Zoho FSM Introductory Series #1: Streamline Work Order Management

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 Zoho FSM and its suitability for your business.
 
*Hot&Cold is a fictional company created for this series.

Ready, set, go with every Request




How Zoho FSM made a difference

  • Dedicated Requests module
    The Requests module in Zoho FSM is designed to facilitate easy request management and tracking. It captures all the essential details needed for efficient request processing. Additionally, you have the flexibility to customize the Requests module according to your specific needs.



  • End-to-end support from request to service appointment
    The requests that are generated can be easily transformed into estimates or work orders. This not only reduces the need for manual input but also ensures that the data remains consistent from the initial request to the subsequent service appointment.

  • Triage requests with ease
    The Status and Priority associated with requests help you manage them efficiently so that requests are handled with the urgency and attention it requires. Convenient filter and search options enable you to find the requests easily.

  • Associate with territories, contacts, or companies
    Requests can be generated from either the Contacts or Companies module, allowing users to view all requests associated with a specific contact or company in a single place. Also, it is possible to allocate a territory to a request, ensuring that only the relevant field agents are assigned to the service appointments generated from these requests.

Don't keep them guessing with your Estimates !



 

How Zoho FSM made a difference

  • Send estimates from Zoho FSM
    From Zoho FSM, send branded estimates that include a link for approval or rejection. Based on the status of the estimate, a whole gamut of actions can be performed. The status of the sent estimate emails can be checked within the estimate record.



  • Convert to Work Order
    Once the estimate is approved, you can easily convert the estimate into a work order. This ensures that the work order created captures the services and parts that have been vetted by the customer.

  • Customizable Estimate Email Templates
    Using customizable templates, send accurate, and professional estimate emails in no time, every time. Minimize mistakes or omissions that may occur when estimate emails are manually created.

Manage your Work Orders with alacrity



 

How Zoho FSM made a difference

  • Dedicated Work Orders module
    Zoho FSM helps you create comprehensive work orders that capture all the required services and parts. From a work order, you can create service appointments for the services added.



  • Ensure follow-up
    Periodic follow-ups are necessary for certain services. From a work order record in Zoho FSM, you can create Follow Up Work Orders, and Follow Up Estimates guaranteeing that no follow-up tasks are overlooked.

  • Work Order-level Invoicing
    Ability to generate an invoice for an individual service line item of a work order or for multiple service line items of a work order. All invoices for a work order can be seen and managed from a single place.

Harness the power of Service Tasks



 

How Zoho FSM made a difference

  • Schedule composite services
    Services involving many components can be split into smaller service tasks that can be worked on simultaneously or at different times. This helps your dispatchers plan resources better. They can schedule a single task at a time or send multiple agents for different tasks, based on the needs of the customer.



  • Make it easy for the field agent
    If needed, service task can be partially completed and resumed later. Partially completed tasks can be assigned to different appointments. Thus, a work can be started by one agent and then assigned to another agent. This would also enable agents to switch between tasks at different customer locations seamlessly.

  • Keep track of progress
    Field agents can start a unique timesheet for a service task. This gives you data for each portion of work done at the job site and helps you get a clear idea of the progress of work.

Make the right choice for your field service business as Hot&Cold. Sign up for Zoho FSM today!!!
 
Stay tuned for the next part of the series !!!
 
Related Links:
​

    • Recent Topics

    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

    • Preview Emails with Merge Fields before sending

      Hello, Are there plans to preview an email with merge fields before sending out? Currently, all you see in the preview are the merge field values, but before I send out the email I want to make sure the merge is working. Also, the saved emails only show

    • March 15, 2023: Zoho Docs is discontinued

      As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

    • Create View to See Tickets Closed within the last 3 days

      I'm trying to create a view in Zoho Desk that shows me "recently closed ticket," which I will define as tickets closed in the last 3 days. I want this view to update so that whenever I click to view it is recalculates and shows me tickets closed within

    • Will I Get a Refund If I Downgrade Zoho Mail?

      Hello, We upgraded an email account for our new employee. However, the employee left after one month, and now I've reduced the number of Zoho Mail users from 7 to 6. Can we get a refund for the remaining portion of our annual payment?

    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • How to copy value from a single line field into a picklist field within a module's subform?

      Hello there, I have a single line field in a module's subform. I would like the value in the field to automatically update a picklist field within the same subform (both have items with the same names). Is this possible via function? Unfortunately, workflows

    • Send Whatsapp message from Whatsapp template with custom variables

      Hi, I'm trying to do some basic integration for sending WhatsApp messages from Zoho CRM using Zoho Desk whatsapp templates. When creating new whatsapp template in Zoho Desk we can choose ticket related fields as variables but it's not clear how to use

    • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

      We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

    • Dissociate account from contact

      Hello, When I make the call through the API to "Dissociate account from contact" using, /api/v1/contacts/**integer**/accounts/**integer**/dissociate I get this response back, 422Unprocessable Entity (WebDAV) (RFC 4918) { "errorCode": "INVALID_DATA", "message":

    • Zoho Desk and Zoho People Integration - is it possible in order to alert whether an agent is available

      Hi, We use Zoho People for our employees to log absence (Paid Time Off etc). I was wondering if it was possible that this information can be shared in to Zoho Desk, so that when allocating a ticket to an agent, if they are on leave there is an onscreen

    • Add Save button to Expense form

      A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a

    • Change Currency symbol

      I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would

    • Call transcrition working for ringcentral?

      I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call

    • How to Send Email from within a custom module (with or without an email template)

      It is possible to send an email from the Deals module. However, I can't find a way to send an email from any of our custom modules. I have tried adding an email field to the modules (even though we don't really want one or need it there). That doesn't

    • Creating Email template that attaches file uploaded in specific field.

      If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses

    • Zoho Inventory - Managing Items With Multiple Suppliers

      Hi community, I'm working on a project at the moment for a car parts wholesale business. Each Item (part) has its own original manufacturer part number (sometimes more than one part number for the same item). When purchasing parts from 3rd party suppliers,

    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

    • Bug tracking

      Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.

    • Kaizen #59 - Creating alerts and custom messages using Client Script

      Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?

    • Retainer invoice in Zoho Finance modlue

      Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

    • Is it really true that I can't set the default 'deposit to' account in 2025?

      I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4

    • How do I see the total leads during a certain period?

      I understand I can get the count of leads and potentials but the total number of leads in a certain period should be equal to Leads+potentials because when we convert a lead it gets moved to potentials and no longer exists there. is there a way i could

    • Function #46: Auto-Calculate Sales Margin on a Quote

      Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

    • Where is the Global Search field?

      I am looking for an alternative to SF.com. Zoho CRM seems to be work fine, and be customizable in terms of the fields and reports. But there's one big thing missing and it's going to prevent us from using it: there's no global search box at the top of

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • In place field editing for candidates

      Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however

    • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

      Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

    • Default tax type for mileage?

      Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)

    • Analytics Portal

      I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy

    • The Social Wall: October 2025

      Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever

    • Show price book list price

      When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list price

    • Cliq File Upload

      While uploading large file like 500MB, it takes time, that fines. But if you resize window or move window in other screen, that uploading disappears. After upload complete & sent it will be visible

    • Resizing a Record Template Background Inage

      Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when

    • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

      Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly

    • Constant color of a legend value

      It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

    • What's New in Zoho POS - October 2025

      Hello everyone, Welcome to Zoho POS's monthly updates, where we share our latest feature updates, releases, changes, and more. Let’s take a look at how October went. Process returns for refunds, exchanges, or offer store credit Returns and exchanges can

    • Loan and purchase

      My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for

    • Next Page