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 different
FSM integration with Books
Is this already added to the current release? Does FSM pull in my book's products & services?
Enforce 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 appropriate
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.
Zoho 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...
Zoho FSM - Customer feedback
We are looking to implement Zoho FSM as we already use many of the other Zoho applications and love how it integrates between platforms. We would like to customize the look of the customer report that is presented so it is a little less clunky and more
ZOHO FSM integration with ZOHO CRM
Hi, I run a cleaning company based in London, and we moved to Zoho CRM last summer. We have been using it ever since, with the help of an implementation partner for the initial setup. We are now trying to integrate Zoho FSM for our field technicians.
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 Kumar
Two-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 addresses
Warranty Service and Repair in Zoho FSM
Hi There, We are a retail store that sells products and also performs installations and repairs. Our field technicians handle this work. Some repairs are covered by manufacturers, who reimburse us for both parts and labour. In these cases, we perform
JOB 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 werk
Rescheduling 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 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 FSM
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 FSM
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 modules
FSM integration with CRM
When will the FSM integration with CRM be completed.
Service Title in Service Report Template Builder
I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannot
FSM excellent news with crm
Finally FSM has landed. Our two areas that we need are the ability for site engineers to report what they do normally with a check list plus a photo. Secondly to set reminders on assets for annual service visits. What is the time scale on this please.
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.
How do get service request in Zoho FSM?
Hi, How do get service request in Zoho FSM? Is it possible to integrate with Zoho Commerce / Zoho Bookings? Thanks for answering.
Parts 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 location
Zoho 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.
Module Customisation - Lookup function not available
Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.
Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM
hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier
How to download Job Sheets in Zoho FSM?
Hello, I'd like to download copies of completed job sheets as PDF's for upload to a workdrive to keep an audit record of completed Job checkout sheets. I do not see download of this file type as an option - any help is appreciated!
Import customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from CMMS and QBO.
It seems like the importing of customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from other CMMS and accounting systems like QBO should be more "baked into" the product. I can't really test the
Backordering/Purchase Order Work Holds
What is the recommended process within FSM to account for and process the ordering of backordered parts from an estimate? Example case: A field tech generates an estimate for a customer on-site that requires parts that are not on-hand and the customer
Work Order - Parts line limitation
Hello, I have an open work order, where I've been adding parts over time and have now discovered that I can now longer add further parts and it appears limited to 20 items. 20 parts isn't very much and I could have 50 plus on some complex jobs. Could
Zoho Forms / Zoho Flow Estimate Creation - Work Types?
We are attempting to use a Zoho Form as a trigger in a Zoho Flow to create an estimate in FSM. The estimate creation works when adding services to the estimate but the issue we are having is getting the Work Types to be recognized and the Part Line Items
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 with
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 get
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?
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";
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 calendar
Standard Work Instructions
Is there a place to store standard work instructions for regular/preventive maintenance? Example: A maintenance tech is to perform regular maintenance on a forklift every 6 months. There are specific instructions/checklist that must be followed each time.
Zoho FSM - Entering Equipment
I am having troubles understanding parts vs equipment. I understand that an "asset" is a specific instance of a piece of equipment. But in zFSM, there is no place to enter "Equipment". Everything is either a part or a service. This seems like a massive
Send 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 this
Working 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 we
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 ServiceM8
Parts - Order Statuses & Tracking
We have been using FSM for the past week. I see that it's missing a VERY important area when dealing with On-Site installations\Service. Part Tracking & even statuses. Most of the times we need to order equipment for the workorder. Based on when the equipment
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