Set Up Workforce
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. Create Time Off To create a time off: Select Time Off from ...
Trips
The details of trips can be accessed from the Trips menu under the Workforce tab. Trip details can be added for service appointments. Create Trips To create trips: Select Trips from the Workforce menu and click Create. Perform the following actions, ...
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 indicate the professional capabilities of the field agents. When a work order is created, the skills required to accomplish the work order are added. The agents or crew will later be assigned to the service appointment based on their skills. - ...
Crew Management
A crew consists of several field agents who are grouped together to conduct a specific task. Each crew is assigned a lead. Permission Required: Crew Find out the Edition-specific limits for Crew. Create Crews To create a crew: Select Crew from the ...
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, ...

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