General FAQs
- Is Zoho FSM part of Zoho One?
Zoho FSM is not part of Zoho One. - What are the integrations offered by Zoho FSM?
Zoho FSM is currently integrated with the following applications:
Zoho Invoice/Books: Zoho FSM's integration with Invoice (or Books) enables two-way data sync between the application, and helps you handle and manage all the invoices and payments with support for region-specific tax systems.
Zoho CRM: The Zoho FSM for Zoho CRM extension will help you increase the collaboration between your sales and service teams.
Zoho Desk: The Zoho FSM for Zoho Desk is an extension that will help you streamline the process of handling customer issues and requests by facilitating easy and direct communication between Zoho FSM and Zoho Desk.
Bigin: The Zoho FSM for Bigin topping will help small businesses facilitate collaboration between their sales and service teams.
WhatsApp: Integrate Zoho FSM with WhatsApp to create a seamless communication channel between your field service team and customers, improving the quality of your service offering, and streamlining your service operations. - Can I integrate Zoho FSM with third-party applications?
Yes, Zoho FSM provides REST APIs (Application Programming Interface) that let you integrate FSM with third-party applications. - Is there a mobile edition of Zoho FSM?
There is a mobile app for field agents. It is supported on both Android and iOS. Click here to learn more about the features of the mobile app. - Does Zoho FSM support multiple currencies?
Yes, along with defining a base currency for an organization, specific currencies can be used for different customers. Click here for details. - Is there multi-language support?Yes, the following languages are supported in Zoho FSM:
- Dutch (Nederlands)
- English - United Kingdom
- English - United States
- French (français)
- French - Canada (français - Canada)
- German (Deutsch)
- Italian (italiano)
- Portuguese - Brazil (português - Brasil)
- Spanish (español)
- Turkish (Türkçe)
- Dutch (Nederlands)
- Is there a provision for asset management?
Yes, you can manage the assets associated with a customer and create work orders for these assets. The related work orders can be viewed in the Asset module. - Can Zoho FSM be white-labeled?
No, Zoho FSM cannot be white-labeled by the customer. - How are taxes defined in Zoho FSM?
You can add one or more tax rates for the organization created in Zoho Invoice for your business. The taxes defined during initial setup will be added in Invoice and can be edited later at Settings > Taxes in Zoho Invoice. - Can the customer make online payments for the services requested?
The option to pay online will be available if you enable an online payment processing platform in Zoho Invoice. To do so, navigate to Settings > Online Payments in Zoho Invoice and enable your preferred payment gateway. - In which data centers is Zoho FSM available?
Currently, Zoho FSM is available in the United States (US), Europe (EU), India (IN), Australia (AU), Canada (CA), and Saudi Arabia (SA) data centers.Data Center
Application URL
United States (US)
https://fsm.zoho.com/
Europe (EU)
https://fsm.zoho.eu/
India (IN)
https://fsm.zoho.in/
Australia (AU)
https://fsm.zoho.com.au/
Canada (CA)https://fsm.zohocloud.ca/ Saudi Arabia (SA) https://fsm.zoho.sa/ - Is Time sheet management available for Field agents?
Yes, timesheets are available for the Field agents in the mobile app. - Can we restrict the field agents from creating invoices?
Yes. One of the feature controls in Zoho FSM can be used to determine whether the Generate Invoice option is available to the field agent in the mobile app. - How can the customers approve an estimate?
The email sent to the customer with the estimate details will have the options to approve or reject it. - Which countries and currencies are supported in Zoho FSM?
Except Bahrain, Germany, Kenya, Mexico, Oman, and South Africa, all countries and currencies are supported in Zoho FSM. However, you can indirectly make use of the tax rules of Bahrain, Germany, Kenya, Mexico, Oman, and South Africa by utilizing the Global tax edition, which offers general tax support. - Is GPS supported in Zoho FSM?
Yes, in the mobile app field agents can find the accurate navigation to the appointment location using Google Maps. The navigation path to the location of the service appointment can be found by clicking Directions in the appointment details tile (located at the bottom of the All Service Appointments Map View screen). - How can the Admin track the location of a field agent?
