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
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 customer segments to enhance ...
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 ...

Access your files securely from anywhere

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.