Field Technician Management

Field Technician Management

The field technicians conduct the requested field services at the contact location. Each field technician has territories associated with them that denote their areas of service.
  1. To add a field technician, create a user with the Field Technician profile.
  2. The default service territory added during a new Zoho FSM account creation will be assigned to all field technicians until another territory is created.
  3. Only field technicians associated with a service territory can be assigned to the service appointments in that territory.

Edit Field Technicians 

To edit a field technician:
  1. Navigate to Setup > Workforce Users and select the Field Technician tab.
  2. Select the name of the field technician and click Edit to modify the profile details.
  3. Click + New Line for Territories to add the territories for the field technician.
    Select a territory, and set the Start Date and the End Date and click Save.
    The period between the 
    Start Date and the End Date is when the field technician will be active in that territory.
  4. Click + New Line for Skills to add the skills for the field technician. Select a Skill and Rating. Click  to save. You can delete an entry by clicking the Edit [] icon and then the remove (X) icon.
    Ensure that you create Skills before you attempt to assign it to a field technician.
Details of any crew the field technician is part of will also be listed here.

Points to remember
  1. Start Date is a mandatory field.
  2. If an End Date is not provided for a territory, then the field technician will continue to be active in that territory until one is set.
  3. When the field technician is no longer active in any of the assigned service territories, the field technician will automatically be considered inactive. Only active field technicians can be assigned to service appointments.
  4. When you move the field technicians or crew under a service territory you are deactivating to a different service territory, the current date will be assigned as the Start Date of the new territory.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources

                      Zoho TeamInbox Resources

                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW

                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now

                                                          • Related Articles

                                                          • Crew Management

                                                            A crew consists of several field technicians who are grouped together to conduct a specific task. Each crew is assigned a lead. Create Crews To create a crew: Navigate to Setup > Workforce > Crew and click New Crew. Perform the following actions, ...
                                                          • 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 four built-in profiles in the Zoho FSM application: Administrator, Customer ...
                                                          • 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 contact service requests and service personnel. For example, service ...
                                                          • Configure Field Service Process

                                                            Schedule Status You can configure the name, colour and the description associated with the status of a work order, service appointment, estimates or a request. Navigate to Setup > Customization > Status Settings. Select Work Order, Service ...
                                                          • Field Updates

                                                            Field Updates used with Workflow Rules will enable you to automatically update the value of a field based on some criteria. For example, use a workflow rule to identify regular customers and reward them appropriately. Create Field Updates To create a ...



                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.

                                                            Zoho Show Resources