Permission Required: General Permissions

1. General company details
   
2. Locale Information
   
3. Business Hours
   
4. Holidays
5. Currencies Used

Company Details  

1. The address, phone numbers, and the location. These details will be used in Estimates, Invoices, and Service Reports. 
   
2. The organization time zone and the currencies used.
   
3. The unit of measurement for distance. You can either choose Kilometres or Miles.

1. Navigate to Setup > General > Organization Details and click Edit.
   
2. In the Edit Company overlay, enter the required details and click Save.

The timezone of the FSM organization will be displayed next to the DateTime fields in case the timezone of the FSM organization differs from that of the system timezone.

Company Logo

To add a company logo:

1. Navigate to Setup > General > Organization Details and click the placeholder [] for company logo.
   
2. In the Add Logo popup, click a slot.
   
3. In the Upload Image popup, click Choose file to upload and select the image for your logo.
   The supported file formats are .png and .jpeg. The maximum allowed size of the image is 5MB.
4. Resize the image if necessary and click Upload.
   
5. Click Close.

Mark Business Hours

You can define the official business or working hours of your organization.

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 Available in Editions: Standard, Professional, Premium

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To set the business hours of your organization, do the following:

1. Navigate to Setup > General > Organization Details and click Configure for Business Hour Details.
   
   
   
   
2. In the Business Hours overlay, select the required options and click Save.
   
   
   

In the dispatch console Gantt area, the business hours will be shaded white. Also, in the Day view, the Gantt area will scroll to the start of the business hours. In the Week view, the start of the week will be considered from the day selected for Week Starts On.

When creating or editing a service appointment, the Scheduled Start Date Time dropdown will display values starting from the beginning of business hours.

Manage multiple currencies

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 Available in Editions: Standard, Professional, Premium

1. Navigate to Setup > General > Currency and click Add Currency.
   
2. In the Add Currency overlay, enter the required details and click Create.
   

Holidays

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 Available in Editions: All Editions

1. Navigate to Setup > General > Holidays.
   
2. Select the year for which you want to add the holidays and click Add Holiday List.
   
   
   
   
3. Click +New Line. Enter a Holiday Name, and Holiday Date. Click Save.
   You can delete an entry using the remove () icon.
   
   

1. Gantt view of the Dispatch Console
   
   
   
   
2. Users Details and Crew Details page
   
   
   
   
3. Service Resource Details popup in the Gantt view of the Dispatch Console
   
   
   
   

4. In the mobile app, the information about a holiday present for the day will be shown in the calendar view of the Service Appointments screen.
   
   

Manage holidays 

 

Deleting FSM Organization

1. Navigate to Setup > General > Organization Details.
   
2. Click Delete Zoho FSM Organization.
   
   
   
   
3. You will be provided with options based on whether your Zoho FSM account is in a Paid edition or not.
   Zoho FSM account is in a Paid edition
   You will not be allowed to delete the Zoho FSM organization.
   
   
   
   Zoho FSM account is in the Free edition
   The users in the account have to be deleted or deactivated before you can delete the FSM organization. Click Close in the Unable to delete Zoho FSM Organization popup.
   
   
   
   
4. After the users are deleted or deactivated click Delete Zoho FSM Organization. Click Delete Zoho FSM Organization in the confirmation message.
   
   
   

What will remain unaffected? 

1. Any Zoho Books or Invoice organization integrated with this FSM organization will not be deleted.
   
2. Any FSM data pushed to or synced with an integrated Zoho or third-party application will remain unaffected.
   
3. The deletion will affect only the organization in question. Any other organization associated with the user will remain unaffected.