Essentials of Zoho FSM

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 service tasks.

Jobs created for carrying out the service tasks 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.

Indicate the professional capabilities of the field agents. When a work order is created, the required skills needed 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.

A template for a work order. Use these templates to create work orders quickly and to avoid repetitive data entry.

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                      Still can't find what you're looking for?

                      Write to us:



                        Zoho Marketing Automation

                          Zoho Sheet Resources


                              Zoho Forms Resources

                                Secure your business
                                communication with Zoho Mail

                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times

                                  Carry your calendar with you
                                  Anytime, anywhere

                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now

                                              Zoho SalesIQ Resources

                                                  Zoho TeamInbox Resources

                                                          Zoho DataPrep Resources

                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW

                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now

                                                                                    • Related Articles

                                                                                    • 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 technicians 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 ...
                                                                                    • Importing Data to Zoho FSM

                                                                                      Data from external sources can be added to FSM. You can easily populate data in the modules in bulk. External data can be imported to FSM in three simple steps: Upload your data file Choose your import option Map fields in FSM to columns in your data ...
                                                                                    • Exporting Data from Zoho FSM

                                                                                      You can export the data in select modules of FSM to a CSV file. Along with the module data, you can also export data related to the module, such as Notes, and Addresses.    You can export data from the Contacts, Companies, Assets, Requests, ...
                                                                                    • Using FSM Mobile Offline

                                                                                      The Offline Mode of the FSM Mobile app enables you to access the data in your mobile app even when the internet connectivity is poor or non-existent. The offline mode of the FSM mobile app will come into effect when the offline mode is enabled and ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace



                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.

                                                                                        Zoho Show Resources