Unveiling New Zoho FSM Features: Scheduled Maintenance, Time-Based Workflow, and Multi-Day Appointment
At Zoho FSM, the bounty of Thanksgiving continues. We are thrilled to announce the release of some of the most requested features: Scheduled Maintenance, Time-Based Workflow, and Multi-Day Appointment. These are the culmination of our constant efforts to improve our product so that we meet your needs and expectations. All these features will be available in our brand new Professional Edition.
Scheduled Maintenance
Scheduled Maintenance allows you to set up jobs that will be automatically created at specific dates and desired intervals. This feature is useful when you need to provide ongoing services or maintenance on a regular basis without having to manually create the jobs every time. Scheduled maintenance is ideal for field services in various industries, be it pool maintenance, janitorial services, or regular inspection and maintenance of HVAC systems.
Effortlessly Create a Scheduled Maintenance Plan
With an intuitive UI, you can easily create scheduled maintenance plans so that work orders and service appointments are auto-generated on desired dates as per the required frequency. Refer to the below video tutorial to learn how to create a scheduled maintenance plan.
View Comprehensive Details of the Scheduled Maintenance Plan
You will have visibility of the upcoming work orders and service appointments. This will help you make the required preparations for carrying out these tasks.
The Timeline of a scheduled maintenance plan will provide you with a clear breakdown of all the activities associated with its execution.
Under the Templates tab, you can see the details of the work order and service appointment templates used and edit them if required.
Flexibility to Suspend Scheduled Maintenance Activities at Anytime
At any time, you can suspend the activities related to the maintenance plans by marking it as inactive. Once a scheduled maintenance plan is marked as inactive, then all future records will be removed.
Proper Guidance For a Seamless Experience
To ensure smooth sailing with your scheduled maintenance plan, you will be provided with informative messages about Upcoming Schedules, Upgrade Alerts, and Scheduled Maintenance failure in the event of appointments being used up.
Time Based Workflows
Use Time-based Workflows to automate triggering desired actions based on a specified date or time. Such workflows are helpful in setting reminders, follow-up tasks, and ensuring compliance with service level agreements (SLAs). These will aid in improving customer satisfaction thereby encouraging repeat business. The following examples will help you understand how you can leverage time-based workflows for your field services business:
- Maintenance Follow-Up: Using a time-based workflow, you can automatically generate a work order in the future to facilitate maintenance services following the installation of an asset. This ensures that you stay organized and do not overlook any necessary follow-up activities.
- Service Appointment Reminder: A time-based workflow can be set up to send a reminder to a field agent a day before their service appointment scheduled date. This can help ensure that the technician is prepared and available for the appointment.
- Asset Warranty Tracking: A time-based workflow can be set up to reach out to the customer and discuss warranty extension options when the warranty is about to expire.
- Service Appointment Confirmation: To improve customer experience, a time-based workflow can be set up to send an appointment confirmation email or SMS to the customer a day before the scheduled service visit.
- Escalation Processes: With the help of time-based workflows, you can initiate escalation processes when certain criteria are met, such as an extended delay in resolving a request. This can help ensure that critical issues are addressed promptly and efficiently.
Refer to the help for details on how to create time-based workflows.
Multi-Day Appointments
You can create appointments that span over multiple days. This will help you schedule appointments for complex or time-consuming services like installation, repairs, inspections, upgrades, or any other service that requires an extended period of time to complete.
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
Dorset Water Softeners
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
Reports showing 24hr days instead of business hours
I am not sure what I am missing, I created a report to look at resolution times in business hours but it is displaying hours based on 24hr days. I have business hours set (7am-5pm) and all that functionality is working, the reports are displaying 2 daysCRM Custom function updating a module record shows the Super Admin user as the record modifier
Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more usefulHOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS
Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling priceGet Workflow Metadata via API
Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this.QR code image is not exported in PDFs
The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf fileZoho Form to Zoho Form Integration
I've created an application form that asks for references. I would like the submission of the application form to trigger a form to the reference using the email id and name entered in the first form. In the reference form that is triggered I need toZoho Forms - edit the settings of the Zoho CRM field to change the integration with CRM
I've created a Zoho CRM field in my form to pre-populate selected CRM details into the form, following the instructions here https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-forms/articles/zoho-forms-crm-integration#Step_2_-_Add_Zoho_CRM_Field_in_the_formZoho CRM Webinar – Automate everything across Customer Journeys in CommandCenter 2.0
How efficient is your current CRM automation setup? As customer journeys become more dynamic, it's common for data and actions to get scattered across teams and modules. This leads to broken processes and inconsistent customer experiences—especially acrossSkip Pages - Zoho form
Hi Team, I need help with skipping pages based on the below logic in Zoho form: If field number of borrowers is 1 and field number of dependants is 0 then do not show page borrower 2 and 3 If field number of borrowers is 2 and field number of dependantsHow to print blank form and also how to use form offline
I have created a form in PC and want to use the form in the field to gather information. Can I use the form offline in PC - in case I have no internet access? As a fail safe, I'd like to print the blank form ut just in case the PC form doesnt work forUsing Marketing Automation Journey to associate lead record with a campaign?
