Customer members area
Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.
Critical Need for Global Search in Zoho FSM
Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering
Desk and FSM 2 way communication
is it possible for a work order created in FSM under a certain category (E.G Health check and Panel Clean) to automatically create a ticket in Zoho DESK?
Zoho FSM Assign request to a technician
Dear Community, I’m exploring whether Zoho FSM allows requests to be automatically assigned to the technician responsible for a specific asset. The reason for this is that different technicians specialize in different types of equipment. When a request
Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM
hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier
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!
FSM - How to ADD PHOTOS to Estimates & Invoices
How can you add photos to estimates and invoices that are being emailed to the client so the can see what you are estimating and your completed work?
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?
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
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
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.
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
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
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
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
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