Overview of Zoho FSM

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 automated, such as work order management, scheduling, dispatching and tracking of service appointments, and invoicing. This eliminates the burden of paperwork and other tedious manual tasks that usually bog down field service activities.

By providing a unified platform that allows users to segue into the different field processes, Zoho FSM helps users carry out their tasks efficiently. The availability of composite, real-time information about the process entities provides users with the visibility that helps enhance first-time fix rates and lessen process errors. Field technicians have access to pertinent data to complete their assigned tasks swiftly and efficiently. Service appointments can be scheduled based on their territory, and dispatched to the most appropriate technician to ensure minimum turnaround time. The mobile app is a handy tool for the on-the-go field technicians. Built-in invoicing features ensure that billing times are greatly reduced, resulting in immediate payments and realization of revenue.

Why use Zoho FSM?

Let's consider the case of Hot&Cold, a company in Santa Rosa, CA that offers HVAC (heating, ventilation, and air conditioning) services. The services by Hot&Cold include HVAC installation, maintenance, repairs, and retrofit. Its workforce of over 50 experienced and certified technicians cater to the needs of homes and businesses alike. Hot&Cold has been grappling with disparate software systems that they have been using to handle scheduling of appointments, invoicing, and payments. Their work was also hampered by the use of paper forms whose handling and maintenance took a great number of the call center agents, often resulting in lost business.

Zoho FSM is an ideal fit for companies like Hot&Cold, which would substantially benefit from a solution that automates their end-to-end field processes.

By adopting Zoho FSM, all the stakeholders of Hot&Cold can gain necessary visibility over tasks and information that are relevant to their roles and responsibilities. Irrespective of the size of your team, your geographical expanse, employee types, or services provided, Zoho FSM will be the right choice to fast-track your business to greater success.

Key Benefits

With Zoho FSM, the benefits are multifold, including:

Streamline field operations: Automation of work order management helps streamline incoming service requests and eliminate redundant manual work. You can assign work to the right technician based on skill and location and expedite handling of commonly requested services. You can also efficiently manage invoices, quotes, and all back office operations.

Improve technician productivity: The FSM Mobile App for technicians help them to keep track of their appointment details, create service reports, raise invoice and receive payment. The app also aids in engaging with the customer, procuring the required parts needed for the service, and navigating to the service location. The work can be assigned to the nearest technician thereby decreasing delay in reaching the customer's place.

Efficient team management: Zoho FSM offers a multi-user environment by supporting different profiles: Administrator, Customer Service Agent, Dispatcher, and Field Technician.  Additionally, you can manage service teams through Crews. You can manage multiple service areas like geography, departments, and commerce, using Territory management. Above all, Skills help segregate and manage technicians.

Impress your customers: You can engage with customers over multiple channels, via emails, and phone. Customers can make payments for services rendered either through online or offline mode. They can also choose to cancel or reschedule service appointment based on their convenience.

Ace process KPIs: Maintaining optimum values for key performance indicators is crucial for any business. Using Zoho FSM, you can ace some of the key KPIs for fields services like first-time fix rates, work orders closed per day, technician idle time, among others.

Feature Highlights

Manage your workforceZoho FSM allows you to set up your field service organisation by defining your Administrators, Dispatchers, Customer Service Agents and Field Technicians. You can also add pertinent details about the territories they work in and the technician's skills.

Customize FSM for your businessZoho FSM is built to adapt to your organization's unique requirements. You can personalize your account to add industry-specific data components and specialised workflows. It is also possible to integrate Zoho FSM with any third party service.

Schedule and dispatch with efficiencyYou can create intra-day schedules spanning across days. Use Zoho FSM's built-in Gantt and map views to manage your work requests, schedule appointments and assign the right field technicians based on their skills and the location.

Work Order Management
Manage myriad work orders, whether they need to be assigned to multiple technicians or to a crew. You can also schedule multiple day appointments, and create a Service Report once the work is completed.

Estimates, Invoicing and Payments
Zoho FSM lets you create detailed estimates and invoices that go with your company's branding. To facilitate invoicing, and payments, Zoho FSM has built-in integration with Zoho Books. Your field technicians can create invoices and facilitate online payment for appointments.

Manage Customers
Customer details can be easily managed, and you can view the complete history of the customer's previous requests, work orders, invoices, and payment.

Mobilize your workforce
Transform your technicians into a formidable field unit with the Zoho FSM's mobile app. The app can be used to check their schedules, accurately navigate to the service locations, log authentic data from out in the field (including attaching photos and adding notes), take the right equipment, create service report, and easily collect online payments.

Service Analytics and ReportsUse over 20+ built-in reports and dashboards to improve service performance. You also have the option to create custom reports to track the KPI's, identify pain points, and to make smarter data-driven decisions.

Integrations: Zoho FSM can be integrated with any service that supports a token-based authentication or OAuth. For example, it can be integrated with an SMS provider to send SMS messages to customers so as to keep them updated on any change regarding the service request. It can also be integrated with any accounting solution.

REST API's: Integrate using the APIs to start syncing work orders across services in real-time.

Zoho FSM Process Flow

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