After the field agents check-in using the mobile app, their GPS location will be visible in the Maps view of the Dispatch Console in Zoho FSM web app. - Can the invoice templates be customized? If so, how?
Yes, it can be customized at Zoho Invoice > Settings > Templates > Invoices. - How will the Dispatcher/Admin be notified of the field agent's leave if there's no approval process?
Currently, there is no approval process for leaves. However, the leave information will be displayed in the Gantt view of the Dispatch console, so the Dispatcher/Admin will be able to see that the field agent is unavailable. - Is the pricing calculated based on the number of users?
No, pricing is not calculated based on the number of users. Zoho FSM has a subscription-based pricing. - Is there a bulk import option available in Zoho FSM?
Yes, data can be imported in bulk from external sources. - What is the difference between scheduling and dispatching?
- When you schedule a service appointment, you assign it a start/end time and assign field agents or crews to it but you do not notify the agents.
- When you dispatch a service appointment, the agents assigned are notified through push notifications in the mobile app. You can also bulk dispatch scheduled appointments. - What is the difference between cancel and terminate?
- An appointment or work order is cancelled if the customer do not want to proceed and requests a cancellation.
An appointment or work order is terminated when the agent is unable to do the job from their end. - How can I hide pricing from my field agents?
The profile Limited Field Agent does not have permissions to view pricing. They can however create work orders and appointments without the pricing information. So if you want to hide pricing from your field agents, either create an user with the profile Limited Field Agent or create a custom profile without the Show Pricing permission. - How can Zoho FSM help me run my business in different countries?
- Zoho FSM support multiple currencies. Along with defining a base currency for an organization, specific currencies can be used for different customers. Click here for details.
- You can create service territories to define regions where your business operate. You can assign service personnel such as dispatchers and field agents to these service territories who will handle the service requests in their region. - How can an Admin keep track of all the modifications done by their team in Zoho FSM?
You can keep track of the activities in Zoho FSM through the following:
- Timeline in modules
- Audit Log
- Entity Log - Can I import and export data in Zoho FSM?
Yes, you can import data to the modules Contacts, Companies, Assets and Services And Parts. You can also export data from the modules in .csv format. - When I try to add an user to my organization, I get an "Unable to join <Organization_Name>'s FSM account" error stating that the user is already part of another organization. How do I resolve this?
At a time, a user can only be part of a single Zoho FSM organization. You will not be able to add a user to a Zoho FSM organization if they are already part of another organization. Delete the user from the organization they are currently part of and then you can add them to a new Zoho FSM organization. - How do I turn off certain permissions for an user?
You can create custom profiles with permissions as per your requirements. You can turn on/off permissions related to record access, record operations, record actions. - Is it possible to customize a service report?
Yes, the template of the service report can be customised as per your requirements. - Once a Zoho FSM subscription has been purchased with X number of service appointments per month, can we increase or decrease the number of appointments when required?
Yes, you can change your existing plan to increase or decrease the number of monthly service appointments. - What is the difference between a part, an asset, and an equipment?
Part: It is an individual component or part used to perform repair or maintenance services. The customer will be charged for the parts used in a service. E.g., a thermostat for AC repair services, emulsion paint for painting services. A part can also be something that you sell. E.g., Air Conditioner
In Zoho FSM, you add the necessary parts as line items while creating a work order or estimate.
Asset: Refers to a part instance that has been sold to customers and is now owned by them. E.g. Consider a company selling or renting out appliances like Air Dryers, Air Coolers, Filter Systems, etc and providing repairs and maintenance after that. They will add each of their sold product as an asset in Zoho FSM.
For an asset, you can create Requests, Estimates, Work Orders, and Scheduled Maintenances in Zoho FSM.
Equipment: An Equipment is a tool or vehicle that is owned by a field services organization and is utilized to perform various field services. E.g., power tools, diagnostic and testing equipment, vehicles, etc. Vacuum pump, Leak detector, etc are some of the equipments used for AC repair.
In Zoho FSM, you can add equipments to crews and territories and assign them to service appointments just as you will a field agent.
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