About
Zoho FSM is a field service management platform that automates the entire spectrum of field operations. It streamlines work order management, eases scheduling and dispatching, improves workforce productivity, and simplifies invoicing and payments.
It also has a mobile app for Android and iOS that lets field agents access data, log work, and collaborate with the office from the job site.
This product is intended for
- Field Service Technician
- Field Service Specialist
- Field Service Manager
- Field Service Supervisor
- Field Service Coordinator
- Dispatcher
- Director of Field Services
- Senior Field Service Technician
- Senior Field Service Engineer
- Field Service Representative
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FSM Overview with CRM
Zoho FSM offers a host of features that help increase first-time fix rates, minimize costs, and maximize revenue in your field service business. From receiving a service request to raising an invoice, Zoho FSM optimizes every aspect of the business. This video gives you an overview of all the features in Zoho FSM with a quick look at how to use them.
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Advanced Work Order Management
Enter service requests, send cost estimates, create work orders with multiple services and tasks, and add service appointments. You can also turn work orders into invoices with a click.
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The Dispatch Console for Scheduling and Dispatching
The Dispatch Console is the task board for scheduling and dispatching. It has 3 views - Gantt, Map, and Calendar. The map view shows the live locations of field agents. Schedules can be created on the Calendar or Gantt with a simple drag and drop.
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Improved Workforce Management
View the details of your workforce in the Users tab. See their calendars, trip details, time-offs, and other information. Add skills and territorial coverage for each user. Create Crews with multiple technicians.
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The Zoho FSM Mobile App to Work on the Go
The mobile app lets field agents check in, see their appointments, log trips and timesheets, and share notes and images. It also enables creating service reports, raising invoices, and taking up follow-up jobs.