Equipment Scheduling for Efficient Field Service Operations
Zoho FSM helps you nail the critical aspect of field service management, i.e., scheduling the right technicians to the service appointments. Ensuring that technicians have access to the right tools and machinery for their job is also of paramount importance. An Equipment is a tool or vehicle that is owned by a field services organization and is utilized to perform various field services. Proper equipment management allows for better planning and allocation of these equipments. Technicians' access to the right and safe equipment is also vital for compliance with industry regulations and safety standards.
To achieve this, we are introducing a new module, Equipments, to manage the scheduling of tools and vehicles used in service delivery. Read on to find out how.
Scheduling Equipment To Appointments
You can assign equipment to appointments. This ensures that technicians have the necessary tools and machinery for each service call. This also ensures that the equipment assigned to an appointment will be designated as "unavailable" for the scheduling of other jobs that need that same vehicle or equipment.
From the Dispatch Console, simply click on the row corresponding to the equipment you want to assign to an appointment, and you can easily schedule it along with any field technicians and crews.
You can assign equipments to appointments from the mobile app too.
Managing Equipments
You can add the tools, machinery, or vehicles with all the necessary details, such as type, model number, warranty details, etc.
Create Crews With Equipments
Similar to how you add users to be part of a crew, you can also add equipments to be part of crews.
Visibility Into Equipment Details
Within each equipment record, comprehensive details about it are covered under the following tabs:
- Timeline: Provides you with a chronological view of the changes done to the record.
- Calendar View: The appointments assigned to the user can be viewed in the calendar with Monthly, Weekly, Daily, or List views. Hover over an entry to view the details. Further details of the appointment can be viewed by clicking on the entry.
- Time Off: Add details of when the equipment is unavailable.
- Notes: Allows users to add comments or observations related to the equipment. This can be useful for documenting issues or any other relevant information.
Before we conclude, it would be prudent to understand the difference between a part, an asset, and an equipment, terms you might get mixed up about.
Part: It is an individual component or part used to perform repair or maintenance services. The customer will be charged for the parts used in a service. E.g., a thermostat for AC repair services, emulsion paint for painting services. A part can also be something that you sell. E.g., Air Conditioner
In Zoho FSM, you add the necessary parts as line items while creating a work order or estimate.
Asset: Refers to a part instance that has been sold to customers and is now owned by them. E.g. Consider a company selling or renting out appliances like Air Dryers, Air Coolers, Filter Systems, etc and providing repairs and maintenance after that. They will add each of their sold product as an asset in Zoho FSM.
For an asset, you can create Requests, Estimates, Work Orders, and Scheduled Maintenances in Zoho FSM.
Equipment: An Equipment is a tool or vehicle that is owned by a field services organization and is utilized to perform various field services. E.g., power tools, diagnostic and testing equipment, vehicles, etc. Vacuum pump, Leak detector, etc are some of the equipments used for AC repair.
In Zoho FSM, you can add equipments to crews and territories and assign them to service appointments just as you will a field agent. Read on to find out the details.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Latha Velu
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Make CAMPAIGNS email look as simple as possible
Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)Has anyone integrated SMS well for Zoho Desk?
Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thingIntroducing Zoho Creator's 2025 Release Projection 2
Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilitiesZoho Sign Reminder email template
Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a templateObject required error
Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(wsColor of Text Box Changes
Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," andPreview an upload PDF or File
I have a form where the customer has to upload a file (normally PDF - never jpeg) When in report view I want to be able to preview the uploaded file without having to download it. If I click on the upload it downloads to my computer, I want to be ableHow to filter emails by Reply-to field?
I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-toHow to sync from Zoho Projects into an existing Sprint in Zoho Sprints?
Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make thatHow to invite friends on other social media platforms to one of my group chats in arattai?
Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups toThe Social Wall: June 2025
Hello everyone, We’re back with June Zoho Social highlights. This month brought some exciting feature updates—especially within the Social Toolkit—to enhance your social media presence. We engaged with several MSME companies through community meet-upsLine spacing
I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonarGoogle Fonts Integration in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google FontsControl Position of “X” (Close) Button in Popup Editor
Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popupAdd Standalone “Save” Button in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to saveText Direction Control in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)Autosave in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. InBilling frequency is not displayed correctly.
Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible toCreating Secret via Vault API
Hi I am trying to create a secret through vault api. This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? { "operation": { "result": { "error_code": "", "message": "Sorry, we are unable to process your request.",Zoho CRM custom fields not showing in zoho creator
Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of ProductsIs It Possible to Hide Menu Option from Main Navigation?
Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuserUnleash the power of detail, with Table View.
What use is context that's not available where you need it? With this in mind, we bring you the Table View. This feature will add more power to the way you organize and work through your ticket load. Table View comes in handy when you want more control over the ticket information you see. This is a nifty tool for users who find themselves limited in terms of the level of information that is being offered in the Classic View and Compact View. With an upper limit of 15 columns, agents can glean mostKaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the differentDynamic Signature - Record owner
Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory
Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }Multiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.Issue with “CC” and “Subject Details” of the initial mail when reply / replied all / forward using Zoho Mail Client (Desktop / Web Mail / Mobile App)
It is observed that when I reply / reply all / forward a mail using Zoho Mail Client (Desktop / Web Mail / Mobile App), the “CC” and “Subject Details” are omitted from the mail which was replied/forwarded. However this is not the case with outlook mailPreserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We useSupport Bots and Automations in External Channels
Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channelsHow to Add Time Formula Duration (hh:mm)
Hi everyone — I’m trying to create a formula field in Zoho CRM that calculates the difference between a “Call Start Time” and “Call End Time” and displays the duration in HH:MM format (for example: 1:04 for one hour and four minutes). My current setupWorkdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. EmmaNeed more details on API Usage Dashboard
Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept thereEdit item custom fields
Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !Rendering PDF to view on page
My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded. (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)Unable to send Emails - 452 4.3.1 Temporary System Error
Whene ever i request smtp server to send the email (without attachment). i recieve error "452 4.3.1 Temporary System Error"Dynamically Fetching Lookup Field Display Value
I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of theI can't receive email
I cannot receive any email sent to my Zoho email after the free upgrade plan trial is finished.Workflow workdrive rollout
Hi! When will workflow be rolled out to all users? Thanks.Workdrive and ChatGPT Team Synced Connectors
Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team editionIs it possible to pull the Zoho desk data into Zoho analytics in real time
Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?Next Page