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The powerful, one-stop field service management platform

Automate the entire spectrum of field operations with robust features that cater to your every need.

Customer Management

Manage customer details, track service histories, and delight customers with personalized experiences

  • Contacts

    Centralize contact details, view complete service histories, and access personalized dashboards

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  • Companies

    Maintain company details, track job histories, handle tax compliance, and manage multiple locations

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  • Assets

    Manage customer assets, track service history, and schedule proactive maintenance plans

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Services and Parts

Store service and parts data to streamline operations, create accurate work orders, and efficiently manage resources.

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Work Order management

Streamline service delivery and optimize operations with Zoho FSM's robust work order management system.

  • Requests

    Centralize service requests from multiple channels, track progress, and see them to completion

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  • Estimates

    Create professional, customizable cost estimates to simplify decisions and boost conversions

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  • Schedule and Dispatch

    Use Gantt charts, live location tracking, and drag-and-drop dispatching for efficient scheduling

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  • Service Appointments

    Schedule appointments, handle complex jobs, assign multiple agents, and set up recurring services.

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  • Job sheets

    Use job sheets to standardize processes, provide clear instructions, and document data in real-time

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  • Zoho FSM mobile app

    Empower field agents with job details, updates, and schedules, and keep them connected always

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  • Time sheet

    Track work hours, monitor performance, ensure fair compensation, and keep services on schedule.

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  • Agent Location and Trips

    Track agent locations in real time, schedule jobs by proximity, and get detailed travel logs

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  • Notes and Attachments

    Stay updated of work and collaborate with agents with real-time notes and images from the field.

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  • Service Reports

    Generate detailed service reports with service summary, customer feedback, and signatures

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  • Scheduled Maintenance

    Create maintenance plans for customers and assets and set up recurring work orders and appointments

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Workforce Management

Assign roles, match services to skills, manage equipment, and handle your diverse team efficiently.

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Invoicing and Payments

Create professional invoices, integrate payment gateways, automate taxes, and monitor payments.

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Channels

Enhance communication through multiple channels for seamless updates and engagement.

  • Email

    Streamline client communication with automated emails, tailored templates, and timely reminders.

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  • Whatsapp

    Send personalized messages, automate work updates, and answer customer queries in real time.

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  • Webforms

    Collect service requests and data through customizable webforms that can be embedded on your website.

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  • Notifications

    Send automated alerts, real-time updates, and personalized messages to ensure timely communication.

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Customisation

Tailor Zoho FSM to your business needs with customizable fields, templates, and multilingual support.

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Automation

Save time with Zoho FSM's automation tools, including workflow rules, webhooks and custom functions.

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Reports and Dashboard

Use reports and dashboards to track key metrics, analyze data, and optimize business performance.

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Security and Privacy

Protect your data with encryption, role-based access, and detailed audit logs for secure operations.

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Integrations

Enhance business operations by connecting Zoho FSM with your favourite apps.

  • Zoho Books

    Integrate Zoho FSM with Zoho Books for invoicing, tax compliance, and seamless finance management.

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  • Zoho Invoice

    Use Zoho FSM's built-in Zoho Invoice integration to simplify billing and payments with easy invoicing.

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  • Zoho CRM

    Transition smoothly from sales to field service by integrating Zoho FSM and Zoho CRM.

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  • Bigin

    Sync customer data, access service history, and create new service records on Bigin with this integration.

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  • Zoho Desk

    Integrate Zoho FSM and Zoho Desk to seamlessly offer on-site assistance from your helpdesk.

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  • Whatsapp

    Enhance messaging with instant notifications, real-time responses, and tailored communication.

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Data Administration

Organize your data with secure exports, flexible storage options, and complete control over your records.

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Developer space

Extend Zoho FSM's capabilities by integrating with third-party apps using secure APIs

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