- Requests
- Estimates
- Schedule and Dispatch
- Service appointments
- Job sheets
- Zoho FSM mobile app
- Time sheets
- Agent location & trips
- Notes & attachments
- Service reports
- Scheduled Maintenance
Process your service requests with ease
Easily manage service requests from start to finish with Zoho FSM. Collect detailed information, keep everything in one place, and track progress in real time. Optimize your work order system by handling requests from multiple channels and delivering quick and accurate solutions that delight your customers.
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Increase conversions
with comprehensive cost estimates
Make it easy for your customers to plan their service expenses with Zoho FSM's cost estimates. Send clear, professional estimates that help them decide quickly and confidently. Customize beautiful PDF templates to match your brand and let customers approve estimates digitally. Keep things simple, transparent, and efficient while building trust and boosting conversions.
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Choose the right agent for every job
Make scheduling simple and smart with Zoho FSM! Assign the right agent to the right job using intelligent tools like Gantt charts, grids, and live location tracking. Schedule appointments with drag-and-drop ease, monitor workloads effortlessly, and even dispatch multiple jobs at once. Do the work of a dispatching software from your FSM app.
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Handle your service appointments with ease
Easily manage your service appointments with Zoho FSM! Schedule complex jobs, set up recurring services, and assign multiple agents for efficient job completion. Whether it’s a one-day activity or a multi-day project, Zoho FSM gives you the flexibility to handle it all.
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Increase first-time fixes with job sheets
Keep your service delivery consistent and professional with job sheets in your field service management software. Provide field agents with clear instructions and checklists and enable them to document essential data on the Zoho FSM mobile app. Ensure standardized processes and top-quality service every time, and deliver great customer experiences effortlessly.
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Boost your field team's productivity with the
Zoho FSM mobile app
Keep field agents informed with job details, updates, and schedules and help them access basic information, even if they are offline. Help your team stay connected and be productive with timely notifications, efficient task planning, and navigation. Elevate your field service management software with the Zoho FSM mobile app.
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Simplify time tracking with Zoho FSM’s easy-to-use timesheets
Let field agents log their work hours on the go with the mobile field service software and you can monitor the time spent on each task or service. Ensure fair compensation, evaluate performance, and keep services running on schedule—all while gaining insights to boost productivity and efficiency.
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Monitor field operations with live-location
tracking and trip logs
Check your agents’ locations and schedule jobs based on proximity for faster service. Equip agents with the Zoho FSM mobile app to log travel details like routes, distance, and time and ensure accurate records and seamless service delivery.
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Collaborate with field agents for great service delivery
Stay connected with the job site using Zoho FSM mobile app! Field agents can share notes and images in real time to keep you updated on work progress and ensure top-quality service. Collaborate seamlessly, document every stage with photos, and share updates with customers.
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Ensure transparency with detailed service reports
Keep your customers informed with comprehensive service reports from Zoho FSM! Summarize completed tasks, share job details, and gather customer feedback, ratings, and signatures—all in one document. Allow field agents to create and send reports from the Zoho FSM mobile app to ensure transparency and trust. Collect and monitor customer feedback to improve service delivery and build lasting customer relationships.
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Set up maintenance plans for periodic services
Maintain customer assets and infrastructure with maintenance plans on Zoho FSM! Set up scheduled maintenance activities to ensure asset longevity and avoid unexpected downtime. Create templates for recurring work orders and service appointments for a preventive maintenance schedule, preview upcoming jobs, and track completed tasks effortlessly.
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