Customize FSM
Customize Status Colour
You can assign colors to the statuses of requests, estimates, work orders, and service appointments. The chosen colors will be used in the following places in Zoho FSM. Service appointment entries in the Gantt, Grid, and Calendar views. Statuses of ...
Job Sheets
Job Sheets 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 on location, the checklists and instructions within the job sheet guarantee that the ...
PDF Templates
What are PDF templates in Zoho FSM? Zoho FSM provides you with a suite of default PDF templates, allowing you to present information in a clear and visually appealing manner. These templates can also be tailored for different types of services or ...
Dispatch Console Customization
You can customize the details in the service appointment bar in the Gantt view of the Dispatch Console and the appointment entry in the Grid view of the Dispatch Console and the Service Resource Calendar. The service resource calendar can be seen in ...
Service Report Customization
Permission Required: Service Report Customization Customize Service Report The template of the service report can be customized as per your requirements. To customize the service report template, do the following: Navigate to Setup > Customization > ...
Customize Standard Modules
You can customize the modules in FSM to suit the needs of your organizational process. You can choose the fields which are essential for your process, set their properties, and placement in the module. - Permission Required: Modules Customization Add ...
Standard Modules and Fields
The standard modules in FSM are: Requests Estimates Work Orders Contacts Companies Services And Parts Assets Requests Field Name Description Summary A brief description of the request Priority Urgency of the request, whether Critical, High, Medium, ...
Module Mapping
Prior to creating a work order, there are some settings you need to configure. Details of these settings are listed in the sections below. Permission Required: Module mapping Request to Work Order Mapping On choosing the Convert to Work Order option ...

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