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Simple CRM for small businesses moving from spreadsheets.

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Build online forms for every business need.

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Live chat app to engage and convert website visitors.

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Appointment scheduling app for consultations with customers.

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Digital signature app for businesses.

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Comprehensive sales map visualization and optimal route planning solution.

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Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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Build online forms for every business need.

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Design surveys to reach and interact with your audience.

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Online website builder with extensive customisation options.

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Website conversion optimization and personalisation platform.

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End-to-end event management software.

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Webinar platform for webcasting online webinars.

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All-in-one marketing automation software.

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Smart landing page builder to increase conversion rates

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Manage all your local business listings on a single platform.

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Live chat app to engage and convert website visitors.

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Digital signature app for businesses.

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Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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Sync, manage, and convert leads across channels seamlessly.

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Online community platform for individuals and businesses to grow their network and brand.

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Unified marketing platform for marketing teams.

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Interactive remote assistance software with augmented reality.

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End-to-end field service management platform for service businesses.

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Live chat app to engage and convert website visitors.

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Cloud Contact Center Software for businesses.

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The all-in-one toolkit for solopreneurs.

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Appointment scheduling app for consultations with customers.

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Unified platform for customer service and support teams.

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Books

Powerful accounting platform for growing businesses.

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100% Free invoicing solution.

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Effortless expense reporting platform.

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Powerful stock management and inventory control software.

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End-to-end billing solution for your business.

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Collect payments online with custom branded pages.

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Payroll software with automated tax payments and filing.

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The all-in-one toolkit for solopreneurs.

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Practice management software for accounting firms.

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Sign

Digital signature app for businesses.

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eCommerce platform to manage and market your online store.

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Finance Plus

All-in-one suite to manage your operations and finances.

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Secure email service for teams of all sizes.

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Online meeting software for all your video conferencing & webinar needs.

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Word processor for focused writing and discussions.

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Spreadsheet software for collaborative teams.

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Create, edit, and share slides with a sleek presentation app.

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Beautiful home for all your notes.

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Stay in touch with teams no matter where you are.

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Connect

Employee experience platform to communicate, engage, and build positive employee relations.

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Appointment scheduling app for consultations with customers.

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Shared inboxes for teams.

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Online file management for teams.

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Digital signature app for businesses.

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Powerful collaborative work platform for teams.

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Built in document editors for web apps.

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Secure and reliable transactional email sending service.

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Calendar

Online business calendar to manage events and schedule appointments.

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Knowledge and learning management platform.

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Cloud Contact Center Software for businesses.

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Collaborative task management for individuals and teams.

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Work management tool to connect people, processes, and information.

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Collaborative online PDF editing tool.

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Application suite built to improve team productivity and collaboration.

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Intuitive recruiting platform built to provide hiring solutions.

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Effortless expense reporting platform.

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Workerly

Manage temporary staffing with an employee scheduling solution.

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Payroll software with automated tax payments and filing.

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Employee scheduling and time tracking app.

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Digital signature app for businesses.

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Comprehensive HR platform for seamless employee experiences.

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Creator

Build custom apps to simplify business processes.

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Directory

Workforce identity and access management solution for cloud businesses.

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Secure multi-factor authenticator (MFA) for all your online accounts.

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Online password manager for teams.

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Pro-code platform to build and deploy your apps.

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Toolkit

Complete resource for any admin-related lookup queries.

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Interactive remote assistance software with augmented reality.

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Remote support and unattended remote access software.

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Test automation software to build, manage, execute, and report testcases.

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Automate manual, tedious, and repetitive tasks easily.

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Modern self-service BI and analytics platform.

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Embedded analytics and white label BI solutions, tailored for your needs.

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AI-powered data preparation service for your data-driven organization.

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Harnessing IoT analytics for real-time operational intelligence.

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Planning and tracking tool for scrum teams.

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Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

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Creator

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Flow

Automate business workflows by creating smart integrations.

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Pro-code platform to build and deploy your apps.

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Built in document editors for web apps.

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Secure and reliable transactional email sending service.

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Test automation software to build, manage, execute, and report testcases.

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Tables

Work management tool to connect people, processes, and information.

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Automate manual, tedious, and repetitive tasks easily.

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Application analytics for all apps.

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Embedded analytics and white label BI solutions, tailored for your needs.

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CRM Plus

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All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Marketplace
Skip to main content

Improve service delivery with intelligent scheduling

Improve productivity and first-time fix rates by assigning the ideal agent for each job with assisted scheduling on Zoho FSM.

Get Started Now
Zoho FSM Help
  • Handle scheduling and dispatching from a central hub
  • Use Gantt charts, grids, and calendars for scheduling
  • Track live locations of agents for before scheduling
  • Create service appointments
    with drag-and-drop
  • Dispatch multiple jobs in one go
The Dispatch Console

Why do you need assisted scheduling?

Assisted scheduling helps you assign service appointments to the right field agent by considering factors like availability, skill, and proximity. It optimizes resource allocation and eliminates errors in the scheduling process. It helps you improve response times, increase efficiency, and enhance customer satisfaction.

  • The Dispatch Console
  • The Gantt View
  • The Grid View
  • The Map View
  • The Calendar View
  • Drag-and-Drop Scheduling
  • Bulk Dispatching

The Dispatch Console

The Dispatch Console on Zoho FSM is the command center for scheduling and dispatching service appointments. It offers a comprehensive suite of tools designed to ease scheduling, and ensure timely, efficient service delivery. Gain a dynamic overview of daily tasks, monitor field agent assignments and locations, and create seamless schedules.

The Dispatch Console

The Gantt View

View a visual representation of schedules categorized by field agents in the Gantt view in Zoho FSM. Improve scheduling by quickly identifying gaps, overlaps, and idle time. The informative labels in the Gantt chart give you a quick overview of the job at hand. You can customize your view by adjusting the time range, filtering agents by skill or territory, and monitoring work progress in real time to ensure efficient scheduling.

The Gantt View

The Grid View

The Grid view provides a structured list of all jobs assigned to each agent, with essential details like job information, priorities, and statuses. The clear format empowers you to make informed scheduling decisions or adjustments. By seeing all jobs in one place, you can accurately assess agent workloads and optimize schedules for maximum productivity.

The Grid View

The Map View

Live location tracking on the Map view in Zoho FSM allows dispatchers to assign jobs based on proximity, reducing travel time and fuel costs. It enables field agents to reach their destinations faster and complete more jobs in a day. It also helps you update customers with accurate arrival time estimates. For high-priority jobs, location-based scheduling ensures swift responses and expedited service delivery.

The Map View

The Calendar View

The Calendar view on Zoho FSM provides a broad overview of service appointments over a particular timeline. It helps you easily identify periods of underutilization or overbooking to balance workloads effectively. By visualizing schedules over a longer time range, you can spot patterns and eliminate bottlenecks to ensure seamless scheduling.

The Calendar View

Drag-and-Drop Scheduling

Quickly and intuitively schedule service appointments using our simple drag-and-drop interface. You can easily assign jobs to specific time slots or field agents by selecting work orders, services, or service tasks and dropping them onto your Gantt, Grid, or Calendar. For added flexibility, resize appointment bars to adjust durations or move appointments to different time slots for reassignment.

Drag-and-Drop Scheduling

Bulk dispatching

Improve job management and save time with the bulk dispatch feature on Zoho FSM. Create multiple service appointments, refine your plan through iterations, and efficiently dispatch them all in one go. This ensures faster job allocation and minimizes the risk of errors or overlooked appointments.

Bulk dispatching

Effortless management. Enhanced productivity.Profitable growth.

Get Started Now