Effective Servicing Optimize everyday tasks to cut roadblocks and service effectively

Cater to the needs of your diverse team.

Our multi-user environment gives you five default profiles for your users - Administrator, Call Centre Agent, Dispatcher, Field Agent, and Limited Field Agent. You can also create additional custom profiles. Call Centre Agents and Dispatchers take up requests and create schedules. Field Agents work at the site. The Limited Field Agent profile can be used to give minimum control to the user, while still having visibility over the work done on the field.

Sort Field Agents based on skills.

To cater to the needs of your customers, you will need to employ technicians skilled in different services. User details include information on their skill set and the territory they operate from makes filtering field agents based on the job’s requirements easy.

Create a team of field agents with Crews.

Some jobs need a team to tackle them. Group field agents of a similar or diverse skill set into a Crew. Zoho FSM lets you assign a lead and specify the period when members are a part of the Crew. You can also map the Crew to a Territory.