At a glance
Hampshire Generators, a UK generator supply and servicing company, replaced Joblogic with Zoho FSM (Field Service Management) to bring field service into its existing Zoho One ecosystem. ThoughtLogik, a UK Zoho Premium Partner, migrated tens of thousands of historical work orders with their customer, site and asset links intact, and the business switched over with no operational downtime.
| Client | Hampshire Generators, UK provider of portable and standby generators |
|---|---|
| Industry | Field service, installation and maintenance |
| Project | Joblogic to Zoho FSM migration and Zoho One integration |
| Platforms | Zoho FSM, Zoho CRM, Zoho Desk, Zoho Books, Zoho Inventory |
| Outcome | Lower software costs, one connected platform, full job history retained, zero downtime |
About Hampshire Generators
Hampshire Generators supplies, installs, services and repairs portable and standby generators for residential, commercial and industrial customers across the UK. A growing team of field engineers visits customer sites every day, so fast scheduling, accurate asset history and clear communication are central to the service.
Why they moved away from Joblogic
As the engineering team grew, three problems made Joblogic hard to justify:
- Rising licence costs. Extra users and modules pushed the total cost of ownership up without a matching increase in value.
- A disconnected system. The business already ran Zoho One for CRM, Desk, Inventory and SalesIQ, but field service sat outside it. That meant duplicated records, manual updates and no single view of each customer.
- Slow change and low adoption. Simple changes took too long to deliver, which reduced engagement from office staff and engineers.
The goal was clear: run sales, service, support and finance on one platform to improve efficiency, visibility and cost control.
Why Zoho FSM was the right choice
- It is part of the Zoho ecosystem the business already used
- Native integration with Zoho CRM, Zoho Desk, Zoho Books and Zoho Inventory
- One customer record across sales, service and support
- Real-time visibility of engineers and jobs
- Strong reporting and planning, configurable without heavy development
How ThoughtLogik delivered the project
1. A unified operating model
We designed how data flows across the Zoho apps so each team works from the same records:
| Zoho app | Role in the operating model |
|---|---|
| Zoho CRM | Sales, customer onboarding, account and service contract management |
| Zoho FSM | Job scheduling, engineer management and service delivery |
| Zoho Desk | Support tickets linked to customer assets and service history |
| Zoho Books | Invoicing, parts, services and purchase orders |
2. Complex data migration at scale
Moving from Joblogic to Zoho FSM was not a simple import. The two systems use different data structures and terminology, and the business needed engineers to keep full access to past jobs. Our migration had to:
- Preserve links between customers, sites, assets and job history
- Keep job statuses accurate
- Retain historical records for engineers and reporting
ThoughtLogik built a scripted, automated migration that imported tens of thousands of historical work orders together with their related records. The result was no loss of operational history, accurate reporting from day one and no disruption to the engineering team.
3. Training and a smooth cutover
We trained office users and field engineers on the new workflows and mobile app, then switched over without operational downtime.
Results
- Lower software costs. Replacing Joblogic with Zoho FSM removed a separate licence stack and cut total cost of ownership.
- A single source of truth. Sales, service, finance, operations and support now share one data platform.
- Faster, better-coordinated scheduling. Real-time job visibility and automated updates across modules.
- Better customer experience. Quicker responses, clearer communication, asset-linked support records and proactive service planning.
Frequently asked questions
Can you migrate job history from Joblogic to Zoho FSM?
Yes. ThoughtLogik migrated tens of thousands of historical work orders from Joblogic to Zoho FSM, keeping their links to customers, sites and assets so engineers can still see full service history.
Does Zoho FSM integrate with Zoho CRM and Zoho Books?
Yes. Zoho FSM integrates natively with Zoho CRM, Zoho Desk, Zoho Books and Zoho Inventory, so customer, job, parts and invoice data flow between them without manual re-entry.
Is Zoho FSM suitable for UK field service businesses?
Zoho FSM suits UK businesses that run engineers in the field, such as maintenance, installation and facilities companies, especially those already using Zoho CRM or Zoho One.
How do you avoid downtime when switching field service software?
By testing the migration in advance, training users before go-live and planning a short, controlled cutover so engineers keep working throughout.
Looking to replace your field service software? ThoughtLogik is a UK Zoho Premium Partner that implements Zoho FSM and connects it to the rest of Zoho One. Book a free consultation or explore our Zoho solutions.
