Syncing Zoho FSM with Zoho CRM, Zoho Desk and Zoho Books
I'm currently on the trial and I'm wondering what the best setup would be to integrate with Zoho CRM, Zoho Desk, and Zoho Books. In Zoho CRM the native integration to Zoho FSM appears to use Zoho Books in the middle to sync the Zoho CRM Contacts and ParentCustom 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 differentOur company's Resource management - company equipment and vehicles for field services
Hi, I'm trying to figure out how to manage our company vehicles and equipment in FSM. If the vehicle or specific equipment is allocated to a schedule job, then it must be marked as "unavailable" for scheduling other jobs that require that same vehicleEnsure 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 onTrial Again
It looks like the FSM is improving. When we trialed it it did not meet our needs. Can i check where it is. 1. Does it work off line to see appoitments, customer details and fill in job sheets? 2. Can it integrate with CRM as we combine sales visits withRescheduling service appointments
I want to be able to schedule the same resource for several service appointments whether or not they are closed out or rescheduled. I dont want them to conflict....i want to be able to double book our techncians. Is there a way?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 getAnnouncing 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 -How can we intergrate Zoho Forms?
We have multiple different forms for different work orders to close them out for our techs - how can we integrate Zoho Forms with Zoho FSMWay to schedule non-service items
I am considering using FSM, but it seems like it would create a need to bounce back and forth between FSM and calendars apps. It would be nice to use this as the company calendar. However, the pricing is based on appointments, which seems odd. We putCustom Reports for Meaningful Insights and Decision-Making
Zoho FSM provides an extensive array of over 20 standard reports that deliver valuable insights into your field service management operations. These reports can be easily cloned and customized to fit your specific requirements better, allowing for greaterZoho Bookings 2 Zoho FSM
Hi, Is it possible to directly or indirectly integrate Zoho bookings with Zoho FSM. It would be great if a customer could book themselves in an available timeslot for a service appointment and pay for it.FSM work order creation on books quote approval
I have followed https://help.zoho.com/portal/en/kb/fsm/custom-integrations/zoho-books/articles/perform-actions-in-zoho-fsm-on-estimate-approval-in-zoho-books#Step_1_Create_a_connection_for_Zoho_FSM_in_Zoho_Books in order to create a work order in FSMProblem with Scheduled Maintenance Options
I am experiencing an issue with establishing Scheduled Maintenances for my client. They perform "filter changes" every six weeks, but because zFSM has built in intervals it seems impossible to schedule. Options are currently: Every 1 Week Every 2 WeeksStreamline Recording Payments Using the New Payments Module
A new Payments module has been introduced, allowing you to record all payments received for services rendered, whether made directly to technicians on-site or through other payment modes. Users can record payments against either a specific Company orZoho FSM in spanish or with Multilingualizer???
Is it possible to have a Spanish version of this app or connect it with Multilingualizer to be able to use it in that language? or any solutions? We urge...Introducing Grid View in Dispatch Console - Ideal for Quick Appointments
The Dispatch Console is the heart of Zoho FSM where the bulk of service appointment scheduling and dispatching takes place. Here, the dispatcher has at their disposal all the information required to assign the right technician to the service appointmentsWork Type - Limitation
Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.Lookup fields
Is there any way to add Lookup fields to Zoho FSM -- I do not see the option but I see default lookup fields in different modulesZoho FSM Extension for Zoho Desk: For Enhanced On-Site Assistance and Unified Customer Support
We are stoked to present to you Zoho FSM for Zoho Desk, an extension that will help you convert Zoho Desk tickets that require on-site assistance into field service requests in Zoho FSM, ensuring a smooth hand-off from the help desk to field technicians.Trying to sync calendar via iCal, CardDAV
I'm trying to sync my calendar with my Outlook calendar need to use iCal, CardDAV or a URL for the calendarSend service resources a SMS via twilio once a service appointment is assigned to them
I'm currently working on integrating Twilio with Zoho FSM to automate SMS notifications for our service resources. Specifically, I want to send an SMS to our technicians as soon as a service appointment is assigned to them in Zoho FSM. I believe thisWhatsApp Integration for Superior Support and Communications
WhatsApp's widespread adoption and familiar interface makes it an ideal choice for businesses to interact with customers directly, providing customer service, support, and updates in a user-friendly manner. Zoho FSM's integration with WhatsApp helps youSpruce Up Your Service Documents With Our Customizable PDF Templates
In your business communications with your customers, you need to ensure that you maintain a consistent and professional look and feel for your service documents. Zoho FSM's customizable PDF templates will help you with this. Suite of System-Defined TemplatesZOHO FSM - ADD More options on "Available Columns" IN AP's
Hellow team! It would be so cool, if we could see from the dashboard FSM WEB, if we have been created a service report on the AP's. Add a "service report status" on the configuracion of the colummsWorking with Flat Rated Pricing and Dynamic Tech Payments
