Introducing Zoho FSM, the end-to-field service management platform!

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, HVAC, construction, utilities, healthcare, telecommunication, and security. 
Their biggest challenge is handling operations efficiently from a central location while also ensuring a great service experience. It takes diligent planning, constant supervision, and efficient operations.
 
Zoho FSM automates the entire spectrum of field operations and ensures complete visibility for all service stakeholders, including field technicians, customer representatives, and sales teams. 
 
What makes Zoho FSM unique? 
 
Zoho FSM is a comprehensive field service management platform, designed to seamlessly manage the entire field service operations including customer management, work order management, workforce management, and invoicing and payments.
It can integrate with other Zoho services spanning sales, customer service, marketing, finance, and HR. This enables businesses to gain valuable insights and information from multiple functional units.

What problems do field service providers face?
 
- No single platform for all field service needs
- Lack of visibility over work at the site 
- Reduced productivity due to improper workforce management
- Rigid, inflexible solutions limit growth.
- Ineffective customer interaction resulting in a lack of customer retention.

How does Zoho FSM elevate field service management?
 
 
Zoho FSM gives you everything needed to manage field operations effectively in a single platform. It lets you process service requests and manage work orders. It allows you to track field agents, view schedules and select the right resource to dispatch. It also lets business owners track KPIs with reports.
Beyond this, Zoho FSM caters to workforce management, customer management, asset management, and inventory tracking. Having all the data and functionality on a single software minimizes errors and slip-ups that may cost a great deal to fix.


Handling billing and payments often require special software and expertise, resulting in slowing down revenue collection. Zoho FSM leverages the power of the Zoho Finance Suite for all invoicing and payment functionalities. This lets you turn work orders into branded invoices with a single click. It also simplifies taxes and lets you collect online payments through payment gateways.


 
The absence of a centralized communication platform can impede effective dialogue between call center agents, managers, field technicians, and customers. Effective communication with agents on the move is essential for visibility over the work. To achieve this, Zoho FSM comes with a mobile app for field agents. It lets them access all customer and job-related information and complete tasks on the go. The Zoho FSM mobile app enables live location tracking for improved scheduling. Field agents can upload notes and photos from the job site, fill out service reports, collect payments, and get the customer's feedback on the app.
 
 
With Zoho FSM, it is possible to manage large teams effortlessly by enhancing the coordination and efficiency of the workforce. The multi-user environment lets you assign different profiles based on your needs. Zoho FSM gives business owners an overview of the technicians' daily tasks, trips, and time-offs. Field agents can be sorted based on their skills and territory and grouped to form Crews for improved planning and productivity.
 
 
Zoho FSM has been made with the understanding that every field service business is unique. The customization components, like custom fields and profiles, let you personalize your experience and build additional functionality. You can also automate repetitive tasks with workflows, custom functions, and webhooks to save time and effort.
 
Integrations to extend Zoho FSM 
 
Zoho FSM integrates with other Zoho and third-party applications to ensure your business runs like a well-oiled machine. 
Zoho FSM is integrated with Zoho Books/Invoice to handle billing and payments. This lets you create branded invoices in a click and collect online payments through a host of payment gateways. You can also define country-specific taxes and support multiple currencies. 
The Zoho Inventory integration lets you access features like serial number tracking and multiple warehouse management to make stock keeping easier.  
The Zoho FSM extension for Zoho CRM lets you merge sales and service. You can sync records bidirectionally between the applications and view FSM records contextually in your CRM.
Beyond this, you can integrate with other third-party apps using REST APIs provided by Zoho FSM.
 
Deliver a memorable service experience every time.
 
Delivering a great customer experience is impossible without improving organizational processes. With efficient scheduling and timely updates, customers are always kept in the loop and never kept waiting. The provision to store and access customer details and job history helps in providing the ideal solution each time. At the site, the technician, skilled and equipped with the right parts, completes the job to the customers' satisfaction.
 
 Zoho FSM cuts down operational complexities and helps businesses refocus their energy on growth. A strong system can reduce operational costs while boosting revenue, creating a more profitable business model.
 
Zoho FSM has a flexible, appointment-based pricing plan that lets you choose based on the number of appointments you will be creating each month. You can add any number of users to your Zoho FSM without an increase in prices.
 
Try Zoho FSM today. Visit www.fsm.zoho.com and get started with the 15-day free trial.
You can also write to us at support@zohofsm.com with your queries and requests. 
 
For more information on Zoho FSM,  you could check out the following 
- Zoho FSM for Android and iOS
- FAQ 
 

    • Recent Topics

    • Branding of native system emails

      Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only

    • Slow uploads of large files

      I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going through

    • Migrate Your Notes from OneNote to Zoho Notebook Today

      Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

    • need to upload from airtable to google drive

      I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicate

    • Can't delete functions that are associated with deleted workflow rules

      We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functions

    • Default Sorting on Related Lists

      Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

    • Credit Management: #1 Credit You Owe vs Credits Owed to the Business

      Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they're

    • Tip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'

      Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questions

    • Enhancing Zia's service with better contextual responses and article generation

      Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

    • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

      We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field

    • CRM/Bookings integration edits Contact names

      Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated

    • Domain Change

      “Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”

    • Webhooks Limit Exceeded

      Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creator

    • Auto select option in CRM after Zoho Form merge

      Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown

    • Bring your CRM data straight into your presentations in Zoho Show

      Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjusting

    • Improved RingCentral Integration

      We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

    • Introducing New APIs in Zoho Contracts

      We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to complete

    • Vimeo

      For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.

    • Delete a department or category

      How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

    • Organization Emails in Email History

      How can I make received Org Emails to show up here?

    • Deleting Fields in CRM Deletes Views in Analytics

      Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This ranges

    • How to setup pricing in Zoho

      Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,

    • Prefilled Date fields auto-changed and then locked when using “Edit as new”

      If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today

    • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

      Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

    • Access Phone Field Components (Country Code) Directly

      Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,

    • Send mass messages through WhatsApp from the Tickets module

      Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted

    • Lead Owner Signature Merge Field

      I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields

    • How do I create a time field?

      I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field

    • Alternating columns - How to reverse order on mobile - Responsive template

      Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row

    • InvokeURL butchering JSON for OpenAI API calls

      My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to

    • Custom order for Current Stage (Blueprint field)

      Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!

    • CRM E-mail Sync from Outlook

      We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.

    • Run your help desk on your schedule

      In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk.   In order to accommodate teams that work

    • The Customer Happiness REST API is broken

      1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls per

    • Automatic Department and Employee Sync Between Zoho One and Zoho People

      Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

    • Zoho Expense and Chase Bank Visa credit cards - Direct Feed?

      Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go

    • Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

      " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice

    • Image inputed in Zoho Form were displayed to small in exported version

      Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation

    • API. How do I get responses submitted to the form?

      Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT

    • Question about Zoho CRM Professional plan users

      Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!

    • Next Page