Hello, I am trying to push people from a Marketing Automation Journey to a CRM campaign so I can track lead journeys and lead conversions however I am hitting a roadblock. When a lead hits particular scores or does specific actions in marketing automationCustomer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, theySwitching Between Multiple Zoho One Organizations in New UI
Here’s a polished version in English that you can use on Zoho’s support or community forum: Subject: Switching Between Multiple Zoho One Organizations in New UI Hello Zoho Community / Support Team, I’m currently managing two independent Zoho One organizations.Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.
I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/Package Geometry
how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?Drag-and-Drop Customization Interface for Help Center in Zoho Desk
Hi Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the customization of the Help Center in Zoho Desk. 🔧 Current Limitation: At present, Help Center customization options are quite limited through the Zoho DeskParent-Child Tickets using API or Deluge
Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking thehide resolution from help centre
to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not publicStop selling out of stock Items.
Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books.Im trying to white list domain dynamically in zoho desk extension
Im trying to white list domain dynamically in zoho desk extension. But it show error Error: {errMsg: 'No entry found in plugin-manifest whiteListedDomains for requested URL'} syntax "config": [ { "displayName":"Shopify Admin API access token ", "name":CRM->INVENTORY, sync products as composite items
We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,Importing New Items to be Added to Existing Item Group
How to use the import sheet to import new items to be added to an existing item group. The import gives me an error that the item group name already exists and won't proceed. If it's possible, how should my import spreadsheet should look like?Sortie de Zoho TABLE ??
Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??Create PDFs with Text so that we can copy from a generated PDF
Currently, any information that a user enters into a field cannot be highlighted and copied from the PDF that Zoho Sign renders. For example, if someone were to provide a phone number in a Zoho Sign text field, you would not be able to copy the phoneMulti-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?Sync failed: Invalid Date value
Hi, I have a local .sqlite database. After importing one table through the Databridge, and produced my dashboards, I cannot sync. I get an error regarding the date column: [Line: 2 Field: 4] (2018-07-12) -ERROR: Invalid Date value The data found at theCondolences and Prayers Following the Ahmedabad Plane Crash
Dear Zoho Team, We were heartbroken to learn about the tragic plane crash that occurred today in Ahmedabad, as reported in the news. On behalf of our entire team, we want to extend our deepest condolences to everyone at Zoho and across India who may haveZoho Payroll US?
Good morning, just reaching out today to see if there's any timeline, or if there's progress being made to bring Zoho Payroll out to be available to all states within the USA. Currently we're going through testing with zoho, and are having issues whenZoho Developer Community Monthly Digest – May 2025
Hello everyone, Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore ourPosibility to add Emoticons on the Email Subject of Templates
Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also showTimesheet in project not visible to invited users.
We are using Zoho Projects and have enabled the client portal so our clients can access both Projects and Timesheets. However, while the client can see the project, no timesheet entries are visible. How can we resolve this issue?Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'sCRM: related table using module queries, are links possible?
Hello. I was exploring the possibility of using a module query to get a filtered related list. For example, I'm using a Canvas custom details page and if an account has an open deal I'd like it to appear at the very beginning of the account page, withnot able to access Zoho from home WIFI
for some reasone i am not able to access Zoho on my laptop or my iphone while i am connected to my home Wifi, i am able to access these sites both on laptop as well as Iphone and associated apps on any other Wifi as well as when I am on my 4G connectionZoho Creator Migration
After migrating our account from the Indian data center to the US data center, we are unable to log in to Zoho Creator using our existing credentials. We attempted to sign in at https://home.zoho.com and directly at https://creator.zoho.com using theScheduled outbound calls
How do you mark a scheduled outbound call as complete? I see no way to change the status.How to see exact clicked links in CRM from Zoho Campaigns ?
Hi, I'm wondering how I can see the clicked links from an email sent from Campaigns when I'm in a campaign in the CRM module. I can see the number of clicks but I need the sales team to be able to see which link has been clicked by a prospect or contact.Blueprint - Mandatory file upload field
Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can weEmail parser rule will only parse emails with an exact match? What madness is this?
I finally got myhead around deluge and scripting, but wondered why my parser wasn't working. (https://help.zoho.com/portal/en/community/topic/extract-11-digit-number-in-any-position-from-enail-subject) Problem: There are *zero* characters or phrases thatHow to add a fee based on payment method
I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to createNext Page