Maintain service details for easy record creation
Zoho FSM lets you store and access information about the services you offer and the parts you stock to run field operations efficiently
Get Started Now
- Centralize your service and parts data
- Store complete service information
- Split complex services into service tasks
- View service records created for each service
Why should you store service and part information?
Add information of your services in your FSM platform to avoid relying on fading memories and missing documents. Every member of the team can easily access the details of any service or part. Manual data entry is prone to mistakes. By storing services electronically, you eliminate the risk of errors and ensure consistent, accurate data. This lets you deliver the right solution at the right time.
Maintain details of the service you offer
Store all the details of the services you offer in the Services and Parts module. Add cost details along with the unit at which you charge and the tax status of the service. You can also split complex services into service tasks and list out their details, including a task duration. These details can be accessed while filling out estimates and work orders. You can also view the list of all the service records created for a particular service in the services module.
Split complex services into multiple service tasks
Break down complex services into smaller, manageable tasks with Zoho FSM's service task feature. Assign specific tasks to different field agents, optimizing resource utilization and minimizing idle time. Gain granular visibility into work progress, allowing you to identify and address bottlenecks more efficiently.
Store and access the parts you stock
Easily manage the parts you stock using Zoho FSM. Add parts and specify their unit costs, tax information, and stock keeping units. You can effortlessly access this information when creating estimates and work orders.
Track service records associated with a service or part
Gain a comprehensive overview of service records associated with specific services or parts. Quickly access essential details such as quantity, amount, and billing status for estimates and work orders. This valuable insight helps you identify trends, assess service demand, and evaluate the effectiveness of your service offerings.
