Address limits per customer by edition
I’m on the Standard edition and have reached a limit of 30 addresses under a single customer. Before I move to an annual Professional subscription, I need to confirm the following: What is the maximum number of addresses allowed under one contact, and
Dashboard Table of “My New Work Orders” Changes View
Hi FSM Team, We noticed an inconsistency with the Dashboard Table of “My New Work Orders.” Initially, the table is configured to use the “My New Work Orders” view. When we go to the Home page, the table displays a different set of records. When we return
Ability to filter services and parts based on a field in the Work Order
Hell FSM team, We have a customer with 2 value streams using Zoho FSM. Each value stream uses different products, at different price point. Currently, all of the products are accessible when creating a work order and modifying a service appointment, which
Billing Status and WO Status Field Colors -
Hello Team, I noticed that the colors of the Billing Status and WO Status fields in the WO module have been changed. (Org ID:170000078905) This is not urgent to correct, but I wanted to bring it to your attention so you can check whether this is a system
Inquiry – Daily Attendance Check-In/Check-Out Monitoring
Dear FSM Support Team, We would like to ask for your guidance regarding the daily monitoring of technician attendance in Zoho FSM. Currently, in the Reports module, we can generate the Field Technician – Check in/out report, which shows the technicians
Shift Management to Scale Your Service Hours
For service teams operating in shifts, structured shift management is the difference between a synchronized team and a chaotic scramble. Ensure you have the right number of boots on the ground and your dispatchers always know exactly who is "on the clock."
Job Sheet Inspection Table – Option to Set Labels as Read-Only
Hi FSM Team, Is it possible to provide an option to set specific Inspection Table labels as read-only? We need to define predefined equipment/component names (e.g., Filling Line & Point, Gas Compressor Skid, Gas Tank, GCP, etc.) and ensure that these
MEXICO INVOICE ERROR , FROM FSM, INTEGRTED WIHT BOOKS
An error occurs while generating a Mexican invoice. The details point to a potential issue with the Mexican localization setup; however, the client’s configuration is fully verified and correct, making the error message contradictory. Please help us investigate
Custom View Sharing Options
Dear FSM Team, It would be helpful if FSM Custom Views could have the same “Share this with” options currently available in CRM: Only Me Everyone Selected Users This would allow users to control who can view/access a Custom View, similar to CRM, instead
Work Order Creation Validation Based on Custom Field Asset Status
Dear FSM Support Team, We would like to implement a validation in Zoho FSM to prevent the creation of a Work Order when the selected Asset is inactive. Our requirement is: The Asset has a custom field: CRM Status field with values such as Active and Inactive.
Customer members area
Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.
Adding Custom Status Options in Work Order Action Menu
Hello FSM Team, We would like to inquire if it is possible to add more custom options in the Work Order action/status dropdown (e.g., Cancel, Terminate, Non-Billable, Void, etc.). Currently, the available options are limited, and we are unable to customize
Open Records in a New Browser Tab
Hi FSM Team, Just a suggestion: It would be helpful to have a right-click → Open in New Tab option in FSM, similar to CRM. This should ideally work for any clickable record or module, allowing users to open multiple records in separate tabs without losing
Multi-Option Estimates: One Estimate, Multiple Choices
Every service request can have multiple solutions. Multi-Option Estimates help you present these different solutions in a single estimate with its own name, parts, price, and total. Each option can differ in scope, approach, or price — whatever choices
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 planning
Number of decimal places
Hi Latha, I have added the following three fields to the Company module. Currently, these fields only allow a maximum of 2 decimal places. However, for some of our requirements, we need to enter values with up to 10 decimal places. Could you please help
FSM service call view
"Why can't we sort by assigned service resource in the service call view?"
Layout rules in Zoho FSM
As titled, is there an item in the pipeline or an ETA for the implementation of layout rules in Zoho FSM? Similar to how they work in Zoho CRM https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-page-layouts/articles/create-conditional-layouts
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,
Service locations are tied to contacts?
Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.
Request to Make Billing Company and Service Company Fields Editable.
