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.
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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 - 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. ...Retainer Invoices
Available in Editions: Standard, Professional, Premium What is a retainer invoice? A Retainer Invoice is used to collect an advance payment before any work is actually performed or completed. Here's how it works in practice. A customer agrees to hire ...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 ...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? Yes, there is an option to accept or ...