Zoho FSM

Zoho FSM (Field Service Management) helps businesses plan, schedule and track work carried out at a customer’s site. It brings together work orders, technicians, skills and scheduling in one place so field teams can be managed efficiently.

What Zoho FSM does

Zoho FSM covers the core of field service operations: creating and managing work orders, setting up your organisation and fiscal year, and organising your workforce with users, profiles, permissions, service territories, crews and skills.

Who it suits

Zoho FSM suits businesses that send technicians or crews to customer sites to carry out installation, maintenance, repair or inspection work, and need visibility over who is doing what, where and when.

What this knowledge base covers

This section covers onboarding, including the quick setup guide, organisation and fiscal year configuration, work order management, and setting up your workforce: users, profiles and permissions, service territories, crews and skills.

Frequently asked questions

What is Zoho FSM used for?

Zoho FSM manages field service operations end to end, from work orders and scheduling to the technicians who carry out the work.

Do I need other Zoho apps to use Zoho FSM?

No, Zoho FSM works as a standalone application, though it can also integrate with other Zoho apps such as Zoho CRM and Zoho Books.

Who is Zoho FSM suitable for?

Businesses that send technicians or crews out to customer sites, such as maintenance, installation, repair and inspection companies.

Need help?

Need help implementing Zoho FSM for your field team? Contact support@thoughtlogik.com or see our Zoho implementation services.