Zoho FSM: End-to-Field Service Management Software

Book a Discovery Call

Zoho FSM is tailored for service-oriented businesses, particularly those with vast and varied field crews. This encompasses sectors such as home services, HVAC, construction, utilities, healthcare, telecommunications, and security. Their primary hurdle is managing tasks effectively from a centralized hub, all while delivering a stellar service experience. This demands meticulous planning, ongoing oversight, and streamlined processes.

Field Service Management: Why Zoho FSM?

Zoho FSM serves as a comprehensive field service management tool designed to oversee every facet of field service tasks, from managing customers and work orders to handling the workforce and processing invoices and payments. It integrates seamlessly with other Zoho offerings across sales, customer support, marketing, finance, and HR sectors. Such native integration empowers businesses to spend less time on management tasks and increases operational transparency.

What Challenges Confront Field Service Professionals?

Scheduling and Dispatching

Assigning the right technician with the appropriate skills to a job at the right time can be a complex puzzle, especially with changing priorities and emergencies.

Route Optimization

Ensuring that field technicians take the most efficient route to reach their destinations is crucial for time and cost savings. Traffic, distance, and job urgency all play a role.

Real-time Communication

Quick and efficient communication between the central office and field technicians is paramount. Any delay or misunderstanding can lead to inefficiencies or service disruptions.

Access to Information

Technicians need immediate access to customer history, equipment details, service manuals, and more when they're onsite. Lack of such information can lead to return visits or prolonged service times.

Inventory Management

Keeping track of parts and tools is essential. Running out of a crucial part or not having the right tool on hand can delay tasks and frustrate customers.

Billing and Invoicing

Accurate and timely billing is crucial for cash flow. Delays or mistakes in invoicing can impact a company's financial health.

How Does Zoho FSM Enhance Field Service Operations?

One Platform to Rule Them All

Repair orders, scheduling, team management, and billing

Zoho FSM provides all the essential tools for efficient field operations management within one integrated platform.

Simplified Billing and Payments

The strength of the Zoho Finance Suite for billing operations

Seamlessly integrate Zoho Finance/Invoices
Turn work orders into branded invoices with a single click
Collect online payments through your favorite payment gateway

Mobile App for Field Agents

An unprecedented transparency and visibility

Effective communication with agents on the move
Access all job-related information on the go
Live location tracking
Field agents can upload notes and photos from the job site

Scalable Automation

Made with the understanding that every field service business is unique.

Custom fields and profiles
Automate repetitive tasks with workflows
Integrates with other Zoho and third-party applications
The Zoho FSM extension for Zoho CRM
Integration with other third-party apps using REST APIs

Video courtesy of Zoho FSM YouTube Channel

Mobile App: Field Service Management on the Go

Lacking a unified communication platform disrupts seamless interactions among call center agents, managers, field technicians, and clients. Zoho FSM addresses this with a robust mobile app for field agents. This tool ensures instant access to job details, real-time location tracking, and streamlined task management. Agents can document issues, process payments, and gather client feedback on the spot, all from the app.

Field Service Management: Keep Track of All Your Work

Track of All Your Work

Zoho FSM: Get Customer Feedback

Customer Feedback

Field Service Management: Create Invoices

Create Invoices

Zoho FSM: Mark Your Absence

Mark Your Absence

Field Service Management Appointments

View Appointments

Images courtesy of Zoho

Pricing

As usual, Zoho offers competitive pricing for its new field service management software. Zoho FSM can be used for free if you have fewer than 30 service appointments per month. If you plan to serve 60 and more appointments monthly, the Standard edition starts from $25/month if you pay annually and $30/month if you prefer monthly payments.

Start your 14-day free trial now. After the trial, you’ll transition to a basic free plan by default; you can upgrade to a Standard plan anytime via your Zoho FSM dashboard. A complete plan comparison table is here.

Zoho FSM Free

Up to 30 appointments/month

$ 0 forever

Requests
Estimates
Work Orders
Services and Parts
Assets
Contact Management
Dispatch Console
Service Reports
Invoicing and Payments
Users and Skills
Workflow Automation
APIs
Mobile app

Zoho FSM Free

60+ appointments/month

$ 25 /month billed annually.

Everything from Free Edition +
Multiple Currencies
Multi-day appointments
Trips
Service Task
Maps and Location Tracking
Workforce Management
Custom Profiles
Custom Fields
Custom Functions
Connections

Let's Talk

As a Zoho Authorized Partner, we possess the expertise to address all of your business requirements, no matter what services you provide.

Contact us today to experience our friendly, no-risk onboarding process.

Zoho FSM: a Field Service Management Platform

United Parts of Chicago, LLC is an Advanced Zoho Partner in Illinois, Greater Chicago. We transform businesses with cloud solutions powered by the Zoho platform, boost productivity, and eliminate inefficiencies.

Services

Resources