Keep data organizedand your storage scalable
From exporting records to managing storage, Zoho FSM provides complete control over your data, ensuring it remains organized and easily accessible.
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- Export key service data, including notes and addresses, to CSV
- Secure data with password protection for exported files
- Flexible storage tiers based on plans and appointments
- Monitor and manage storage, with easy add-on options
Why does effective dataadministration matter?
In the field service industry, effective data handling is crucial for maintaining accurate service records, improving operational transparency, and ensuring that customer information is always secure. With Zoho FSM, data is easily exportable and shareable, and storage is manageable and scalable, giving you peace of mind and absolute control over your data processes.
Effortless data export
Export data from essential modules—like contacts, requests, or work orders—quickly and accurately. You can include related information like notes and addresses in each export, ensuring that all relevant data is collected in a single CSV file. You can even include Personally Identifiable Information (PII) securely by configuring export settings.
Password protection for exports
To protect sensitive information, FSM offers password protection for exported files. Enabling this feature ensures that data is only accessible to authorized users, adding an extra layer of security to your information transfers.
View and manage storage usage
Zoho FSM provides clear visibility into file storage usage across attachments in notes, service reports, and the Attachments tab. Monitor usage through the Setup page, receive emails, or from your profile, making it easy to track storage and prevent overuse.
Tiered storage based on plans and appointments
With Zoho FSM’s Standard and Professional plans, organizations get a base storage allocation, which scales up with additional appointments. For expanding needs, FSM also offers add-on storage for a monthly or yearly fee, giving you flexibility and assurance as your business grows.
Frequently asked questions
Go to Settings -> Data Administration -> Data Export. You can export data for all modules and their related modules. The export includes related details such as notes and addresses, making it easier to manage and share data. The exported data will be sent to the Super Admin's email.
Yes, Zoho FSM offers password protection for exported files, ensuring that sensitive customer information remains secure during data transfers. This feature is crucial for businesses relying on field service management solutions to handle sensitive data.
Zoho FSM provides visibility into the storage usage of a service business, including attachments, notes, and compressed images in service reports. Storage can be monitored by navigating to Setup > Data Administration > File Storage.
Yes, Zoho FSM offers tiered storage plans based on subscription levels and appointment volumes. Additional storage can be purchased as needed, making it a scalable solution for service businesses using a field service management platform.