Zoho FSM

Empower Field Agents with Zoho FSM

The Zoho FSM (Field Service Management) app is designed to enhance the efficiency and effectiveness of field technicians and service teams. It empowers these professionals to seamlessly access, plan, and execute service appointments, ensuring a streamlined operation from start to finish.

Stay Updated 24/7

With Zoho FSM, you receive automated notifications and reminders for scheduled appointments, ensuring nothing slips through the cracks. Utilize the calendar view to organize and review appointments in a structured manner, providing an overview of your daily tasks at a glance.

Access and Update Information with Just a Tap

Gain instant access to essential work order details, customer history, and service specifics, enabling you to prepare thoroughly before visiting a site. Capture images, send notes, and attach files directly from the workstation for future reference. Additionally, add or edit services and parts from the field to provide top-notch service while keeping managers informed.

Find the Customer Location

Navigate to customer locations effortlessly using the embedded GPS. Create trips to document routes taken, allowing managers to stay informed about your movements. This feature ensures transparency and accountability throughout the service process.

Record Availability and Progress

Check in to appointments and keep your team updated on your progress in real-time. Log work hours, apply for leave, and ensure that your team schedules accordingly, maintaining a seamless workflow.

Invoice and Payments

Generate invoices promptly upon job completion and share them with customers instantly. Allow customers to process payments securely through integrated payment portals, facilitating quick and secure transactions.

Service Reports

Update service reports and collect customer feedback on the spot. Obtain customer signatures directly on your device, ensuring a smooth and efficient customer experience from beginning to end.

By leveraging Zoho FSM, you can elevate the quality of customer service, improve first-visit resolution rates, and boost overall customer satisfaction.