Estimate Module - Contact Field.
Hello Latha and Team, Is it possible to make the Contact field optional in the Estimate module? Best regards, Chethiya.Changing the status of a work-order
Is there a way to change the status of a work-order?Zoho FSM Premium Edition is Here
As your field service operations grow, so do the complexities — managing large distributed teams, keeping sensitive data secure, generating the right reports at the right time, and ensuring every technician dispatched is the right fit for the job. TheLayout Adjustment.
Hello Latha, Hope you are doing well. I wanted to check with you about adjusting the layout columns in the Service Report from the backend, as currently there is no capability for us to customize the layout from our end. Below is the output that I amFSM integration with Books
Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work OrdersHow to Track Inventory Usage from Zoho FSM to Zoho Inventory?
Hi everyone, We’re currently working on integrating Zoho FSM with Zoho Inventory, and we’ve encountered a challenge we’re hoping the community can help us understand better. Here’s the context: When we create a Work Order in Zoho FSM that involves partsWarranty 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 performAbility to assign Invoice Ownership through Deluge in FSM
Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. ThisIncluding 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.Logging Out of FSM
I have tried to log out of FSM app of the last person and it will not let me do so. I need to log in to my account.Unified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easilysystem not picking my default custom service report template
Can you tell me why when we create a service report always pick the (standard old) template? Even when I have a custom service report selected as Default.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 cannotPDF Attachment Option for Service Reports
Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachmentsHow to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order
Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheetsRename Service Report
Some of our customers are requesting the name of the service report PDF to be in a specific format, for example, instead of REP-001.PDF some are requesting to include their name like customername.pdf. is that possible?Timesheet invalid data error
Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and savedWork Order wont mark as Completed
I have a couple of work orders that won't mark as completed even when I've marked the Service Appointments as completed fully.Service Reports.
Hello Team, I have a requirement to create multiple service reports for a single AP. That means, in one AP I have 5 service line items, and all line items are linked to assets. Once I complete the AP, I want to generate 5 individual service reports, oneLookup Field Option Not Available in Customization
Hello, I am trying to customize different modules (e.g., Work Orders, Systems, and others), but I am unable to find the Lookup field option in the layout customization. When I go to: Setup → Customization → Modules and Fields → Add Field The Lookup fieldBridge the Gap Between your Service and Finance Teams
In field service, the most expensive distance isn’t the drive to a customer’s home—it’s the gap between a finished job and a paid invoice. Zoho FSM leverages the power of Zoho Invoice to handle and manage billing operations. It enables you to: InstantlyEnsure 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 onUnable to attach Work Order / Service Appointment PDF to Email Notifications (Zoho FSM)
I’m trying to include the Work Order PDF or Service Appointment PDF as an attachment in Email Notifications (automation/notification templates), but I don’t see any option to attach these generated PDFs. Is this currently supported in Zoho FSM? If not,Adding custom "lookup" fields in Zoho Customization
How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments
We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,Proposal 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 providesService Locations: Designed for Shared Sites and Changing Customers
Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.FSM - Timesheet entires for Internal Work
Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.Auto-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.Service and Parts Line Item Limitations
Hi FSM Team, We work with clients who deliver large-scale field service projects. In many cases, a single work order can contain 200+ service and parts line items. Currently, Zoho FSM limits work orders to 30 service and parts line items. While this worksCan’t find fsm in zoho one
Every other app is available to me in Zoho one except fsmModule 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.Work 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.Replace Zoho Invoice with QuickBooks
We are implementing Zoho FSM for a cleaning business in the US with 50+ field workers. This business has been using Quickbooks for accounting for decades and will not migrate to Zoho Books. A major issue in the integration is the US sales tax calculation.2025 in Review: Powering Field Services Forward—One Feature at a Time
As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teamsHow to Hide System-DefinedTemplates in Service Report
Is there any option available to hide system-defined templates? these templates are causing confusion for field users.Zoho FSM - Service Appointment Trouble Adding Field Agent
Hello, I just started using Zoho FSM and I'm currently adding older work orders from prior Field Service application I use. The work order that im trying to add is from an earlier date, and when I try to add a field agent to a service appointment it doesAttendance, Reimagined: Smarter Views for Teams and Individuals
Tracking attendance shouldn’t feel like a chore. With the revamped Attendance module UI, Zoho FSM makes it easier than ever to monitor work hours, check-in activity, and team availability—whether you’re managing an entire workforce or just keeping anOperation Questions.
Hello, I hope you are well. To explain a little, we are a company that sells services and products with a technical team responsible for installation and maintenance. Zoho FSM can be useful for the technical team, namely for the technical coordinatorFSM - Associating and selecting Contacts based on Service Addresses
Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies toNext Page
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Zoho FSM Premium Edition is Here
As your field service operations grow, so do the complexities — managing large distributed teams, keeping sensitive data secure, generating the right reports at the right time, and ensuring every technician dispatched is the right fit for the job. TheUnified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easilyBridge the Gap Between your Service and Finance Teams
In field service, the most expensive distance isn’t the drive to a customer’s home—it’s the gap between a finished job and a paid invoice. Zoho FSM leverages the power of Zoho Invoice to handle and manage billing operations. It enables you to: InstantlyEnsure 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 onIntroducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments
We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,
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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":"InternalFSM 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,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,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,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
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