Onboarding

Onboarding to Zoho FSM covers the first steps of getting your account ready: understanding what Zoho FSM does, setting up your organisation, and configuring your fiscal year.

What this section covers

The articles here introduce Zoho FSM, provide a quick setup guide, and explain how to manage your organisation details and configure your fiscal year, which is used for reporting periods.

Who this is for

This onboarding guidance is for anyone setting up a new Zoho FSM organisation for the first time.

Frequently asked questions

What does onboarding to Zoho FSM involve?

Setting up your organisation details, fiscal year, and getting a first overview of Zoho FSM before configuring work orders and your workforce.

Need help?

Need help onboarding to Zoho FSM? Contact support@thoughtlogik.com or see our Zoho implementation services.