Custom service report or Zoho forms integration
Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different
Unified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily
Equipment Scheduling for Efficient Field Service Operations
Zoho FSM helps you nail the critical aspect of field service management, i.e., scheduling the right technicians to the service appointments. Ensuring that technicians have access to the right tools and machinery for their job is also of paramount importance.
Rescheduling service appointments
I want to be able to schedule the same resource for several service appointments whether or not they are closed out or rescheduled. I dont want them to conflict....i want to be able to double book our techncians. Is there a way?
How to download Job Sheets in Zoho FSM?
Hello, I'd like to download copies of completed job sheets as PDF's for upload to a workdrive to keep an audit record of completed Job checkout sheets. I do not see download of this file type as an option - any help is appreciated!
RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
JOB Sheet can not send PDF as service rapports and more info needed other topic
Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk
Ensure Consistent Service Delivery with Comprehensive Job Sheets
We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
Import customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from CMMS and QBO.
It seems like the importing of customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from other CMMS and accounting systems like QBO should be more "baked into" the product. I can't really test the
Proposal for Creating a Unique "Address" Entity in Zoho FSM
The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides
Integration of Live Tracking System with Zoho FSM for Technician Location Monitoring
Dear Zoho Support Team, We have a Zoho Creator application that contains appointment information, linking our customers and technicians. We are looking to create a live tracking system that captures and updates the real-time latitude and longitude of
Email Notifications on Estimate Approval?
Is it possible to for the estimate owner (or a fixed email address) to be sent an email notification when a customer approves an estimate? I have not found a way how. I created a workflow that is triggered by an estimate being edited and the status field
Permission Error when Editing Custom Functions in Zoho FSM
I am experiencing a permission error when attempting to edit a custom function in Zoho FSM. When I click the edit button on any custom function, I receive a permission-related error message in the browser console. This issue is preventing me from modifying
Syncing Zoho FSM with Zoho CRM, Zoho Desk and Zoho Books
I'm currently on the trial and I'm wondering what the best setup would be to integrate with Zoho CRM, Zoho Desk, and Zoho Books. In Zoho CRM the native integration to Zoho FSM appears to use Zoho Books in the middle to sync the Zoho CRM Contacts and Parent
Our company's Resource management - company equipment and vehicles for field services
Hi, I'm trying to figure out how to manage our company vehicles and equipment in FSM. If the vehicle or specific equipment is allocated to a schedule job, then it must be marked as "unavailable" for scheduling other jobs that require that same vehicle
Trial Again
It looks like the FSM is improving. When we trialed it it did not meet our needs. Can i check where it is. 1. Does it work off line to see appoitments, customer details and fill in job sheets? 2. Can it integrate with CRM as we combine sales visits with
FSM Job Sheets data to CRM
Hello, is there anyway of getting the data collected in the job sheets into the CRM. We are collecting inspection data which we were using zoho forms for but the job sheets in fsm seem like a lot better way to collect it but we need to be able to get
Announcing Multi-language Support in Zoho FSM
Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -
How can we intergrate Zoho Forms?
We have multiple different forms for different work orders to close them out for our techs - how can we integrate Zoho Forms with Zoho FSM
Way to schedule non-service items
I am considering using FSM, but it seems like it would create a need to bounce back and forth between FSM and calendars apps. It would be nice to use this as the company calendar. However, the pricing is based on appointments, which seems odd. We put
Custom Reports for Meaningful Insights and Decision-Making
Zoho FSM provides an extensive array of over 20 standard reports that deliver valuable insights into your field service management operations. These reports can be easily cloned and customized to fit your specific requirements better, allowing for greater
Zoho Bookings 2 Zoho FSM
Hi, Is it possible to directly or indirectly integrate Zoho bookings with Zoho FSM. It would be great if a customer could book themselves in an available timeslot for a service appointment and pay for it.
