- Getting Started
- Setup Zoho FSM
- Using Zoho FSM
- INTEGRATIONS
- DEVELOPER GUIDE
- ZOHO FSM TIPS
An Overview of Zoho FSM
Use this primer to get an overview of Zoho FSM. Discover how it can be a perfect fit for your field service business.
Learn Essentials of Zoho FSM
Learn the terminology, modules, and other general considerations associated with Zoho FSM.
Zoho FSM Mobile App
Familiarize yourself with the features of the Zoho FSM Mobile App, a powerful, must-have tool for field technicians.
Organization Settings
Set company attributes that lets you apply uniform properties across the organization.
Setup Workforce
Get started with Zoho FSM. Acquaint yourself with the fundamentals of Zoho FSM and how to use them in your system.
Customize Zoho FSM
One size does not fit all—learn about the different options for tailoring Zoho FSM to the unique needs of your field service process.
Configure Field Service Process
Fine-tune Zoho FSM to fit the policies and needs of the field services processes in your company.
Automate Service Process
Tap into the automation capabilities of Zoho FSM to save valuable time and labor.
Set Up Workforce
Get started with Zoho FSM. Acquaint yourself with the fundamentals of Zoho FSM and how to use them in your system.
Work Order Management
Familiarize yourself with work order management in Zoho FSM, and how to use it to optimize your process.
Schedule and Dispatch
Delve into the functionalities of the most important module of the solution, and learn the range of options for dispatching service appointments.
Estimates, Invoicing and Payments
Make your billing and payments safe and simple using payment services integrated into Zoho FSM.
Manage Contacts
Manage your contacts and their addresses with ease. Sync them with Zoho CRM.
Mobilize your Workforce
Utilize the mobile app to provide field technicians with a convenient and handy solution for carrying out their day-to-day tasks.
Customize Zoho FSM
One size does not fit all—learn about the different options for tailoring Zoho FSM to the unique needs of your field service process.
Configure Field Service Process
Fine-tune Zoho FSM to fit the policies and needs of the field services processes in your company.
Automate Service Process
Tap into the automation capabilities of Zoho FSM to save valuable time and labor.
Service Analytics and Reports
Explore comprehensive reports that provide a cross-section view of your data, giving you insights to improve your field services.
Integrations
Integrate with other Zoho services that address sales, marketing, finance, and HR and glean insights and information from multiple functional units.
Developer Corner
Zoho FSM can be integrated with any service that supports a Token-based authentication or OAuth.
Work order management
Familiarize yourself with work order management in Zoho FSM, and how to use it to optimize your process.
Dispatcher console
Delve into the functionalities of the most important module of the solution, and learn the range of options for dispatching service appointments.
Billing, invoicing, and payments
Make your billing and payments safe and simple using payment services integrated into Zoho FSM.
Field Technician Mobile App
Utilize the mobile app to provide field technicians with a convenient and handy solution for carrying out their day-to-day tasks.
Zoho Books/Invoice
Leverage the power of Zoho Books/Invoice to streamline the process of invoicing and payments in Zoho FSM.
Zoho CRM
Foster communication between the sales and service teams with this integration that enables sharing of data between the two applications.
Zoho Desk
Facilitate direct communication between Zoho FSM and Zoho Desk for enhanced on-site assistance and unified customer support.
WhatsApp
Establish a seamless communication channel between your field service team and customers, streamlining your service operations.
Bigin
Enable small businesses to facilitate collaboration between sales and service teams through a unified customer view.
APIs
Learn about the APIs that will help you integrate Zoho FSM with third-party applications.
Connections
Expand Zoho's third-party support with the added advantage of OAuth 2.0 security.
Standalone Functions
Cater to complex business requirements by creating module-independent functions that can be exposed as a REST API.
Work Orders
Nuggets of information about work orders that will come in handy while using Zoho FSM.
Service Appointments
Nuggets of information about service appointments that will come in handy while using Zoho FSM.
Zoho FSM Mobile App
Nuggets of information about Zoho FSM mobile app that will come in handy while using Zoho FSM.
Integrations
Explore the possibilities offered by Zoho FSM in expanding its functionalities through integrations.