Field Service Settings
Job Costing
Job Costing in Zoho FSM enables you to track, analyze, and manage all expenses tied to a specific service job. By providing a clear view of labor, services/parts, and travel costs, it helps your business accurately measure job profitability, keep ...
Field Agent Appointment Confirmation Process
Zoho FSM allows field agents to accept or reject appointments assigned to them. This process helps reduce unnecessary workload and ensures that each appointment is handled by a field agent who is ready and able to perform the job. When a service ...
Record Templates
Overview of Record Templates Use Record Templates to easily create request, estimate, and work order records using predefined values. By providing a structured format for recording information, record templates help you quickly and accurately capture ...
Work Type Management
This feature has been discontinued. You can now use its updated and improved version: Record Templates A Work Type is a template for the services in a work order. Use these templates to add the service details to the work orders quickly and to avoid ...
Transaction Settings
Permission Required: Other Settings You can toggle the availability of certain features in Zoho FSM. This allows you to determine whether a certain feature should be available to the user or not. You can find these feature controls at Setup > Field ...