FSM work order creation on books quote approval
I have followed https://help.zoho.com/portal/en/kb/fsm/custom-integrations/zoho-books/articles/perform-actions-in-zoho-fsm-on-estimate-approval-in-zoho-books#Step_1_Create_a_connection_for_Zoho_FSM_in_Zoho_Books in order to create a work order in FSM
Problem with Scheduled Maintenance Options
I am experiencing an issue with establishing Scheduled Maintenances for my client. They perform "filter changes" every six weeks, but because zFSM has built in intervals it seems impossible to schedule. Options are currently: Every 1 Week Every 2 Weeks
Streamline Recording Payments Using the New Payments Module
A new Payments module has been introduced, allowing you to record all payments received for services rendered, whether made directly to technicians on-site or through other payment modes. Users can record payments against either a specific Company or
Zoho FSM in spanish or with Multilingualizer???
Is it possible to have a Spanish version of this app or connect it with Multilingualizer to be able to use it in that language? or any solutions? We urge...
Introducing Grid View in Dispatch Console - Ideal for Quick Appointments
The Dispatch Console is the heart of Zoho FSM where the bulk of service appointment scheduling and dispatching takes place. Here, the dispatcher has at their disposal all the information required to assign the right technician to the service appointments
Work Type - Limitation
Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.
Lookup fields
Is there any way to add Lookup fields to Zoho FSM -- I do not see the option but I see default lookup fields in different modules
Zoho FSM Extension for Zoho Desk: For Enhanced On-Site Assistance and Unified Customer Support
We are stoked to present to you Zoho FSM for Zoho Desk, an extension that will help you convert Zoho Desk tickets that require on-site assistance into field service requests in Zoho FSM, ensuring a smooth hand-off from the help desk to field technicians.
Trying to sync calendar via iCal, CardDAV
I'm trying to sync my calendar with my Outlook calendar need to use iCal, CardDAV or a URL for the calendar
Send service resources a SMS via twilio once a service appointment is assigned to them
I'm currently working on integrating Twilio with Zoho FSM to automate SMS notifications for our service resources. Specifically, I want to send an SMS to our technicians as soon as a service appointment is assigned to them in Zoho FSM. I believe this
WhatsApp Integration for Superior Support and Communications
WhatsApp's widespread adoption and familiar interface makes it an ideal choice for businesses to interact with customers directly, providing customer service, support, and updates in a user-friendly manner. Zoho FSM's integration with WhatsApp helps you
Spruce Up Your Service Documents With Our Customizable PDF Templates
In your business communications with your customers, you need to ensure that you maintain a consistent and professional look and feel for your service documents. Zoho FSM's customizable PDF templates will help you with this. Suite of System-Defined Templates
ZOHO FSM - ADD More options on "Available Columns" IN AP's
Hellow team! It would be so cool, if we could see from the dashboard FSM WEB, if we have been created a service report on the AP's. Add a "service report status" on the configuracion of the columms
Working with Flat Rated Pricing and Dynamic Tech Payments
So my business does flat rate jobs as well as hourly but our tech payment varies per tech -- how can I set this up where i enter the tech payment for that particular service appointment and it will calculate my profits for that work order still. And we
Access Data Offline in the Zoho FSM Mobile App | Combat Connectivity Challenges
One of the challenges that field agents face on the job is the myriad environments they have to work in. When working in underground or confined spaces or in remote or rural areas, they often have to deal with unreliable or poor network connectivity.
Import Old Tickets from Previous Field Service Software
I'm trying to figure out the best way to import old tickets from mhy old FSM software ServiceM8
Parts vs Products
I'm a bit confused regarding Parts vs Products. Example: I have a plating tank that is used for dipping metal products in. I am assuming that that is a "product", and the asset would be any "instance" of that product. For example, Tank #37278 at location
Leverage the Power of Zoho FSM Record Templates to Simplify Work Order Creation
What to Know About Record Templates Use Record Templates to easily create work orders using previously recorded values. Thus, they help you quickly and accurately capture data in a work order record, reducing the repetitive manual effort. The following
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