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.
Replace Zoho Invoice with QuickBooks
We are implementing Zoho FSM for a cleaning business in the US with 50+ field workers. This business has been using Quickbooks for accounting for decades and will not migrate to Zoho Books. A major issue in the integration is the US sales tax calculation.
How to Hide System-DefinedTemplates in Service Report
Is there any option available to hide system-defined templates? these templates are causing confusion for field users.
Service Title in Service Report Template Builder
I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannot
Operation Questions.
Hello, I hope you are well. To explain a little, we are a company that sells services and products with a technical team responsible for installation and maintenance. Zoho FSM can be useful for the technical team, namely for the technical coordinator
Hide Contact Number for Field Users & Agents
Is it possible to hide the contact number in both the Service Appointment and Work Order modules for field users and agents? The agents are using the Zoho FSM mobile app, and we want to restrict them from viewing the contact number.
Where to Add Machines as Products to Map with Assets in Zoho FSM?
implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In
Search on Custom Field
We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a
Try FSM again for our business
We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.
Zoho FSM API Developer Needed
Hi, I’m looking for a developer with experience using Zoho FSM APIs. Scope: Connect WordPress website booking form to Zoho FSM Check availability (date, time, region) Create Work Orders + Service Appointments automatically Notify both customer and scheduler
Customise Zoho FSM Work Order Name
Hi there, is there a way for us to customise the work order number? For example - I want to add auto look up for company name or dates at the end of the work order number. WO4 - Company ABC
Delete user profile
Hello, How can I delete a User Profile?
Weekly Automation Trigger for Equipment Calibration Reminder
Dear Team, I’m currently working on an automation in the Equipment module. The goal is to track calibration schedules for tools — all of which require regular calibration. I’ve created an automation that sends email reminders for tools that are due for
Admin and Dispatcher Users show as Field Technicians in Dispatch Module?
Hi Zoho, Our Admin and Dispatch user both show up as Fied Technicians / Field Agents in the Dispatch module, but they most certainly should not be assigned to any of the work orders and service appointments. These users are NOT service resources. How
Two-Way Sync Zoho CRM Custom Module with Zoho FSM Company Addresses
Business fact: Many companies don't just have one location. They have multiple locations (some have many), with addresses we need to know for service, deliveries, etc. We have created a custom "Sites" module in Zoho CRM to store an Account/Company's addresses
Zoho FSM API to search Zoho FSM Assets by Asset_Number?
How can I search or otherwise retrieve an Asset from the Assets module in Zoho FSM using the Asset_Number? The API docs seem to say that the only field that can be searched is the Asset Name. Is this true? https://www.zoho.com/fsm/developer/help/api/search-records.html
Automate Note Creation for Service Appointments
Hi Latha, I hope you're doing great. Thank you for your continued support in helping resolve previous issues — it's truly appreciated. I'm currently working on automating another workflow using Deluge in the Service_Appointment module. Specifically, I
Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)
Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.
Update Date field using a custom function
Hello, In Zoho FSM, Equipments module, I created the following custome fields for tracking the calibration of the eqipments: "Calibration Required"; type: Checkbox; API Name: "Calibration_Required__C" "Calibration Interval (Days)"; type: Number; API Name:
Zoho FSM E-mail Templates for WO/Estimates
Either I am missing this, or it is just not integrated. I think I have exhausted looking everywhere. Why can we not change the e-mail template for Work Orders, Estimates, Invoices etcetera, in FSM as can be done with Books and CRM? The comments I have
FSM
Hello, I have a question regarding the FSM system. Currently our company has setup the FSM which has two major parts, Requests and Work Orders. The system is set for Requests and Workorders to communicate with each other. Currently Request has 45gb of
ZOHO FSM integration with ZOHO CRM
Hi, I run a cleaning company based in London, and we moved to Zoho CRM last summer. We have been using it ever since, with the help of an implementation partner for the initial setup. We are now trying to integrate Zoho FSM for our field technicians.
How to Schedule onsite Estimate?
I just want to schedule a simple onsite estimate. How do I do this?
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
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
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
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
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.
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
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
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
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 - 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
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.
Parts - Order Statuses & Tracking
We have been using FSM for the past week. I see that it's missing a VERY important area when dealing with On-Site installations\Service. Part Tracking & even statuses. Most of the times we need to order equipment for the workorder. Based on when the equipment
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Announcements
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
2025 in Review: Powering Field Services Forward—One Feature at a Time
As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teams
Attendance, Reimagined: Smarter Views for Teams and Individuals
Tracking attendance shouldn’t feel like a chore. With the revamped Attendance module UI, Zoho FSM makes it easier than ever to monitor work hours, check-in activity, and team availability—whether you’re managing an entire workforce or just keeping an
Service One. Bill Another. Zero Hassle.
In field service operations, one challenge often comes up: the person who needs the service isn’t always the one who pays for it. Think about tenants vs. property managers, corporate offices vs. their finance departments, or school buildings vs. central
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 -

Most Discussed Topics
FSM - Associating and selecting Contacts based on Service Addresses
Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to
Replace Zoho Invoice with QuickBooks
We are implementing Zoho FSM for a cleaning business in the US with 50+ field workers. This business has been using Quickbooks for accounting for decades and will not migrate to Zoho Books. A major issue in the integration is the US sales tax calculation.
How to Hide System-DefinedTemplates in Service Report
Is there any option available to hide system-defined templates? these templates are causing confusion for field users.
Where to Add Machines as Products to Map with Assets in Zoho FSM?
implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In
Invoice Ref. Field
Hello Team, Currently, the Invoice Ref. field is set to a Number type with a maximum limit of 9 digits. However, we often receive customer invoices that contain up to 12 digits. In some cases, the invoice reference includes not only numbers but also letters