Receive requests through various sources and store relevant data for easy processing.
Improve conversions by sending clear, easy-to-accept estimates to customers.
Create highly detailed, informative master documents for each service request.
Handle complex services with service tasks that can be assigned to different resources.
Create service appointments from work orders for each service or service task.
Maintain and access customer information with ease for better communication.
Provide proactive services for your clients with efficient asset management.
Give dispatchers all the tools they need in a single, dynamic Dispatch Console
View data on Gantt charts, Calendars and maps to create and organize schedules.
Use live-location tracking to track field agents and assign jobs based on proximity.
Use the drag & drop and resize features to modify and move plans effortlessly.
Elevate workforce management with user profiles in our multi-user environment.
Deliver excellence by choosing the resource with the right expertise for each job.
Group field agents to tackle various aspects of a service, and dispatch them as a Crew.
Set up daily, weekly, or monthly schedules for routine maintenance.
Generate recurring work orders by defining a template.
Create a service appointment template for recurring services.
Stay tuned in to the maintenance schedule with easy previews.
View the history of jobs for each maintenance plan.
Turn any work order into a detailed, branded invoice that can be mailed to the customer.
Take your business to a global customer base with the option to add different currencies.
Store information about all the services and parts you offer, including relevant taxes.
Manage your stocks in multiple warehouses with effective inventory management.
Get a quick, bite-sized insight into operations on the multi-view dashboard.
Monitor control areas and measure performance metrics with detailed reports.
The Zoho FSM mobile app for Android and iOS assists field agents on the go.
Give field agents visibility over their schedules and tasks to plan their day better.
Forget endless, back-and-forth phone calls with notifications on the mobile app.
Enable creating trip logs and entering timesheets during travel and at work.
Let field agents add notes and images from the job site for collaborative working.
Establish transparency with service reports that can be signed by the customer.
Allow field agents to raise invoices from the mobile app to mail to the customer.
Take up new requests and create follow-up work orders on the mobile app.
Improve customer retention by sending skilled and informed resources every time.
Give the customers the choice of paying offline or via multiple payment gateways.
Enable customers to get a clear idea about the cost before starting the job.
Send updates on service requests to keep customers in the loop at every stage.
Showcase your reliability with detailed reports and easy feedback mechanisms.
Create new profiles with modified permissions to suit your organization structure.
Collect additional relevant to your industry with our versatile module builder.
Customize the information you want to view and the way it is presented.
Cut back on the time spent on repetitive tasks with workflow rules and actions.
Making billing easier with region-specific taxes and other tax configurations.
Create branded invoices with a click and smoother your payment process.
Support multiple payment gateways to receive online payments from customers.
Add multiple currencies relevant to your organization and get ready to go global.
Improve stock management by choosing the warehouse you send parts from
Identify and track the exact part used for each job with serial number tracking.
Integrate Zoho FSM and Zoho CRM seamlessly to ensure customer satisfaction at every stage
Integrate Zoho FSM with a host of third-party applications you use in your business.