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

    • [ZohoDesk] Improve Status View with a new editeble kanban view

      A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

    • Adding Markdown text using Zoho Desk API into the Knowledge Base

      Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

    • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

      A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

    • Shared values: From classroom lessons to teaching moments in customer service

      While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.

    • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

      How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter

    • Zoho Desk blank page

      1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS

    • I hate the new user UI with the bar on the left

      How can I reverse this?

    • Question regarding import of previous deals...

      Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's

    • Client Script also planned for Zoho Desk?

      Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field

    • One person/cell phone to manage multiple accounts

      Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and

    • Tracking KPIs, Goals etc in People

      How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their

    • Zoho Desk: Ticket Owner Agents vs Teams

      Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and

    • Can not Use Attachment Button on Android Widget

      this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.

    • Announcing new features in Trident for Mac (1.24.0)

      Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition

    • Need Easy Way to Update Item Prices in Bulk

      Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

    • Vendor Master Enhancements for Faster Purchase Entry

      I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically

    • Mass Mail Statistics - Number of unsent emails

      How do I find out which emails were not sent?

    • Est-il possible d'annuler l'envoi d'un mail automatique ?

      Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.

    • embed a form in an email

      Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates

    • Zoho Bookings - Reserve with Google

      Does Zoho Bookings plan to to integrate with Reserve with Google?

    • How to add Zoho demo site page designs to my Zoho Sites website

      Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu

    • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,

    • Global Sets for Multi-Select pick lists

      When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

    • Text snippet

      There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that

    • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

      Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We

    • Add Analytics function for Title case (capitalising each word in a string)

      At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.

    • How to conditionally embed an own internal widget with parameters in an html snippet?

      Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following

    • Where can I find rejected inbound mails and their reason for rejection

      Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is

    • Sync more than one Workdrive

      Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards

    • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

      I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

    • Base Currency Adjustment Reversal

      Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'

    • Please implement UAE Central Bank FX rates

      Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways

    • Search Records returning different values than actually present

      Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"

    • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

      Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

    • Super Admin Access to All Courses and Spaces in Zoho Learn

      Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.

    • Print checks for owner's draw

      Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?

    • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

      [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

    • Revenue Management: #10 Common Mistakes while Recognizing Revenue

      We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing

    • Windows Desktop App - request to add minimization/startup options

      Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

    • integarting attachments from crm to creator

      when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);

    • Next Page