About the Client
Hampshire Generators is a respected UK provider of portable and standby generator solutions, supporting residential, commercial, and industrial clients nationwide. With a growing fleet of engineers delivering installations, servicing and repairs across customer sites, the business required a modern and scalable field service platform to support expansion and improve operational efficiency.
Why Change Was Needed
As service demand increased, Hampshire Generators encountered limitations with their existing field service system, Joblogic.
Key Drivers for Change
1. High Licensing Costs and Poor Cost–Benefit Ratio
Joblogic’s pricing model became increasingly expensive as the engineering team expanded, with additional modules and users introducing significant operational cost. The total cost of ownership was no longer sustainable.
2. Fragmented Digital Ecosystem
Hampshire Generators was already using Zoho One, including CRM, Desk, Inventory, Sales IQ but field service operations sat outside the ecosystem, leading to:
disconnected data
duplicated records
manual updates
limited visibility across customer lifecycle
3. Lack of Flexibility and User Adoption
Even simple changes required long turnaround times, resulting in low user engagement and reduced operational responsiveness.
Strategic Goal
To bring all customer, service, finance, and support processes under one unified platform improving efficiency, visibility, and cost control.
Why Zoho FSM Was the Right Choice
The move to Zoho FSM aligned perfectly with Hampshire Generators’ digital strategy:
✅ part of Zoho ecosystem
✅ native integration with CRM, Desk, and Books/Inventory
✅ unified customer records across all touchpoints
✅ real-time visibility of field operations
✅ stronger reporting and planning capability
✅ higher configurability without heavy development costs
Implementation
Establishing a Unified Operating Model
All customer, service, and asset data now flows seamlessly between:
Zoho CRM – sales, customer onboarding, account management, service contract manangement
Zoho FSM – job scheduling, engineer management, service delivery
Zoho Desk – support tickets linked to customer assets and service history
Zoho Books – invoicing, parts, services and purchase orders
Complex Data Migration Delivered at Scale
Data migration from Joblogic to Zoho FSM was a critical element of the project. Unlike simple imports, this migration involved:
different data structures and terminology between platforms
preserving links across customers, sites, assets, and job history
maintaining job status accuracy
ensuring engineers still had access to historical record.
To achieve this, ThoughtLogik delivered a scripted and automated migration, capable of importing tens of thousands of historical work orders, along with associated relationships.
This ensured:
✅ no loss of operational history
✅ accurate reporting from day one
✅ continuity of service lifecycle records
✅ zero disruption to the engineering team
Enabling a Smooth Transition
✅ We ensured Hampshire Generators could move away from Joblogic without operational downtime.
✅ Training sessions for office users and Field engineers
Business Outcomes
💷 Cost Savings
The transition from Joblogic to Zoho FSM empowered Hampshire Generators to modernise their field service operations while dramatically reducing software costs and eliminating system fragmentation.
🔗 Single Source of Truth
All departments now operate on one shared data platform sales, service, finance, operations, and customer support.
🚀 Improved Operational Efficiency
Faster scheduling
Better engineer coordination
Real-time job visibility
Automated updates across modules
✅ Better Customer Experience
quicker response times
clearer communication
asset-linked support records
proactive service planning
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