Trusted by service businesses and contractors worldwide

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pelican solutions

Why Zoho FSM?

Optimize every aspect of your field service business to cut back on redundant tasks and drive productivity.

Effective Servicing

  • Simplify work order management by streamlining the process from getting requests and sending estimates to scheduling service appointments.

  • Organize customer data, job history, and customer assets efficiently.

  • Manage schedules on the Dispatch Console with Gantt, Grid, and Calendar views, and use maps for live location tracking.

  • Handle your workforce of call center agents, dispatchers, and multi-skilled field agents using Profiles and Skills.

  • Use scheduled maintenance to set up recurring work orders and service appointments to create periodic maintenance plans.

  • Job Sheets help document on-site work by enabling technicians to update checklists and record readings from the field.

Efficient Operations

  • Turn Work Orders into branded invoices with built-in invoicing powered by the Zoho Financial Suite.

  • Support multiple currencies with country specific taxes and simplify the payment process.

  • PDF templates enable the creation of PDF documents using selected FSM data and allow customization to reflect your brand identity.

  • Use reports and dashboards to get a bird’s eye view of business performance. Create custom reports to meet specific business requirements.

“Real-time display of each project status is a problem solver. Creation of job locations and easy invoicing for completed jobs are features we love.”

Javier Martinez,

CFO,Pelican QSR Solutions

Engaged Employees

  • Empower field agents with the Zoho FSM mobile app for Android and iOS.

  • Help them manage appointments and navigate to the job site.

  • Monitor travel time and timesheets and get notes and photos as they work.

  • Enable raising invoices and receive payments on the go.

Constantly developing and improving their software has led to Zoho FSM being an absolute powerhouse of a field service management platform.

Clifford de Meyer,

Director, Citi-Tech South Africa

Delighted Customers

Improve first-time fix rates

Improve first-time fix rates by sending fully equipped technicians.

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Send timely updates

Send timely updates to customers via email and SMS.

Online and offline paymentsOnline and offline payments

Give customers the choice of online and offline payments

Customer feedbackCustomer feedback

Send Service Reports on job completion and get customer feedback,job ratings, and signatures.

With you from start to end

Zoho FSM helps you segue into different field service processes on one unified platform.

Start to end

Customize for your industry

Tailor Zoho FSM to suit the unique needs of your business.

Create custom user profiles with modified permissions that help your diverse teams handle their tasks effectively.

Choose from different field types and create custom fields in modules to add more industry-specific information.

Automate repetitive tasks formulate processes by defining workflow rules and functions.

Extend Zoho FSM with integrations

Build a formidable system that runs your business.

Powered by the Zoho Finance Suite, Zoho FSM enables you to use a variety of payment gateways to receive online payments.

Extend Zoho CRM for your field service business with the Zoho FSM extension.

Engage clients instantly using Zoho FSM’s WhatsApp integration for real-time communication.

Whatsapp

Effortlessly enable on-site support through Zoho FSM’s integration with Zoho Desk.

Enhance your small business’s field service operations by integrating Zoho FSM with Bigin by Zoho CRM.

Use Zoho FSM's REST APIs to integrate with other third-party applications.

Effective solution. Cost-effective prices.

Our volume-based pricing plan ensures you only pay for the appointments you create.

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