Zoho FSM: End-to-Field Service Management Software
Table of Contents
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
Simplified Billing and Payments
- 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
- 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
- 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.
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-
Requests
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Estimates
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Work Orders
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Services and Parts
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Assets
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Contact Management
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Dispatch Console
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Service Reports
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Invoicing and Payments
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Users and Skills
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Workflow Automation
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APIs
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Mobile app
Zoho FSM Free
60+ appointments/month-
Everything from Free Edition +
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Multiple Currencies
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Multi-day appointments
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Trips
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Service Task
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Maps and Location Tracking
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Workforce Management
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Custom Profiles
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Custom Fields
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Custom Functions
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Connections
Let's Talk
As a Zoho Advanced 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.
