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. An Equipment is a tool or vehicle that is owned by a field services organization and is utilized to perform various field services. Proper equipment management allows for better planning and allocation of these equipments. Technicians' access to the right and safe equipment is also vital for compliance with industry regulations and safety standards.

 

To achieve this, we are introducing a new module, Equipments, to manage the scheduling of tools and vehicles used in service delivery. Read on to find out how.

Scheduling Equipment To Appointments

You can assign equipment to appointments. This ensures that technicians have the necessary tools and machinery for each service call. This also ensures that the equipment assigned to an appointment will be designated as "unavailable" for the scheduling of other jobs that need that same vehicle or equipment.

 

From the Dispatch Console, simply click on the row corresponding to the equipment you want to assign to an appointment, and you can easily schedule it along with any field technicians and crews.

 

 

You can assign equipments to appointments from the mobile app too.

Managing Equipments  

You can add the tools, machinery, or vehicles with all the necessary details, such as type, model number, warranty details, etc.

 

Create Crews With Equipments

Similar to how you add users to be part of a crew, you can also add equipments to be part of crews.

Visibility Into Equipment Details 

Within each equipment record, comprehensive details about it are covered under the following tabs:

• Timeline: Provides you with a chronological view of the changes done to the record.
  
  
  
  
• Calendar View: The appointments assigned to the user can be viewed in the calendar with Monthly, Weekly, Daily, or List views. Hover over an entry to view the details. Further details of the appointment can be viewed by clicking on the entry.
  
  
  
  
• Time Off: Add details of when the equipment is unavailable.
  
  
  
  
• Notes: Allows users to add comments or observations related to the equipment. This can be useful for documenting issues or any other relevant information.
  
  
  

Before we conclude, it would be prudent to understand the difference between a part, an asset, and an equipment, terms you might get mixed up about.

 

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. Read on to find out the details.

Please refer to the help documentation for in-depth details. Do feel free to leave a comment below or email us at support@zohofsm.com if you have any questions.

• Topic Participants

• Latha Velu

  

• Recent Topics

• How can I calculate the physical stock available for sale?

  Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

• When dispatched to crew, assigning lead missing

  Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

• I want to transfer the project created in this account to another account

  Dear Sir I want to transfer the project created in one account to another account

• Weekly Tips : Customize your Compose for a smoother workflow

  You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just

• Custom Bulk Select Button

  Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with

• Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Need to set workflow or journey wait time (time delay) in minutes, not hours

  Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

• BUG - Google Business Buttons - Add a button to GBP Post

  I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes

• Do you have software like Windows software?

  We want swadeshi software

• Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

  Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

• Trying to export a report to Excel via a deluge script

  I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same

• Need help to create a attach file api

  https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?

• Export view via deluge.

  Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     

• Zoho Inventory's latest shipping integration updates at a glance.

  Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,

• Possible to generate/download Quote PDF using REST API?

  See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

• Creating an invoice to be paid in two installments?

  Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

• Bug in allowing the user to buy out of stock items

  Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

• Replace Lookup fields ID value with their actual name and adding inormation from subforms

  Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving

• Can a Zoho Sites page be embedded into another website (outside Zoho)

  Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding

• Bug in allowing the user to buy out of stock items

  Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

• Transition Criteria Appearing on Blueprint Transitions

  On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't

• Zoho CRM Sales Targets for Individual Salespeople

  Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.

• Transfer all Related Data to new Account Owner

  Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really

• How to Calculate MTTR (Mean Time to Resolve)

  We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)

• How to export project tasks, including the comments

  Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the

• Unable to see Zoho contacts in Zoho app on ios

  Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail

• Does Zoho Sheet Supports https://n8n.io ?

  Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks

• Bigin Android app update: User management

  Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:

• Share records with your customers and let them track their statuses in real time.

  Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of

• Live webinar: Discover Zoho Show: A complete walkthrough

  Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and features

• Deal Stage component/widget/whatever it is... event

  Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,

• Create advanced slideshows with hybrid reports using Zoho Projects Plus

  Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure when

• Add an option to disable ZIA suggestions

  Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

• Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

  Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress

• Zoho CRMの流入元について

  Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、

• In App Auto Refresh/Update Features

  Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

• Error While Sign in on Zoho Work Drive

  Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser

• Choosing a portal option and the "Unified customer portal"?

  I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

• Unified Directory : How to Access ?

  I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?

• Translation support expanded for Modules, Subforms and Related Lists

  Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

• Next Page