Custom Implementations
Email Customer the Job Sheets when a Service Appointment is Completed
Use case: When a service appointment is completed, email the customer the completed job sheets in the service appointment. Follow the steps below to implement this use case: Step 1: Create a connection Step 2: Create a custom function Step 3: Create ...
Calculate Work Order Profit
Heads up! Zoho FSM now includes a native Job Costing feature! This custom implementation guide was originally provided as a workaround before the built-in feature was available. If you have implemented this (or similar custom solutions), it is ...
Email Customer the Service Reports along with the Invoices
Usecase: When a service appointment is completed, email to the customer the service reports in the service appointment and the invoices in the parent work order. Follow the steps below to implement this usecase: Step 1: Create connections Step 2: ...
Email Customers the Attachments in Service Appointment Notes
Usecase: On service appointment completion, email the attachments in the service appointment notes to the customer. Follow the steps below to implement this usecase: Step 1: Create a connection for Zoho FSM Step 2: Create a custom function Step 3: ...
Create Work Orders in Bulk using Zoho Sheets
Use case: Using Zoho Sheets, import/create multiple work orders at once. Here, taxes have not been considered. Follow the steps below to implement this use case: Step 1: Prepare a sheet with the work order values Step 2: Create a custom function Step ...
Notify Changes in Work Order Status
Usecase: Notify the customer by email each time the status of the work order changes. Also, notify the customer when the payment has been done for the work order. Follow the steps below to implement this use case: Step 1: Create a custom function ...
Charge For Trips Taken and Time On-site
Heads up! Zoho FSM now includes a native Job Costing feature! This custom implementation guide was originally provided as a workaround before the built-in feature was available. If you have implemented this (or similar custom solutions), it is ...
Send Service Report To Customer
Usecase: Email the service report to the customer on service appointment completion. Follow the steps below to implement this usecase: Step 1: Create a connection for Zoho FSM Step 2: Create a custom function Step 3: Create a workflow rule Step 1: ...
Automate creating and sending Invoice on work order creation
Usecase: When creating a work order, based on an user input, automatically create and send invoice for the work order. Follow the steps below to implement this usecase: Step 1: Create a custom field Step 2: Create a connection for Zoho FSM Step 3: ...
Send notifications of new requests
Use case: Notify the Administrator via SMS and the Call Center Agent via email of new requests. Here, the SMS will be sent via Twilio. Follow the steps below to implement this use case: Step 1: Create a connection for Twilio Step 2: Create a custom ...