Zoho FSM | Service Territory Management

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 territories can be different regions where an organization provides their field services. Service personnel such as dispatchers and field agents are assigned to these service territories who then handle the service requests in their region.

Permission RequiredTerritories
- Find out the Edition-specific limits for Service Territories.

Create Service Territories

To create service territories:
  1. Navigate to Setup Workforce > Service Territories and click New Territory.
  2. Enter the following details, then click Create:
    1. A name in the Territory Name field.
    2. The address of the service territory base in the Street, City, StatePostal Code, and Country fields.
    3. A Description.


The newly added service territory will be listed as shown below:



You can also search for a service territory from the territories list by clicking on the search [] field and typing in a name.



A default service territory will be added when a new Zoho FSM account is created.

Editing Service Territories

To edit service territories:
  1. Navigate to Setup Workforce Service Territories.
  2. Click the name of the service territory you want to edit. Click Edit. Modify the required details and click Save.
    You can also find the Edit [] option by hovering over the service territory.

View Service Territories

The details about a service territory will be displayed under the following sections:

Overview

The overview displays all the details about the service territory.


Resources

All the service resources assigned to the territory will be listed here. A service resource is active in a territory if their End Date for the territory is not in the past.

Add Resource

To add a resource to a territory:
  1. Click the name of the service territory you want to add the resource to.
  2. In the Territory overlay, click Add Resource.
    Alternatively, hover over the service territory and select Add Resource from the more options ] menu.
  3. Select a user, and set the Start Date and the End Date and click Add.
    The period between the Start Date and the End Date is when the user will be active in that territory.


Only after you assign a territory to the user, will:

- The user be listed in the Service Resource dropdown of the Create Appointment overlay, provided the service appointment is created for the same territory.

- The user be listed under the territory in the Gantt view of Dispatch Console


Hover over an entry and click the Edit [] icon to modify it.



    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
      Redefine the way you work
      with Zoho Workplace

        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 Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Service Appointments

                                                                                                    Service appointments are jobs created for carrying out the services in a work order. These service appointments are assigned to field agents or crew who will then perform the services at the contact location. As many service appointments as the ...
                                                                                                  • 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, ...
                                                                                                  • Service Tasks

                                                                                                    Service tasks are subtasks or child tasks that you can add to a service. When you want to handle a service that is a composite task consisting of several activities, then creating service tasks for the service will come in handy. For example, ...
                                                                                                  • Service Reports

                                                                                                    A service report can be created for an appointment. It will capture the details of the service appointment, the associated contact details, and other inputs of customer acknowledgement such as signature, and rating. - Permission Required: Service ...
                                                                                                  • Service Appointments

                                                                                                    Is there a provision to reschedule appointments? Can we reschedule an appointment for past and future dates? Yes. In the appointment details overlay, you have the option to reschedule the appointment. You can change the dates, field agent, and more. ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

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



                                                                                                      eBooks

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



                                                                                                      Webinars

                                                                                                      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