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 equipment to a crew, ensuring all necessary resources are deployed together.
Example: AC Installation Crew
For an air conditioner installation, a typical crew might include:
For an air conditioner installation, a typical crew might include:
- HVAC Core Technician – Responsible for installing the AC unit, handling refrigerants, and testing the system.
- Electrician – Handles power supply, breaker connections, and ensures the unit is safely wired.
- Installation Equipment – Such as ladders, vacuum pumps, gauges, or drills added to the crew.
By creating a crew with these field agents and equipment, you can assign service appointments efficiently, knowing the right people and tools will arrive together.
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