possible to print/export one component of a dashboard at a time. Requesting the option to print/export a full dashboard page with all components to a pdf or picture. Doing through the browser doesn't give good results.

    • emails duplicated in my outlook client

      Hello I am just new here and I have a litle problem that I do not find how to solve. I sumarise here after. Your help would be very appreciated. I have just recently contracted this zoho mail servicesservices as an initial evaluation yesterday night. I then:   - opened a free account  - created 1 initial email address ..........@domain.com  - created a second email address ..........@domain.com - proceeded with the config instructions (checking the ownership of my domain, changing MX etc... ) as

    • How to check task starting time in zoho mobile app?

      I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check a

    • Creating an extension in Sigma: Zoho CRM isn't selectable as a service

      I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I need

    • List of packaged components and if they are upgradable

      Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

    • How to track a list of ALL the items that ONE customer bought?

      Hello, I am interested in getting a list of all the items that only ONE of my customers bought, and the invoices are what show up instead. It's very tedious to go through every single invoice when we sell a lot of items to this customer. Surely there

    • RouteIQ for Zoho FSM

      Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

    • Export Tickets from the Help Center

      Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration

    • Is it possible to remove filtering options?

      My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any

    • Function #18: Associate invoice templates automatically based on customer language

      For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in

    • Changing field types

      Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks

    • Quote PDF – Header image stopped rendering suddenly

      Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still

    • Changing Default PDF Name

      Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

    • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

      Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables

    • Next Page