Unveiling New Zoho FSM Features: Scheduled Maintenance, Time-Based Workflow, and Multi-Day Appointment

Unveiling New Zoho FSM Features: Scheduled Maintenance, Time-Based Workflow, and Multi-Day Appointment

At Zoho FSM, the bounty of Thanksgiving continues. We are thrilled to announce the release of some of the most requested features: Scheduled Maintenance, Time-Based Workflow, and Multi-Day Appointment. These are the culmination of our constant efforts to improve our product so that we meet your needs and expectations. All these features will be available in our brand new Professional Edition.

Scheduled Maintenance 

Scheduled Maintenance allows you to set up jobs that will be automatically created at specific dates and desired intervals. This feature is useful when you need to provide ongoing services or maintenance on a regular basis without having to manually create the jobs every time. Scheduled maintenance is ideal for field services in various industries, be it pool maintenance, janitorial services, or regular inspection and maintenance of HVAC systems.

Effortlessly Create a Scheduled Maintenance Plan 

With an intuitive UI, you can easily create scheduled maintenance plans so that work orders and service appointments are auto-generated on desired dates as per the required frequency. Refer to the below video tutorial to learn how to create a scheduled maintenance plan.
 

View Comprehensive Details of the Scheduled Maintenance Plan

You will have visibility of the upcoming work orders and service appointments. This will help you make the required preparations for carrying out these tasks.
 

 
The Timeline of a scheduled maintenance plan will provide you with a clear breakdown of all the activities associated with its execution.
 

 
Under the Templates tab, you can see the details of the work order and service appointment templates used and edit them if required.
 

Flexibility to Suspend Scheduled Maintenance Activities at Anytime

At any time, you can suspend the activities related to the maintenance plans by marking it as inactive. Once a scheduled maintenance plan is marked as inactive, then all future records will be removed.


Proper Guidance For a Seamless Experience

To ensure smooth sailing with your scheduled maintenance plan, you will be provided with informative messages about Upcoming Schedules, Upgrade Alerts, and Scheduled Maintenance failure in the event of appointments being used up.
 

Time Based Workflows   

Use Time-based Workflows to automate triggering desired actions based on a specified date or time. Such workflows are helpful in setting reminders, follow-up tasks, and ensuring compliance with service level agreements (SLAs). These will aid in improving customer satisfaction thereby encouraging repeat business. The following examples will help you understand how you can leverage time-based workflows for your field services business:
  • Maintenance Follow-Up: Using a time-based workflow, you can automatically generate a work order in the future to facilitate maintenance services following the installation of an asset. This ensures that you stay organized and do not overlook any necessary follow-up activities.

  • Service Appointment Reminder: A time-based workflow can be set up to send a reminder to a field agent a day before their service appointment scheduled date. This can help ensure that the technician is prepared and available for the appointment.

  • Asset Warranty Tracking: A time-based workflow can be set up to reach out to the customer and discuss warranty extension options when the warranty is about to expire.

  • Service Appointment Confirmation: To improve customer experience, a time-based workflow can be set up to send an appointment confirmation email or SMS to the customer a day before the scheduled service visit.

  • Escalation Processes: With the help of time-based workflows, you can initiate escalation processes when certain criteria are met, such as an extended delay in resolving a request. This can help ensure that critical issues are addressed promptly and efficiently.


Refer to the help for details on how to create time-based workflows.

Multi-Day Appointments 

You can create appointments that span over multiple days. This will help you schedule appointments for complex or time-consuming services like installation, repairs, inspections, upgrades, or any other service that requires an extended period of time to complete.
 


We would love to hear from you about these features. Comment below or drop an email at support@zohofsm.com.



        • Recent Topics

        • Configuration failed: 200 response not received for POST request.

          Hello, I am trying to set up a webhook to connect with an Salesforce but I receive the following error from Zoho: Configuration failed: 200 response not received for POST request I have tried testing it on webhook.site as well and receive the same error

        • Zoho Migration Assistant not working

          Hello, I am trying to use you Migration assistant to migrate emails from Rediff to Zoho. I am stuck in the first step. After downloading the migration tool, I copied the link to verify user credentials, however, after pasting the link in the browser,

        • Paid Support Plans with Automated Billing

          We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

        • Scheduled Reports - Do not send empty report

          Hello, We are intensively using reports in the CRM, especially for sales managers.  When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?

        • Contacts Missing — PeopleSync/Zoho Mail

          English: In our company we use ManageEngine Mobile Device Manager (MDM), Free edition, to manage corporate mobile devices. Our usage policy does not allow personal Google accounts on these devices; therefore, Google account sync is blocked through MDM.

        • Best way to integrate Zoho with mobile app for managing customer requests with real-time notifications?

          Hello, I'm building a solution for a travel company where customers submit requests through a website, and the sales team manages these requests through a mobile app. The Requirement: Customers fill a form on the website (name, email, number of children,

        • Kaizen #57 - Mass Update API in Zoho CRM

          Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Mass Update API in Zoho CRM. In this post, we will cover the following: 1. Introduction 2. Mass Update Records API  3. Schedule Update and Get Status

        • Getting Attachments in Zoho Desk via API

          Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created

        • Multiple currencies - doesn’t seem to work for site visitors / customers

          I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would

        • Pincode based Product Restriction

          we have different types of products. 1) Very bulky items like plywood. 2) Too delicate items like glass These type of products we want to sell to local customers. Other products we want to supply all over India. There should be an option to restrict products

        • Can multiple agents be assigned to one ticket on purpose?

          Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

        • Related Lists filter

          I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".

        • Standalone custom function not generating logs

          Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.

        • Automated log-out/session end

          I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 

        • Add "Reset MFA" Option for Zoho Creator Client Portal Users

          Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,

        • Support Bots and Automations in External Channels

          Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

        • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

          Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

        • Creator HTML page refresh

          Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls

        • Zoho Desk - Custom Module Related List Columns on Tickets

          I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and I

        • Google Analytics import data inaccurate (as of October 11, 2025)

          We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is

        • What is your opinion of the new UI?

          Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?

        • What are the OAuth scopes needed to access the Zoho MCP server?

          I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as here

        • Support Uploading YouTube Videos Longer Than 60 Minutes

          Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API

        • Account blocked for IMAP use

          Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."

        • Is SMTP included in the free plan?

          My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. Thanks

        • Zoho mail issue.

          I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereas

        • My email is blocked from sending

          I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl

        • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

          Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

        • cannot recieve or send emails

          we are not recieving or cannot send emails.Shows sysytem error

        • Zoho Sites - contact us form

          I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable

        • Setting checkbox value on template in Sign from Creator

          Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":

        • switching from POP3 to IMAPI do I need to change settings in Web email?

          hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account

        • What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

          My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain

        • Collections Management: #5 Convenience on Offer, using Self-Checkout

          "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick

        • Uploading a signed template from Sign to Creator

          Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach

        • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

          Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended

        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

        • How to update custom multi-user field in Zoho Projects?

          I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

        • Tip of the Week #75– Manage your social media messages from a single shared inbox.

          Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate

        • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

          The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can

        • Next Page