So my business does flat rate jobs as well as hourly but our tech payment varies per tech -- how can I set this up where i enter the tech payment for that particular service appointment and it will calculate my profits for that work order still. And weAccess Data Offline in the Zoho FSM Mobile App | Combat Connectivity Challenges
One of the challenges that field agents face on the job is the myriad environments they have to work in. When working in underground or confined spaces or in remote or rural areas, they often have to deal with unreliable or poor network connectivity.Import Old Tickets from Previous Field Service Software
I'm trying to figure out the best way to import old tickets from mhy old FSM software ServiceM8Parts vs Products
I'm a bit confused regarding Parts vs Products. Example: I have a plating tank that is used for dipping metal products in. I am assuming that that is a "product", and the asset would be any "instance" of that product. For example, Tank #37278 at locationLeverage the Power of Zoho FSM Record Templates to Simplify Work Order Creation
What to Know About Record Templates Use Record Templates to easily create work orders using previously recorded values. Thus, they help you quickly and accurately capture data in a work order record, reducing the repetitive manual effort. The followingEnforce upload of Pictures of finished job
We need to ensure our field techs take specific pictures and upload them, before they leave a job site. The pictures checklist varies depending on the type of job. What's the best way to prompt the tech and ensure they have uploaded the appropriateSend Invoices to Quickbooks Online?
In our current Field Service Management software we can create an invoice for a job and then sync the invoice to Quickbooks Online where we send the invoice to the customer and receive payment. We can't use Zoho Books because Zoho Payroll doesn't haveZoho FSM Estimate vs WorkOrder Pricing
Hello / Namaste I am building out Zoho FSM for a construction client, and my question is simple. Can we create an estimate using one retail price in Zoho FSM and then have it spit out a work order using a different price (cost) that we send to the subcontractorsIntegrate Zoho RouteIQ into Zoho FSM
How to determine the most efficient route for a technician when multiple work orders are assigned on the same day? I think RouteIQ can help here.ZOHO 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";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.Module field limitation - Assets
Hi, I would like to add additional single line fields to the asset module, though am unable to, as the option is greyed out. It appears the field is limited currently to a maximum of 17. Please refer to attached screenshot. Can this be increased? Thanks,Zoho FSM Pricing
I just want to let you know that it may be worth revisiting the pricing model for Zoho FSM. I have already shown it to two clients who really were interested but the pricing/structure was so strange they both declined to move forward. It was understandableDirection of Zoho FSM
I just want to chime in as I am introducing more clients to Zoho FSM. When I see terminology like "Product", or "Service" as it relates to what is going to be maintained, it give me pause. Most of my clients are maintaining their own facility. In otherLimit on Scheduled Maintenance
I see there is a 200/500 limit on scheduled maintenance. In most manufacturing companies, preventive maintenance is done on ALL key equipment. In addition all equipment that measures something is also calibrated/maintained on a scheduled basis. The clientNext 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 onAnnouncing 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 -Custom Reports for Meaningful Insights and Decision-Making
Zoho FSM provides an extensive array of over 20 standard reports that deliver valuable insights into your field service management operations. These reports can be easily cloned and customized to fit your specific requirements better, allowing for greaterStreamline Recording Payments Using the New Payments Module
A new Payments module has been introduced, allowing you to record all payments received for services rendered, whether made directly to technicians on-site or through other payment modes. Users can record payments against either a specific Company orIntroducing Grid View in Dispatch Console - Ideal for Quick Appointments
The Dispatch Console is the heart of Zoho FSM where the bulk of service appointment scheduling and dispatching takes place. Here, the dispatcher has at their disposal all the information required to assign the right technician to the service appointments
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Trial Again
It looks like the FSM is improving. When we trialed it it did not meet our needs. Can i check where it is. 1. Does it work off line to see appoitments, customer details and fill in job sheets? 2. Can it integrate with CRM as we combine sales visits withRescheduling service appointments
I want to be able to schedule the same resource for several service appointments whether or not they are closed out or rescheduled. I dont want them to conflict....i want to be able to double book our techncians. Is there a way?Syncing Zoho FSM with Zoho CRM, Zoho Desk and Zoho Books
I'm currently on the trial and I'm wondering what the best setup would be to integrate with Zoho CRM, Zoho Desk, and Zoho Books. In Zoho CRM the native integration to Zoho FSM appears to use Zoho Books in the middle to sync the Zoho CRM Contacts and Parent
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