Feature 01: Territory-Based Permissions   

1. Enforce access control by territory — unauthorized users simply cannot access out-of-scope records
   
2. Works across all key modules — Contacts, Work Orders, Dispatch Console, Assets, Crews, Timesheets, and more
   
3. Sensitive customer and operational data stays accessible only to users responsible for that territory
   
4. Access is revoked instantly when a user is removed from a territory — no manual clean-up needed
   

Feature 02: Field-Level Permissions  

1. Set each field to Read And Write, Read Only, or Don't Show — per profile, per module
   
2. Unauthorized users simply cannot view or edit fields outside their access level
   
3. Protect sensitive data like customer PII, pricing, and address fields from accidental or unauthorized changes
   
4. Applies to custom fields too — not just standard ones
   

Feature 03: Shift Management  

1. Build shifts that match your reality — custom hours, time zones, and day-by-day schedules for rotating or part-time staff
   
2. Shift-aware filtering automatically excludes off-duty technicians when assigning appointments
   
3. Shift windows are visible across Gantt, Grid, and Calendar views in the Dispatch Console
   
4. Conflict detection flags overlapping shift assignments instantly — keeping your roster clean and dispute-free
   

Feature 04: Scheduled Reports  

1. Schedule any Zoho FSM report on daily, weekly, or monthly intervals
   
2. Deliver reports directly to stakeholders via email
   
3. Eliminate manual reporting effort across teams
   
4. Great for operations reviews, SLA tracking, and executive briefings
   

Feature 05: Skill-Based Assignments  

1. Filter available service resources by specific skill sets while creating service appointments
   
2. In the Dispatch Console, combine skill filters with territory for precision scheduling
   
3. Reduce revisits and improve customer satisfaction scores
   
4. Supports multi-skill filtering for complex, specialized jobs
   

Feature 06: Customer Insights  

1. Tracks open Requests, Estimates, Work Orders, and Appointments — all in one place
   
2. Flags overdue Work Orders, Appointments, and Invoices so nothing slips through the cracks
   
3. Shows total revenue generated from paid Work Orders, giving managers a clear picture of customer value
   
4. Available at both Company and Contact level for the right context at every level of your customer hierarchy
   

Feature 07: Workforce Insights

1. Track trip activity per technician — count, total distance, average distance, and time spent travelling
   
2. Monitor timesheet data including the number of entries and total hours logged
   
3. Get a full attendance breakdown: check-in days, leave days, partial leaves, and partial leave durations
   
4. Spot patterns across your workforce to make fairer, smarter staffing and scheduling decisions
   

Expanded Field Limits

Pricing Details