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
Enforce upload of Pictures of finished job
We need to ensure our field techs take specific pictures and upload them, before they leave a job site. The pictures checklist varies depending on the type of job. What's the best way to prompt the tech and ensure they have uploaded the appropriate
Send Invoices to Quickbooks Online?
In our current Field Service Management software we can create an invoice for a job and then sync the invoice to Quickbooks Online where we send the invoice to the customer and receive payment. We can't use Zoho Books because Zoho Payroll doesn't have
Zoho FSM Estimate vs WorkOrder Pricing
Hello / Namaste I am building out Zoho FSM for a construction client, and my question is simple. Can we create an estimate using one retail price in Zoho FSM and then have it spit out a work order using a different price (cost) that we send to the subcontractors
Integrate Zoho RouteIQ into Zoho FSM
How to determine the most efficient route for a technician when multiple work orders are assigned on the same day? I think RouteIQ can help here.
ZOHO FSM Trial - Assets
Hi I am currently using Zoho CRM and looking at adding FSM. I am trialing FSM at the moment, to potentially move away from my current programme (SimPro) but have a query on the Asset system within FSM It looks like you can only create 1 asset "type";
Module field limitation - Assets
Hi, I would like to add additional single line fields to the asset module, though am unable to, as the option is greyed out. It appears the field is limited currently to a maximum of 17. Please refer to attached screenshot. Can this be increased? Thanks,
Zoho FSM Pricing
I just want to let you know that it may be worth revisiting the pricing model for Zoho FSM. I have already shown it to two clients who really were interested but the pricing/structure was so strange they both declined to move forward. It was understandable
Direction of Zoho FSM
I just want to chime in as I am introducing more clients to Zoho FSM. When I see terminology like "Product", or "Service" as it relates to what is going to be maintained, it give me pause. Most of my clients are maintaining their own facility. In other
Limit on Scheduled Maintenance
I see there is a 200/500 limit on scheduled maintenance. In most manufacturing companies, preventive maintenance is done on ALL key equipment. In addition all equipment that measures something is also calibrated/maintained on a scheduled basis. The client
Scheduled Maintenance not blocking dates when Service appointment template is used.
Hi When a scheduled maintenance has been booked for a Technician then the Service appointment gets created on the the scheduled date This is a problem because the Dispatchers will not remember that there is a scheduled maintenance for that technician
Zoho FSM - Entering Equipment
I am having troubles understanding parts vs equipment. I understand that an "asset" is a specific instance of a piece of equipment. But in zFSM, there is no place to enter "Equipment". Everything is either a part or a service. This seems like a massive
FSM
So as we wait for a sensible offline solution, I would love to play with all the current features. No intention of actually using it in anger but I find it helpful to fiddle to fully understand the various features. We had the 30 day free trial but trying
FSM
Can I ask where on the horizon an app that does not need network connection and can cache is please. We have decided that FSM for our company cannot yet be adopted due to this but we ae trying to understand our way ahead
Standard Work Instructions
Is there a place to store standard work instructions for regular/preventive maintenance? Example: A maintenance tech is to perform regular maintenance on a forklift every 6 months. There are specific instructions/checklist that must be followed each time.
Zoho Forms / Zoho Flow Estimate Creation - Work Types?
We are attempting to use a Zoho Form as a trigger in a Zoho Flow to create an estimate in FSM. The estimate creation works when adding services to the estimate but the issue we are having is getting the Work Types to be recognized and the Part Line Items
Limited to one Image Attachment in Service Reports
The ability to attach multiple before and after pictures of work performed is a vital feature for many field service companies. Current attachment limit is 10MB. When adding an image to the appointment notes field, it is producing an image with an average
Webforms in Zoho FSM: Create a Communication Channel for your Customers
Season's Greetings! 🎄 Looking for a way for your customers to be able to submit requests to Zoho FSM? Presenting Webforms in Zoho FSM. Using webforms, you can create forms that can be embedded in your website. These provide a user-friendly interface
Work Order - Parts line limitation
Hello, I have an open work order, where I've been adding parts over time and have now discovered that I can now longer add further parts and it appears limited to 20 items. 20 parts isn't very much and I could have 50 plus on some complex jobs. Could
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
Help finding an expert
I need a zoho expert to help create or customize an operations software in my industry using FSM as the core. I have a lot more information. I’d prefer someone located in the US simply for the time zone convenience. A point in the right direction would
Backordering/Purchase Order Work Holds
What is the recommended process within FSM to account for and process the ordering of backordered parts from an estimate? Example case: A field tech generates an estimate for a customer on-site that requires parts that are not on-hand and the customer
Zoho FSM for Bigin Topping: Unify Your Sales and Service Operations
Previously, we had introduced the Zoho FSM Extension for Zoho CRM. Adding to that umbrella of tools to unify your sales and service operations is the Zoho FSM for Bigin topping. The Zoho FSM for Bigin topping is essential for enhancing collaboration between
Module Customisation - Lookup function not available
Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.
Zoho FSM Integration Series #1: Zoho FSM and Zoho Books/Invoice
In this series, we will throw light on how you can leverage the incredible power inherent in Zoho FSM to extend its functionalities through integrations, both native and custom. We will delve into the numerous use cases that can be achieved through these
Slow FSM
Our first day of trying this in the field. In the office and on the app. Problems. 1. using the map on the app and using it via CarPlay Apple Maps gave an error of turn by turn not available. OK with google? 2. pressing the button to start the service
Zoho FSM - Customer feedback
We are looking to implement Zoho FSM as we already use many of the other Zoho applications and love how it integrates between platforms. We would like to customize the look of the customer report that is presented so it is a little less clunky and more
Zoho FSM Monthly Roundup: Sep '23
In the monthly roundup, we will bring you up to speed on what has been in the works at Zoho FSM. Custom Reports Zoho FSM has almost 30 in-built reports. You can now expand its scope by customizing it according to your needs. You have the flexibility to
Zoho FSM Introductory Series #1: Streamline Work Order Management
In this series we make fly-on-the-wall observations as the folks at Hot&Cold* (a company in Santa Rosa, CA that offers HVAC services) leverage the many features of Zoho FSM to steer their field services business to success. This will aid you in assessing
FSM excellent news with crm
Finally FSM has landed. Our two areas that we need are the ability for site engineers to report what they do normally with a check list plus a photo. Secondly to set reminders on assets for annual service visits. What is the time scale on this please.
How do get service request in Zoho FSM?
Hi, How do get service request in Zoho FSM? Is it possible to integrate with Zoho Commerce / Zoho Bookings? Thanks for answering.
Zoho FSM Extension for Zoho CRM: Synergize Your Sales and Service Teams
The Zoho FSM for Zoho CRM is an extension that augments the utility of Zoho FSM and Zoho CRM and enables the sales and service teams to work closely. It is another significant addition to the diverse feature set offered by Zoho FSM. Read on to find out
Join us for the Zoho FSM Product Tour Webinar
Hi everyone! We are excited to announce the Zoho FSM Product Tour webinar. Field service businesses are often trying to juggle operational efficiency, customer delight, and profitability. With customers accustomed to speed and convenience, most businesses
Introducing Zoho FSM, the end-to-field service management platform!
We are excited to introduce Zoho FSM, a powerful, one-stop field service management platform! Zoho FSM caters to service businesses, especially those with extensive and diverse field teams. These include service providers in industries like home services,
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