Crew
How does timesheet work for appointments assigned to a Crew?
When a field agent taps Start Work(for Service line item or Service Task), an individual Timesheet entry is created. Timesheets the user started appear under My Entries. Timesheets started by other Crew members appear under All Entries. Even if Crew ...
Can any Crew member start or complete a Service Appointment in Zoho FSM?
Yes. In Zoho FSM, any Crew member can start or complete a Service Appointment assigned to the Crew. There is no task-level restriction within a Crew—every member has shared access to all Service Tasks and can: Start the Service Appointment Perform ...
If an appointment is assigned to a Crew, who is responsible for starting and completing the work?
In Zoho FSM, when a Service Appointment is assigned to a Crew, any Crew member can initiate and complete the work using the mobile app. There is no individual task-level assignment within a Crew. All members of the Crew have shared access to the ...
How do I remove a user from a Crew in Zoho FSM?
To remove a user from a Crew: Go to Workforce > Crew. Click on the name of the Crew from which you want to remove the user. Navigate to the Crew Members tab. Click the Edit icon () next to the member you want to remove. Set the End Date Time to the ...
Do Crew members receive notifications when a Service Appointment is dispatched?
Yes, when a Service Appointment is dispatched to a Crew, all Crew members, including the Crew Leader, receive notifications via the Zoho FSM mobile app.
Who can create or manage Crews?
Crews can be created or managed by: The Administrator, or Any user with a custom profile that has Create/Edit/Delete permissions for the Crew module. To check Crew permissions for a profile: Go to Setup > Security Control > Profiles. Select the ...
Can I reactivate a deactivated Crew?
No, once a Crew is deactivated in Zoho FSM, it cannot be reactivated. You will need to create a new Crew if required. The deactivated crews can be seen under the Inactive Crew list.
How do I add Equipment to Crews?
To add equipment to a Crew: Go to the Crew Members tab and click + Create. In the Create Member box: Select the equipment as the Service Resource. Set the Start Date Time and End Date Time. Click Create. The equipment must be assigned to the same ...
Why am I seeing an "SR not found" error when adding a user to a Crew in Zoho FSM?
The SR not found error occurs when there is a date mismatch between the Crew’s assignment and the user's Territory assignment. To add a user to a Crew, the user must be active in the same territory and for the same date range as the Crew. If the user ...
How do I deactivate a Crew?
To deactivate crews: Select Crew from the Workforce menu. Click the name of the crew you want to deactivate. From the drop-down, Click Delete. Click Delete to proceed. The deactivated Crew will appear under the Inactive Crew list. The members and ...
How do I assign skills to a Crew?
To assign skills to crew : Go to the Skills tab and click + Assign. Select the Skill and Level. Enter certificate details: Description Certificate ID Issuing Authority Issue Date Expiry Date Renewal Status Certificate Type Click Create.
Why can’t I see any users listed under Agent or Crew while creating a Service Appointment?
If no users appear under the Service Resource field (Agent or Crew) while creating a Service Appointment, it may be due to one or both of the following reasons: Scheduled Start and End Time not specified: The Service Resource list is populated based ...
Can a user be part of multiple Crews?
No, a user cannot be part of more than one Crew at the same time. When adding a user to a Crew, you must specify a Start Date Time and End Date Time. The same user can only be added to another Crew outside of that specified time period.
How to edit a Crew?
To edit crew details: Go to Workforce > Crews. Select the Crew you want to edit. Click Edit (). You can edit: Crew Name Crew Size Description Click Save. To edit crew members: Go to the Crew Members tab. Click Edit () corresponding to the crew ...
How do I assign territories to a Crew
To assign territories: Go to the Territories tab and click + Create. Select a Territory and define the Start Date Time and End Date Time. Click Create. The Crew will only be available for a Service Appointment if their assigned territory matches the ...
How to add a user to a crew?
To add Crew Members: Go to the Crew Members tab and click + Create. In the Create Member box: Select the Service Resource. Set the Start Date Time and End Date Time. Click Create. The user must be assigned to the same territory as the Crew and for ...
How do I create a Crew in Zoho FSM?
To create a crew: Go to Workforce > Crew. Click Create. Enter the following details: Crew Name Crew Size Territory Description Click Save. To add crew members: Go to the Crew Members tab and click + Create. In the Create Member box: Select the ...
How do I configure a Crew?
Create a Crew: Go to Workforce > Crews. Click Create. Enter the following details: Crew Name Crew Size Territory Description Click Save. Add Crew Members: Go to the Crew Members tab and click + Create. In the Create Member box: Select the Service ...
How to change the Lead of a Crew?
To change the Crew Lead: Click the drop-down next to Edit and choose Change Lead. Select the user to assign as the Crew Lead. Click Change.
What is the role of a Crew Lead?
In Zoho FSM, you can assign a lead to a crew: The first member added to a Crew is automatically set as the Crew lead. You can change the Crew lead later if needed. If the Field Agent Appointment Confirmation Process is enabled, and if the service ...
What is a Crew in Zoho FSM?
In Zoho FSM, a Crew refers to a group of field agents who are grouped together to work as a team on service appointments. Crews are useful when a job requires multiple field agents to collaborate. Along with field agents, you can also assign ...