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Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team active...
1
Analyzing
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 ...
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is it possible for a work order created in FSM under a certain category (E.G Health check and Panel Clean) to automatically create a ticket in Zoho DESK?
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Dear Community, I’m exploring whether Zoho FSM allows requests to be automatically assigned to the technician responsible for a specific asset. The reason for this is that dif...
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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) ...
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  • announcement
  • 6 replies
  • last reply by
  • 19 days ago
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 onedr...
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Working on it
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 organisa...
5
Answered
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 o...
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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 o...
1
Answered
How can you add photos to estimates and invoices that are being emailed to the client so the can see what you are estimating and your completed work?
1
Answered
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 ...
1
  • announcement
  • 1 month ago
Zoho FSM helps you nail the critical aspect of field service management, i.e., scheduling the right technicians to the service appointments. Ensuring that technicians have acc...
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  • announcement
  • 2 months ago
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 b...
1
Answered
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 program...
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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 tha...
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  • announcement
  • 6 replies
  • last reply by
  • 2 months ago
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 sys...
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  • question
  • 1 reply
  • last reply by
  • 2 months ago
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 re...
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Dear Zoho Support Team, We have a Zoho Creator application that contains appointment information, linking our customers and technicians. We are looking to create a live tracki...
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Is it possible to for the estimate owner (or a fixed email address) to be sent an email notification when a customer approves an estimate? I have not found a way how. I create...
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I am experiencing a permission error when attempting to edit a custom function in Zoho FSM. When I click the edit button on any custom function, I receive a permission-related...
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