Adding a work order for Assets vs. changing the contact person
When adding a work order for an existing Assets (e.g. service), the assigned contact cannot be changed (deleting the contact deletes the selected Assets). This results in such an illogical operation that if you want to change the person to be contacted,Admin and Dispatcher Users show as Field Technicians in Dispatch Module?
Hi Zoho, Our Admin and Dispatch user both show up as Fied Technicians / Field Agents in the Dispatch module, but they most certainly should not be assigned to any of the work orders and service appointments. These users are NOT service resources. HowAdmin and Dispatcher Users show as Field Technicians in Dispatch Module?
Hi Zoho, Our Admin and Dispatch user both show up as Fied Technicians / Field Agents in the Dispatch module, but they most certainly should not be assigned to any of the work orders and service appointments. These users are NOT service resources. HowEnsure Consistent Service Delivery with Comprehensive Job Sheets
We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While onJOB Sheet can not send PDF as service rapports and more info needed other topic
Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werkWork Order Creation Issue
Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached imageZOHO FSM Trial - Assets
Hi I am currently using Zoho CRM and looking at adding FSM. I am trialing FSM at the moment, to potentially move away from my current programme (SimPro) but have a query on the Asset system within FSM It looks like you can only create 1 asset "type";Use Zoho Flow to Supercharge your Zoho FSM Integrations
We are thrilled to announce that Zoho FSM is now included in Zoho Flow - Zoho’s powerful no-code integration platform. With this, you can connect Zoho FSM with your most-used applications—without requiring technical expertise. What does this offer? ZohoIssue with Missing Scope for Creating Service Report via Zoho FSM API
Hello @Latha Velu , I am currently working on creating a connection to create a Service Report in Zoho FSM using the API. However, while configuring the required scopes, I noticed that the scope ZohoFSM.modules.ServiceReports.CREATE whichSmart Scheduling via Agent Confirmation
We’re excited to introduce a smarter and more streamlined way to manage dispatched service appointments in Zoho FSM! Feature Highlights Field agents can now approve or reject service appointments assigned to them—helping reduce unnecessary workload andZoho fsm scheduled maintenance dispatch
Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,Custom service report or Zoho forms integration
Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a differentLimited to one Image Attachment in Service Reports
The ability to attach multiple before and after pictures of work performed is a vital feature for many field service companies. Current attachment limit is 10MB. When adding an image to the appointment notes field, it is producing an image with an averageMulti-language Support Expanded!
We are delighted to share some exciting news following our previous announcement about multi-language support! Our multi-language capabilities have been significantly enhanced to better serve our growing and diverse user base. Below is the complete listUnable to add estimate field to estimate template
I have the field "SKU" as part of my service data. I can also see it as a column when displaying the list of services. However, I have no way to include it on my estimate template because the field is not showing as a column field to include for the service/partTwo-Way Sync Zoho CRM Custom Module with Zoho FSM Company Addresses
Business fact: Many companies don't just have one location. They have multiple locations (some have many), with addresses we need to know for service, deliveries, etc. We have created a custom "Sites" module in Zoho CRM to store an Account/Company's addressesZoho FSM API to search Zoho FSM Assets by Asset_Number?
How can I search or otherwise retrieve an Asset from the Assets module in Zoho FSM using the Asset_Number? The API docs seem to say that the only field that can be searched is the Asset Name. Is this true? https://www.zoho.com/fsm/developer/help/api/search-records.htmlProposal for Creating a Unique "Address" Entity in Zoho FSM
The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it providesHow to get custom estimate field to display on existing or new services?
I am using FSM. I recently added a new custom field to Service Details to help categorize my services. I can see the newly added field as a column on the service list view. However, when attempting to update an existing or create a new service, I don'tIntroducing the Germany Tax Edition !
Whether you're operating within Germany, trading outside the country, or dealing with customers within or outside the EU, our new Germany Tax Edition makes navigating the complexities of VAT management a cakewalk. Our Germany tax edition allows you toIncluding attachments with estimates
How can attachments be included when an estimate is sent/emailed and when downloaded as a .pdf? Generally speaking, attachments should be included as part of an estimate package. Ultimately, this is also true for work orders and invoices.FSM Job Sheets data to CRM
Hello, is there anyway of getting the data collected in the job sheets into the CRM. We are collecting inspection data which we were using zoho forms for but the job sheets in fsm seem like a lot better way to collect it but we need to be able to getOutage?
