Effective Servicing Optimize everyday tasks to cut roadblocks and service effectively
Work Order Management
Handle every service request with precision.
Never miss out on the details. Zoho FSM lets you add a host of information like a priority level, preferred date and time of service, and special instructions that helps you deliver a top-notch service experience.
Send comprehensive estimates easily.
Give your customer a quick look at the cost and an easy way to accept it. Turn service requests into clear, detailed estimates that can be sent via email. Your customers can approve these estimates with a simple click of a button.
Manage work orders efficiently.
Convert new requests and approved estimates into a work order or create new ones from anywhere. Zoho FSM understands how the real world of field service works. Generate work orders with single or multiple services, subtasks, and parts specific to each service.
Tackle services task by task.
Split services into smaller service tasks to manage resources and time well. Zoho FSM lets you create appointments for these individual tasks and assign them to different field agents. Separate time sheets and statuses make tracking work progress and measuring productivity easy.
Schedule service appointments.
Create service appointments by entering a start and end time for the work, and allot the job to a service resource. You can select specific services, tasks, or the entire work order to schedule an appointment. Zoho FSM also lets you create appointments that span over multiple days for complex, time-consuming services.