Zoho FSM | Set Up Skills

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.

Permission RequiredSkills
- Find out the Edition-specific limits for Skills.

Create Skills 

To add a skill:
  1. Navigate to Setup > Workforce > Skills and click Add Skill.
  2. Enter the following details, then click Create:
    1. A name in the Skill Name field.
    2. Description of the skill.


Manage Skills 

You can edit or delete the skills:
  1. Navigate to Setup > Workforce > Skills.
  2. Hover over the name of the skill for the Edit [], and Delete [] options.

Assign Skills to Agents 

Refer to this section for  details of how skills are assigned to field agens.

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