Essentials of Zoho FSM
Key Terms
A crew consists of several field agents who are grouped together to conduct a specific task. Each crew is assigned a lead.
The scheduling tool from which the service appointments are scheduled and dispatched by users with the Dispatcher profile. The Gantt and Map views provide the users with all the information about the service appointments and available field agents.
Provides a ballpark figure for how much it would cost to provide the services asked for in a request.
Conduct the requested field services at the contact location. Each field agent has territories associated with them where they are assigned appointments to work on.
The Zoho FSM mobile app (available on both the iOS and Android) is a handy application for the field agents to receive notifications about their assigned tasks, as well as to update their status on the fly.
They are initiated to requisition services.
Jobs created for carrying out the services in a work order. These service appointments are assigned to field agents or crews who will then render the services at the contact location.
Domains that can be geographical, departmental, commercial, or based on any other way you want to segment your business. This demarcation helps you manage contact service requests and service personnel.
Skills refer to the professional abilities and competencies that the field agents and crews possess to perform their job duties effectively. When a work order is created, the skills required to accomplish the work order are added.
A record created for executing a contact service request. Information from the contact requests is used to create the work order.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Review Zoho FSM
How has your Zoho FSM experience been so far? We'd love to know, and we want to make it worth your while. Review Zoho FSM on any of the sites below and claim $50 in wallet credits. GetApp Capterra G2 How does it work? Click on any of the review links ...Overview of Zoho FSM
What is Zoho FSM? Zoho FSM is a cloud application that offers an overarching solution for handling the entire life cycle of processes involved in the management and execution of field services. All processes that are pivotal to field services are ...Zoho FSM Mobile App
The Zoho FSM mobile app empowers on-the-go field agents with all the information they need, to be efficient at work and delight contacts with every appointment. It helps them to be on time for their appointments, attend more appointments in a single ...Bookmark Zoho FSM in Zoho One
You can bookmark Zoho FSM in Zoho One so that you can easily access Zoho FSM along with the other Zoho One applications. Log in to your Zoho One account and click the Configure settings icon at the top right corner. Click Applications from the left ...Integrating Zoho FSM with Zoho CRM
Zoho FSM for Zoho CRM is a must-have extension for increasing collaboration between your sales and service teams. It can benefit the sales and service teams by providing them with a consolidated view of customers, enabling quicker and more efficient ...
New to Zoho LandingPage?
Zoho LandingPage Resources