Tips
Multi-Region Support in Zoho FSM
Zoho FSM offers features that will aid businesses spread across countries in managing their operations. Consider a company Zylker Inc. that offers snow removal services in Alaska, and Montana in the USA, and Quebec, and British Columbia in Canada. ...
Tips - Invoices
Can I customize the invoice sent to customers? Yes, you can customize your invoices you send to your customers. Zoho Books/Invoice offers many in-built templates. You can find them at Settings > Templates.
Tips - Dispatch Console
How can I customize the columns shown in the service appointments list of the dispatch console left panel? The following details of the appointments will be shown by default in the service appointments list: - Appointment Name - Summary - Actual ...
Tips - Integrations
Does the FSM-Invoice integration support bidirectional sync? Yes, the FSM-Invoice integration does support bidirectional sync. Is it possible to integrate FSM with an existing Invoice organization? Yes, it is possible to integrate FSM with an ...
Tips - Mobile App
Will the mobile app for the field agent work in offline mode? Yes, the field agents can use the FSM mobile (Android) app in offline mode. Is there an accept/deny option for service appointments in the mobile app? No, as of now there is no option to ...
Tips - 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. ...
Tips - Work Orders
What is the Type field in a work order used for? Is this field customizable? The Type field is used to indicate the nature of the service the work order is being created for. E.g. Service (for providing among others, repair, installation, or ...