FSM Overview with CRM

Zoho FSM offers a host of features that help increase first-time fix rates, minimize costs, and maximize revenue in your field service business. From receiving a service request to raising an invoice, Zoho FSM optimizes every aspect of the business. This video gives you an overview of all the features in Zoho FSM with a quick look at how to use them.

Advanced Work Order Management

Enter service requests, send cost estimates, create work orders with multiple services and tasks, and add service appointments. You can also turn work orders into invoices with a click.

The Dispatch Console for Scheduling and Dispatching

The Dispatch Console is the task board for scheduling and dispatching. It has 3 views - Gantt, Map, and Calendar. The map view shows the live locations of field agents. Schedules can be created on the Calendar or Gantt with a simple drag and drop.

Improved Workforce Management

View the details of your workforce in the Users tab. See their calendars, trip details, time-offs, and other information. Add skills and territorial coverage for each user. Create Crews with multiple technicians.

The Zoho FSM Mobile App to Work on the Go

The mobile app lets field agents check in, see their appointments, log trips and timesheets, and share notes and images. It also enables creating service reports, raising invoices, and taking up follow-up jobs.