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Zoho FSM (Field Service Management)

 Zoho FSM is a cloud-based field service management solution designed to streamline, automate, and optimize field operations, ensuring efficient service delivery, better resource utilization, and enhanced customer experience.


Explore some of the core features mentioned below that make Zoho FSM a trusted choice for businesses worldwide.

Product Features

Work Order & Scheduling Management

Work Order & Scheduling Management

Work Order & Scheduling Management

✦ Work Order Creation, Assignment & Tracking
✦ Job Scheduling & Smart Dispatching
✦ Recurring Jobs & Automated Notifications
✦ Real-Time Status Updates & Route Optimization
 

Workforce & Technician Management

Work Order & Scheduling Management

Work Order & Scheduling Management

✦ Technician Assignment Based on Skill & Availability
✦ GPS Tracking & Live Location Monitoring
✦ Mobile App for Technicians (Check-in/Check-out, Notes, Photos, Digital Signature)
✦ Workforce Roles, Permissions & Attendance Tracking
 

Customers & Contract Management

Work Order & Scheduling Management

Customers & Contract Management

✦ Organize Customer Profiles & Service History
✦ Manage Service Contracts & Warranties
✦ Customer Self-Service Portal for Job Requests
✦ Automated Communication & Notifications
 

Billing & Inventory Management

Billing & Inventory Management

Customers & Contract Management

✦ Quotations, Invoices, and Work Orders
✦ Online Payment Integration with Gateways
✦ Spare Parts & Consumables Tracking
✦ Low Stock Alerts & Integration with Zoho Inventory
 

Reports & Analytics

Billing & Inventory Management

Integrations & User Experience

✦ Customizable Reports, Dashboards and KPIs

✦ Real-Time Dashboards for Job Status & Revenue
✦ Technician Performance & Productivity Reports
✦ Financial Analytics (Billing & Payments)

✦ Automated Email Scheduling

✦ Export to Excel & PDF

Integrations & User Experience

Billing & Inventory Management

Integrations & User Experience

✦ Integration With Zoho & Thirds Party Apps

✦ Payment Gateways

✦ API & Webhooks for Custom Integrations

✦ Marketplace Extensions Via Zoho Marketplace (Industry-Specific Add-ons)
✦ Customization (Modules, Fields, Layouts)

✦ User-Friendly Interface

✦ Mobile Apps (IOS - Android)

✦ More Features Available
 

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