Asset Management
What is the difference between Installed Date and Purchased Date for an Asset in Zoho FSM?
Purchased Date: This is the date when the asset was bought by the customer. Installed Date: This is the date when the asset was actually installed or deployed at the customer’s location. Example: A generator purchased on Jan 1, 2024, may have been ...
What are child assets in Zoho FSM?
In Zoho FSM, child assets are assets that are logically or physically linked to a parent asset. In other words, they represent sub-components or related units of an asset. For example: A solar power system (parent asset) may include child assets like ...
How to create a child asset?
While creating an asset, if you select a Parent Asset (from the existing assets), the asset you're creating will become a child asset. To create a child asset in Zoho FSM: Go to the Customers module and select Assets. Click Create. Fill in the ...
How do I create a new Asset in Zoho FSM?
To create a new Asset in Zoho FSM: Go to the Customers module and select Assets. Click Create. Fill in the required details: Asset Name Description Asset Number Product Parent Asset(if you're creating a child asset) GIAI Ordered Date Installation ...
How do I edit an Asset in Zoho FSM?
To edit an asset: Open the asset record. Click Edit. Make the necessary changes and click Save.
Can the address for an Asset be updated later in Zoho FSM?
Yes, the address for an Asset can be updated at any time in Zoho FSM. To update the Asset address: Open the Asset record. Click Edit. In the Address section: If the address is blank Click Create New Enter the address details. Click Save. If there is ...
Can I manually enter the address in the Asset module during creation, or can only the Contact/Company address be used?
Yes, you can manually enter a address while creating an Asset in Zoho FSM. Enter the Asset address only if it differs from the Contact or Company address. If the address is the same, you can simply leave it blank. When you create a Work order, The ...
When creating an Asset, why doesn't the address field show a list of addresses associated with the Contact?
In Zoho FSM, the address field in the Asset creation form does not display a list of addresses associated with the selected Contact or Company, because the Asset address is treated as distinct. The asset address is where the Asset is physically ...
If a Contact or Company already has an address, will it automatically fill in when creating an Asset?
No, in Zoho FSM, the Asset address is not automatically populated from the associated Contact or Company during creation because, the Asset address is treated as a distinct field. The asset address is where the Asset is physically located, which may ...
What should I do if the Asset is located at a different address than the Contact?
If an Asset is located at a different address than the associated Contact or Company, you can manually enter that location in the Asset address field during creation or later while editing the Asset. When you create a Work order, The Service Address ...
Can I specify different service and billing addresses for an Asset?
Yes, you can specify different service and billing addresses for an Asset. When you create a Work order, The Service Address defaults to the Asset’s address (if you've added it). If not, it defaults to the Contact’s address. The Billing Address ...
Can an Asset be associated with multiple Contacts or Companies in Zoho FSM?
No, an Asset in Zoho FSM can be associated with only one Contact and one Company at a time. If the selected Contact is linked to a Company, the Asset will automatically be associated with that Company as well.
Is it possible to associate an Asset to one Contact and more than one Company in Zoho FSM?
No, a Contact can be associated with only one Company at a time. As a result, the Asset you create for that Contact will also be linked to only that one Company.
Can I link an Asset to a Work Order for a different Company if the Contact is the same?
No, you cannot link an Asset (associated with a particular Contact) to a Work Order for a different Company, even if the Contact is the same. In Zoho FSM, when you select an Asset while creating a Work Order: The associated Contact and Company fields ...
Can an Asset be reassigned from one Company/Contact to another? If yes, how?
Yes, an Asset can be reassigned to a different Contact (and automatically to their associated Company). To change the Contact of an Asset: Open the Asset record. Click Edit. In the Contact field, select the new Contact from the drop-down. Click Save.
Are Assets mandatory while creating a Work Order or Service Appointment?
No, Assets are not mandatory while creating a Work Order or Service Appointment in Zoho FSM.
How does Asset selection impact the visibility of Contact or Company details in the Work Order?
When you select an Asset while creating a Work Order, the associated Contact and Company fields are auto-filled based on the Asset’s existing associations. The Contact, Company, and Territory fields cannot be edited after selecting the Asset. Other ...
How many Assets can I add to a single Work Order or Service Appointment in Zoho FSM?
The number of assets per work order depends on the number of Service line items added to it. Since assets are associated through service line items, you can link one asset per service line item. This means you can add multiple assets to a Work Order, ...
Is there a way to create different Asset types or categories in FSM?
Yes, you can use the Product field in the Asset creation form to categorise Assets based on the type of product sold. The Product field helps you identify what kind of item the Asset represents (air conditioner, water dispenser, generator). You can ...
Does Zoho FSM allow Asset for warranty tracking?
Yes, Zoho FSM allows you to track warranty details for each Asset. While creating or editing an Asset, you can enter the following fields: Ordered Date Purchased Date Installation Date Warranty Expiry Date With this, you can easily track whether an ...
Can I configure recurring maintenance jobs for a particular Asset?
Yes, Zoho FSM allows you to configure recurring maintenance jobs for an Asset using the Scheduled Maintenances feature. While creating a Scheduled Maintenance: You will need to add a Work Order Template and a Service Appointment Template. In the Work ...
Is there a way to track Asset maintenance history in Zoho FSM?
Yes, Zoho FSM allows you to track an Asset’s maintenance history. When you open an Asset: Under the Timeline tab, you’ll see a chronological log of all actions and events related to that Asset, including creation, updates, and service activities. The ...
How do I handle Assets when Contacts change companies or get reassigned?
When a Contact is changed for an asset, you can update the Contact by editing the Asset record. To change the Contact of an Asset: Open the Asset record. Click Edit. In the Contact field, select the new Contact from the drop-down. Click Save.
Can I filter or search Assets based on custom criteria or tags in the system?
Yes, Zoho FSM allows you to search and filter Assets using both basic and advanced criteria. You can search using fields like: Asset Name Asset Number GIAI Product Contact Company For more detailed filtering, use the Advanced Filter option; with ...
Can I scan barcodes or QR codes to search for Assets in Zoho FSM?
Yes, Zoho FSM allows you to scan barcodes or QR codes from the asset lookup field when creating a Work Order. The barcode/QR code must contain a value present in the Name, Asset Number, or GIAI field of the asset. For more details, refer Barcode And ...
How to scan a barcode or QR code to add an asset for a Work Order in the FSM mobile app?
To scan a barcode or QR code while creating a Work Order in the Zoho FSM mobile app: Tap Scan QR/Barcode under the Asset lookup field. You can also access the scanner from the search screen. If prompted, enable camera access: tap Yes → Allow. Point ...
What is the Product field in the Asset creation form?
The Product field in the Asset creation form is used to specify the type of product the Asset represents. You can also use this field to filter Assets. Example: If your company sells 10 different products, such as an air conditioner, water dispenser, ...
What is an Asset in Zoho FSM?
An Asset in Zoho FSM refers to a product or part instance that has been sold to a customer and is now owned or used by the customer. Assets help businesses track the lifecycle, warranty, service history, and maintenance needs of the products they've ...