Is there an outage? Everytime I try to access Zoho FSM (web, as admin) I get a blank screen.Associating Multiple Work Orders with a Single Invoice in Zoho FSM
Hello Everyone, Is it possible to associate multiple Work Orders with a single Invoice in Zoho FSM? Best Regards, Subhash KumarZoho CRM and Books Integration
Evening, I have started the integration with FSM from CRM and having difficulties with the mapping. In CRM we use "Unit Price" as our cost price and mark this up on a subform to create a "Sell Price" this markup can be different on each quote dependingCan I view a gallery of attachments related to an Account, Contact, or Subscription
It is often useful to review photos related to an account or contact by service type. It would be nice to be able to see the photos collected through workorders or appointments all associated.Contracts Management
Hello, We are implementing Zoho FSM for our field service operations and, one of the features we are lacking is Service Contract Management. I was told that such feature might be in the pipeline but an estimated launch date for this is not available atAutomate Note Creation for Service Appointments
Hi Latha, I hope you're doing great. Thank you for your continued support in helping resolve previous issues — it's truly appreciated. I'm currently working on automating another workflow using Deluge in the Service_Appointment module. Specifically, IAuto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)
Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.South Africa Tax Edition is now Available!
Managing taxes just got easier for field service businesses in South Africa! With Zoho FSM's new South Africa tax edition, field service businesses operating in South Africa can now effortlessly stay compliant with local tax regulations. Easily manageAnnouncing Multi-language Support in Zoho FSM
Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -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 planningUpdate Date field using a custom function
Hello, In Zoho FSM, Equipments module, I created the following custome fields for tracking the calibration of the eqipments: "Calibration Required"; type: Checkbox; API Name: "Calibration_Required__C" "Calibration Interval (Days)"; type: Number; API Name:Global "Search" in FSM
I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,Avalara Integration To Simplify Tax Calculations
We are delighted to inform you that Zoho FSM now allows integration with Zoho Books accounts that have Avalara integration enabled in them. Designed for businesses operating across different regions and jurisdictions, Avalara ensures tax accuracy by factoringFSM API ERROR Code "OAUTH_SCOPE_MISMATCH"
I am trying to create a contact via the ZOHO FSM API https://fsm.zoho.com/fsm/v1/Contacts I have followed the instructions of the API documentation to Authenticate and Create a contact but I cant figure out what I am doing wrong. Bellow are the stepsZoho ONE Inventory and Zoho FSM
Zoho ONE Inventory sees a warehouse just as a warehouse. You have to be a ZOHO ONE usher for example to use a warehouse like counting stock while you have to buy a warehouse as an Add one separately from ZOHO ONE Inventory to use it for ZOHO FSM In ZOHOZoho FSM E-mail Templates for WO/Estimates
Either I am missing this, or it is just not integrated. I think I have exhausted looking everywhere. Why can we not change the e-mail template for Work Orders, Estimates, Invoices etcetera, in FSM as can be done with Books and CRM? The comments I haveUse Zapier to Seamlessly Create Zoho FSM Integrations
We are elated to announce that Zoho FSM is now included in Zapier. Zapier acts as a bridge between Zoho FSM and thousands of other apps, enabling seamless integration and workflow automation without coding. What does this offer? Be it for automating repetitiveFSM Function not executing
Good Afternoon, all I am working on a workflow function in FSM and yesterday it was working fine. Now today when I select "Save & Execute" it does nothing. I even tested it with just a info statement and it is not executing. Any help would be greatlyNext Page
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Announcements
Ensure Consistent Service Delivery with Comprehensive Job Sheets
We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While onUse Zoho Flow to Supercharge your Zoho FSM Integrations
We are thrilled to announce that Zoho FSM is now included in Zoho Flow - Zoho’s powerful no-code integration platform. With this, you can connect Zoho FSM with your most-used applications—without requiring technical expertise. What does this offer? ZohoSmart Scheduling via Agent Confirmation
We’re excited to introduce a smarter and more streamlined way to manage dispatched service appointments in Zoho FSM! Feature Highlights Field agents can now approve or reject service appointments assigned to them—helping reduce unnecessary workload andMulti-language Support Expanded!
We are delighted to share some exciting news following our previous announcement about multi-language support! Our multi-language capabilities have been significantly enhanced to better serve our growing and diverse user base. Below is the complete listIntroducing the Germany Tax Edition !
Whether you're operating within Germany, trading outside the country, or dealing with customers within or outside the EU, our new Germany Tax Edition makes navigating the complexities of VAT management a cakewalk. Our Germany tax edition allows you to
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Issue with Missing Scope for Creating Service Report via Zoho FSM API
Hello @Latha Velu , I am currently working on creating a connection to create a Service Report in Zoho FSM using the API. However, while configuring the required scopes, I noticed that the scope ZohoFSM.modules.ServiceReports.CREATE whichZoho fsm scheduled maintenance dispatch
Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,Admin and Dispatcher Users show as Field Technicians in Dispatch Module?
Hi Zoho, Our Admin and Dispatch user both show up as Fied Technicians / Field Agents in the Dispatch module, but they most certainly should not be assigned to any of the work orders and service appointments. These users are NOT service resources. HowAdmin and Dispatcher Users show as Field Technicians in Dispatch Module?
Hi Zoho, Our Admin and Dispatch user both show up as Fied Technicians / Field Agents in the Dispatch module, but they most certainly should not be assigned to any of the work orders and service appointments. These users are NOT service resources. How
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