How to Manage your Organization in Zoho FSM

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Zoho FSM lets you configure key details about your organisation, including business hours, currencies, holidays and general company information, so the platform matches how your business actually operates.

Company details

You can record your organisation’s address and phone numbers, business location, time zone, preferred currency, and unit of measurement for distance (kilometres or miles).

Go to Setup > General > Organization Details.
Click Edit.

Enter the required information and click Save.

If your system’s time zone differs from your FSM organisation’s time zone, both are shown alongside date and time fields.

Add a company logo

Go to Setup > General > Organization Details.
Click the placeholder for the company logo.
Click Choose file and select a .png or .jpeg image (maximum size 5MB), resize if needed, and click Upload.

You can change or remove the logo at any time.

Set business hours

On paid plans, you can define your official working hours so that scheduling lines up with when your business actually operates.

Go to Setup > General > Organization Details.
Click Configure next to Business Hour Details.
Select the required timings and click Save.

In the Dispatch Console, business hours are highlighted on the Gantt chart, Day View scrolls to the start of business hours, Week View follows your chosen start day of the week, and service appointments suggest time slots starting from the beginning of business hours.

Manage multiple currencies

On paid plans, you can use more than one currency in your FSM account.

Go to Setup > General > Currency.
Click Add Currency.
Enter the details and click Create.

Once added, extra currency options become available when creating contacts, work orders and other records.

Set organisation holidays

Holidays you define appear in the Gantt view of the Dispatch Console, on service resource calendars, and on the Service Appointments screen in the mobile app.

Go to Setup > General > Holidays.
Select the year, then click Add Holiday List.
Click + New Line, enter the holiday name and date, then click Save.

You can edit or delete holiday entries at any time.

Delete your FSM organisation

Only Free edition accounts can be deleted.

Go to Setup > General > Organization Details.
Click Delete Zoho FSM Organization.

Paid edition accounts cannot be deleted this way.

Deleting your FSM organisation does not affect other FSM or Zoho organisations linked to your account. Export and back up your data before deleting, since this cannot be undone.

Frequently asked questions

Can I use more than one currency in Zoho FSM?

Yes, on paid plans you can add extra currencies, which then become available when creating contacts, work orders and other records.

Where do organisation holidays appear?

Holidays you add show in the Dispatch Console’s Gantt view, service resource calendars, and the Service Appointments screen on the mobile app.

Can I delete my Zoho FSM organisation?

Only Free edition accounts can be deleted. Paid accounts cannot be deleted from within Zoho FSM.

Need help?

Need help configuring your Zoho FSM organisation settings? Contact support@thoughtlogik.com or see our Zoho implementation services.

How to Manage your Organization in Zoho FSM