Prerequisites

- Standard edition or above of Zoho FSM

- Your Zoho FSM Org should be integrated with Zoho Invoice

Functionalities  

1. Create Zoho FSM Requests, Estimates, and Work Orders from a Zoho Invoice Customer or Quote
   
2. View notes of Zoho FSM records associated with a Zoho Invoice Customer or Quote
   
3. Manage Zoho FSM Records with Quick Actions
   
4. Transition a record from one Zoho FSM module to another
   

Install the Extension  

1. Navigate to Settings > Marketplace.
   
2. Under the All Extensions tab, search for Zoho FSM for Zoho Invoice and click it.
   
3. Click Install.
   
   
   
   
4. Select the Zoho Invoice organization where you want to install the extension, select the checkbox for terms and conditions, and click Next.
   
   
   
   
5. Click Connect.
   
   
   
   
6. Click Accept to allow the extension to access the required information.
   
   
   
   
7. Click Install Extension.
   
   
   
   
8. Select a Customer or Quote and click Zoho FSM.
   
   
   
   
9. Click Enable.
   
   
   

Manage Record Permissions

Permission Required: Super Admin of your Zoho FSM org

1. In Zoho FSM, navigate to Setup > Billing > Billing Setup and select the Extension Settings tab.
   
2. Click the Edit [ ] icon next to the Permissions heading.
   
3. In the Edit Permissions overlay, make the necessary changes and click Save.
   
   
   

Manage Conversion Mapping  

1. In Zoho FSM, navigate to Setup > Billing > Billing Setup and select the Extension Settings tab.
   
2. Under Conversion Field Mapping, click Configure for the conversion field mapping you want to manage.
   
   
   
   
3. Map the fields from the Zoho FSM modules to Zoho Invoice modules that you want to get copied during conversion and click Save.
   
   
   

Using the Extension     

Access and generate records for Zoho FSM modules within Zoho Invoice

1. From Customers/Quotes, select a record and click Zoho FSM.
   
   
   
   
2. If the customer is not present in Zoho FSM, click Sync/Sync & Continue to create the record in Zoho FSM.
   
   
   
   The customer of type Individual will be added as Contact and of type Business will be added as Company in Zoho FSM. In the left panel of the associated record in Zoho FSM, the link [] to the customer will be present under the Invoice Information section.
   
   
3. Click the Create dropdown button and select the module whose record you want to create.
   
   
   
   
4. In the Create <Record> page, enter the necessary details and click Save.
   
   
   

The created record will be listed here. Click on the record name to navigate to the record in Zoho FSM.

View Notes of Zoho FSM Records    

1. Within a Customer record in Zoho Invoice, you can view the notes added to it from Zoho FSM. You can also view the notes added to the Request, Estimate, Work Order, Service Appointment, and Asset records associated with the Customer record.
   
2. Within a Quote, you can also view the notes added to the Request, Estimate, and Work Order records associated with it.
   

1. From Customers, select a record and click the Zoho FSM tab.
   
2. Hover over a Request, Estimate, Work Order, Service Appointment, or Asset and click on the View Notes [ ] icon.
   
   
   
   User will be taken to the Notes tab, and the notes associated with it will be listed.
   
   
   
   
3. Click on the View Notes link displayed against the Contact/Company name. User will be taken to the Notes tab, and the notes associated with the Contact/Company will be displayed.
   
   
   

1. From Quotes, select a record and click the Zoho FSM tab.
   
   
   
   
2. Hover over a Request, Estimate, or Work Order and click on the View Notes [ ] icon.
   
   
   

User will be taken to the Notes tab, and the notes associated with it will be listed.



You can also choose the module whose records you want to select.

Manage Zoho FSM Records with Quick Actions  

1. Go to a Customers/Quotes record in Zoho Invoice and click the Zoho FSM button.
   
2. Hover over a Request, Estimate, or Work Order and click on More Options [ ]. You will find the following options:
   
1. Change Owner
   
2. Create Follow Up Work Order (this option will be available only for work orders)
   

Transition a record from one module to another    

1. Go to a Customers/Quotes record in Zoho Invoice and click the Zoho FSM button.
   
2. Hover over a Request, Estimate, or Work Order and select Convert to Estimate/Convert to Work Order from More Options [ ].
   
3. In the Convert to Estimate/Convert to Work Order page, make any necessary changes and click Save.
   

Error Scenarios  

Scenario 1: Integration requires admin privileges   

Scenario 2: Unsupported edition  

Uninstall Extension  

1. Navigate to Settings > Marketplace.
   
2. Click the Installed Extensions tab, and click View details for Zoho FSM for Zoho Invoice.
   
3. Click Uninstall click Yes in the confirmation message.