Introduction to Zoho FSM

Streamline Operations

Automate work order management, job scheduling, dispatch, and invoicing. Assign the right technician based on skill, location, and availability, and eliminate repetitive manual tasks.

Boost Field Productivity

The FSM mobile app empowers field agents to manage appointments, navigate to job locations, capture service details, raise invoices, and accept payments – all in real time.

Efficient Team Management

Manage different user roles including administrators, dispatchers, field agents, and call centre agents. Use features like crew assignments, skills tracking, and territory management to organize your workforce effectively.

Enhance Customer Experience

Keep customers informed through email, SMS, or calls. Allow them to reschedule or cancel appointments easily, and make secure payments online or offline.

Improve Service KPIs

Achieve better first-time fix rates, reduce agent idle time, and close more work orders daily with improved visibility and performance tracking.

Top Features of Zoho FSM

Workforce Management

Define roles and responsibilities for your entire team. Assign skills and territories to each agent for precise job matching and task allocation.

Customizable for Your Business

Personalize workflows, data fields, and forms to suit your specific industry needs. Integrate with third-party applications for a fully tailored solution.

Intelligent Scheduling & Dispatch

Use Gantt charts and map views to schedule jobs over multiple days and assign the right technician based on location and expertise.

Complete Work Order Management

Handle single or multi-agent jobs, track progress, and generate detailed service reports once the job is complete.

Quotes, Invoicing & Payments

Create branded quotes and invoices with built-in Zoho Books integration. Enable your field team to generate invoices and accept payments instantly.

Customer Management

Maintain a full history of customer interactions, including previous services, invoices, and payments, all accessible in one place.

Mobile App for Field Agents

Equip your team with the mobile app to access job details, upload photos, log notes, track inventory, and process payments directly from the field.

Reports & Analytics

Gain insights with 20+ built-in dashboards and reporting tools. Create custom reports to monitor KPIs, identify trends, and make data-driven decisions.

Flexible Integrations

Connect Zoho FSM with SMS providers, accounting systems, and any service that supports API or OAuth-based authentication for seamless operations.

Powerful APIs

Use REST APIs to sync data and automate workflows between systems in real time.