Set Up Workforce
Shift Management
Shifts in Zoho FSM let you define and manage the working hours of your field resources in a structured and consistent manner. By creating shifts and assigning users to them for specific date ranges, you can accurately represent resource availability, ...
Territory-based Permission
Territory-based Permission in Zoho FSM allows you to control user access to records based on the territories they are assigned to. This ensures that users only view and work with the data relevant to their assigned territories, improving security, ...
Managing Attendance
Using the Attendance module, you can efficiently add, manage, and monitor attendance logs for users across your organization. This provides clear visibility into day-to-day workforce activity. Permission Required: Attendance Logs Checking In/Out The ...
Equipment Management
An Equipment is a tool or vehicle that is owned by a field services organization and is utilized to perform various field services. These equipment are essential for ensuring that services are delivered efficiently, accurately, and safely. The right ...
Time Off
The details of time off can be accessed from the Time Off menu under the Workforce tab. You can create time off for other users. The ones created from the mobile app will also be listed here. Available in Editions: Standard, Professional, Premium ...
Trips
A Trip represents the travel undertaken by a field agent during their workday. It helps track the field agent’s travel time and distance—whether they are commuting to a service location, moving between appointments, or traveling as part of any ...
Profiles and Permissions
A Profile defines the set of permissions and accessibility within the application. In FSM, there are two types of profiles: Standard Profiles Custom Profiles Standard Profiles There are five standard or built-in profiles in the Zoho FSM application: ...
Set Up Skills
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. In the dispatch ...
Crew Management
A crew consists of several field agents who are grouped to conduct a specific task. Each crew is assigned a lead. Available in Editions: Standard, Professional, Premium Create Crews Permission Required: Crew Find out the Edition-specific limits for ...
Service Territory Management
Service territories are domains that can be geographical, departmental, commercial, or based on any other way you want to segment your business. This demarcation helps you manage service requests and service personnel. For example, service ...
User Management
Zoho FSM offers a multi-user environment by supporting different profiles. A Profile defines the set of permissions and accessibility within the application. There are five built-in profiles in the Zoho FSM application: Administrator, Dispatcher, ...