Leverage 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 subcontractorsModule 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 clientScheduled Maintenance not blocking dates when Service appointment template is used.
Hi When a scheduled maintenance has been booked for a Technician then the Service appointment gets created on the the scheduled date This is a problem because the Dispatchers will not remember that there is a scheduled maintenance for that technicianZoho 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 massiveFSM
So as we wait for a sensible offline solution, I would love to play with all the current features. No intention of actually using it in anger but I find it helpful to fiddle to fully understand the various features. We had the 30 day free trial but tryingFSM
Can I ask where on the horizon an app that does not need network connection and can cache is please. We have decided that FSM for our company cannot yet be adopted due to this but we ae trying to understand our way aheadStandard 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 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 ItemsWebforms in Zoho FSM: Create a Communication Channel for your Customers
Season's Greetings! 🎄 Looking for a way for your customers to be able to submit requests to Zoho FSM? Presenting Webforms in Zoho FSM. Using webforms, you can create forms that can be embedded in your website. These provide a user-friendly interfaceWork 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. CouldUnveiling New Zoho FSM Features: Scheduled Maintenance, Time-Based Workflow, and Multi-Day Appointment
At Zoho FSM, the bounty of Thanksgiving continues. We are thrilled to announce the release of some of the most requested features: Scheduled Maintenance, Time-Based Workflow, and Multi-Day Appointment. These are the culmination of our constant effortsHelp finding an expert
I need a zoho expert to help create or customize an operations software in my industry using FSM as the core. I have a lot more information. I’d prefer someone located in the US simply for the time zone convenience. A point in the right direction wouldBackordering/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 customerZoho FSM for Bigin Topping: Unify Your Sales and Service Operations
Previously, we had introduced the Zoho FSM Extension for Zoho CRM. Adding to that umbrella of tools to unify your sales and service operations is the Zoho FSM for Bigin topping. The Zoho FSM for Bigin topping is essential for enhancing collaboration betweenModule 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.Zoho FSM Integration Series #1: Zoho FSM and Zoho Books/Invoice
In this series, we will throw light on how you can leverage the incredible power inherent in Zoho FSM to extend its functionalities through integrations, both native and custom. We will delve into the numerous use cases that can be achieved through theseSlow FSM
Our first day of trying this in the field. In the office and on the app. Problems. 1. using the map on the app and using it via CarPlay Apple Maps gave an error of turn by turn not available. OK with google? 2. pressing the button to start the serviceZoho 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 moreZoho FSM Monthly Roundup: Sep '23
In the monthly roundup, we will bring you up to speed on what has been in the works at Zoho FSM. Custom Reports Zoho FSM has almost 30 in-built reports. You can now expand its scope by customizing it according to your needs. You have the flexibility toZoho FSM Introductory Series #1: Streamline Work Order Management
In this series we make fly-on-the-wall observations as the folks at Hot&Cold* (a company in Santa Rosa, CA that offers HVAC services) leverage the many features of Zoho FSM to steer their field services business to success. This will aid you in assessingFSM 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.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.Zoho FSM Extension for Zoho CRM: Synergize Your Sales and Service Teams
The Zoho FSM for Zoho CRM is an extension that augments the utility of Zoho FSM and Zoho CRM and enables the sales and service teams to work closely. It is another significant addition to the diverse feature set offered by Zoho FSM. Read on to find outJoin us for the Zoho FSM Product Tour Webinar
Hi everyone! We are excited to announce the Zoho FSM Product Tour webinar. Field service businesses are often trying to juggle operational efficiency, customer delight, and profitability. With customers accustomed to speed and convenience, most businessesIntroducing Zoho FSM, the end-to-field service management platform!
We are excited to introduce Zoho FSM, a powerful, one-stop field service management platform! Zoho FSM caters to service businesses, especially those with extensive and diverse field teams. These include service providers in industries like home services,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 equipmentFSM integration with CRM
When will the FSM integration with CRM be completed.FSM integration with Books
Is this already added to the current release? Does FSM pull in my book's products & services?
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Announcements
WhatsApp Enhancements to Boost Customer Engagement
We're excited to introduce a series of powerful enhancements to the WhatsApp integration in Zoho FSM, making customer interactions faster, smarter, and more actionable—right from your Zoho FSM interface. Here’s a quick rundown of what’s new: Try It OutIntroducing Video Tutorials for the Zoho FSM Mobile App
We’re excited to announce the launch of our brand-new video tutorials for the Zoho FSM Mobile App—designed painstakingly to help your field agents get up to speed in no time! Whether you're brand new to the Zoho FSM mobile app or just need a quick refresher,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 and
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No Response from Zoho Support in 8 Days - Typical?
I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spammingField Not Updating in FSM Script - Service and Parts module.
Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C andSignature field is showing black
Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?FSM Improvement Idea - Show an Import button when there is no data
I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the ImportGroup Tax in Service Line Items
Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
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