Hello Latha, We noticed that once a Request, Estimate, or Work Order is created, we are unable to edit the Billing Company and Service Company details, as these fields become non-editable. Could you please make these fields editable after record creation?
No "Import Users" option in Zoho FSM
I recently noticed that there is no option to import Users into Zoho FSM, and this has become a serious challenge for us. When migrating data, especially technicians or other user profiles, we often have hundreds of users to bring into the system. Currently,
UI Layout Issue After Activating New FSM Theme
Hello Team, I recently activated the new theme in FSM, and after doing so, I noticed some layout issues. The first issue is with the Merge function. When I try to merge records, I am unable to see the Merge button at the browser's default zoom level.
Inspection Table
Hello Latha, We created a job sheet that includes the new table (Inspection Table) which was introduced recently. However, agents are not able to see the rows in the inspection table. Could you please investigate this issue and get back to us? Please
How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM
Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any
Request to Increase URL Field Character Limit
Hi Arthi, Hope you are doing well. I'm trying to save a URL in the Work Order (WO) module using the URL field, but I receive the following error message: "Please enter a valid Repair File. Maximum 450 characters are allowed." The issue is that the URL
Associate Zoho Billing Invoices with multiple Zoho FSM Work Orders
Hello Latha, We are writing a custom Deluge automation script in Zoho FSM to handle monthly consolidated billing. The script successfully compiles line items from multiple completed Work Orders, interfaces with the Zoho Billing API, and generates a single
FSM- are we getting there
We have now tried the FSM a couple of times. We have been defeated on the offline access. As you can imagine the enginner needs to know the customers details, the job and the equipment. This needs to be cache. Is it yet? Plus Our engineers do multiple
Internal Server Error in Zoho Creator Automation
Hello Latha, I have created another automation in Zoho Creator to update the Work Order part line item description based on the values in the Creator app form. However, when I trigger the automation, I am receiving the following error message {"code":"INTERNAL_ERROR","details":{},"message":"Internal
Custom Functions
Hello Latha, Hope you are doing well. I tried to create a new automation, but when I attempted to save it, I received the error message shown below. Could you please help me understand what is causing this error? I also checked the Price Comparison section,
FSM Module not available
Hello Latha and Team, I have created a connection in Zoho Creator to link with Zoho FSM using the built-in connection. However, the issue is that this connector is not able to access the Services and Parts modules in FSM. To run my in-house application,
Giving someone access to my FSM to develop + scope.
Good evening, I’m new to Zoho, and had a CRM/Creator customized and it was missing something and not working. I realized it’s the functions and process and FSM was the missing link. I am trying to get FSM setup and all I have to do connect to CRM, Books,
ZOHO FSM - Dispatch Console Drive time
Is there a way to view drive time on a tech or estimate drive time from location to location? I need to see this on the Dispatch Console
Ability to select the attachment of a record when sending an email from FSM
Hello FSM Team, FSM allows us to add attachments to any record (Estimate, Work Order, etc.). However, when we're sending an email from FSM, it is currently not possible to choose from the attachment in FSM to add to the email. When sending an estimate,
Service line items
Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.
Related list view for Assets
We first set up all our parent assets in FSM and now we are adding child assets which are the parts for the parent assets. When under the customer related list, since it only displays 5 rows of data, I have to click through many assets to locate the parent
Not able to see appointements when the territory permission is activated
Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work order
Billing Status Update
Hello Latha, I’m working on a new automation (deluge) to fulfill one of our requirements. In this automation, there is a step to update the Work Order billing status from “Not Yet Invoiced” to “Non-Billable.” I tried to find the API information relevant
Zoho FSM Work Order Creation Failure
Hello FSM team and Latha, This automation is built in Zoho Creator and is triggered when a “New Repair Order” is created or updated through form submission. Once the form is submitted, the script automatically retrieves the related customer and company
Serial Number Field not Visible.
Hello Latha, Hope you are doing well. I am trying to create an asset from the Work Order, but I noticed that the Serial Number field is not visible. Could you please help me to figure out this issue? I checked the Asset module template, and the Serial
Next Page