FSM Release Notes

• Advanced search is now supported for the asset lookup field.

The following changes are available in the latest version (Version 2.0.3) of the FSM mobile (iOS) app:

• Options to create service reports, trips, and time sheets from the Overview tab of the Service Appointment Details page.
• You can now add service tasks line items from the Create/Edit Work Order and Edit Service Appointment pages.
• Alert messages have been added for the following cases:
  • If the status of the estimate is Approved or Converted to Work Order, and the user tries to add an approval link to the estimate email.
  • If the status of the estimate is Rejected, Cancelled or Expired and the  user tries to send the estimate email without the approval link.
• Various bug fixes.

• A quick create option to add notes is now available in the popup shown on clicking a service appointment bar in the Gantt view of the dispatch console.
• When emailing estimates and service reports, you can now Cc and Bcc all the active confirmed users of your Zoho FSM organization.

• In the Gantt view of the Dispatch Console, now, the name of the crew will also be shown when it is indicated that an agent is present in a crew.

• In the rule trigger of a time-based rule, the Date of Execution can now be up to 12 months from now.
• The Search Records API now supports more search criteria for the Requests, Estimates, Work Orders, and Service Appointments modules.

• The Start Date of a territory assigned to a user can now be edited.
• While a field is being used in the Asset Details and Work Order Details sections of the service report template, you cannot delete it.
• Any user, irrespective of whether they have the User Management permission or not, can now tag other users in notes.
• You can now enter a negative value in the Adjustment field in the Create/Edit forms.

The following changes are available in the latest version (Version 2.0.1) of the FSM mobile (Android) app:

• You now have the option to edit or delete trips.
• While emailing estimates, invoices, or service reports, you can now choose the Company email address.
• You can now add new service task line items while creating or editing work orders and service appointments.
• Ability to enter a negative value in the Adjustment field in the Create/Edit forms.
• Changes to handle multi-currency.
• While sending a service report, you now have the option to attach the service report as a PDF.

• The skills assigned to a user or crew can now be deleted.
• While emailing estimates, invoices, or service reports, you can now choose the Company email address.

• In webforms, you can now edit the privacy policy using a text editor.

• You can now customize the service appointment entry in the Service Resource Calendar to include the profile image of the field agent. Also, the values chosen in the Service Resources filter of the Calendar view will be retained even after they navigate away from it.
• The following changes are available in the latest version (Version 2.0.2) of the FSM mobile (iOS) app: 
  • Safeguards have been put in place to detect location spoofing in Zoho Mobile app.
  • The options to edit and delete time sheets are now available in the Time Sheet Details page.
  • All types of document files and multimedia files can now be added as attachments in Notes.
  • You can now tag users in notes.
  • You can now add attachments to a service report by creating new notes with attachments.
  • When you attempt to create a service appointment after your purchased appointments have been exhausted, the option to use appointment credits will be shown.
  • In the Overview tab of the Service Appointment Details screen, it will be indicated whether an appointment/work order is created by scheduled maintenance.
  • Ability to enter a negative value in the Adjustment field in the Create/Edit forms.

• You can now create workflows using Service Reports as the module.

The following changes are available in the latest version (Version 2.0.0) of the FSM mobile (Android) app:

• In the Overview tab of the Service Appointment Details screen, there are now Quick Actions using which the user can easily create records for Notes, Service Report, Trip, and Time Sheet without having to scroll to their respective tabs.
• When a service report is edited, the user will now be informed about the attachments that have been deleted from the notes from which they were taken. They will be provided with the option to remove these deleted attachments.
• When emailing estimates, invoices and service reports, you can now Cc and Bcc the users of your Zoho FSM organization with the Administrator profile.
• User can now click links in the Description fields of service and part line items.
• While adding attachments in a service report, you can now select the compression ratio.

The following changes are available in the latest version (Version 2.0.1) of the FSM mobile (iOS) app:

• The user will be taken to the Details view when the user clicks on the service and part line items in the Services And Parts tab of the Estimate/Work Order/Service Appointment Details pages.
• User can now click links in the Description fields of service and part line items.

• In the Part lookup field of a work type, you can now perform a search using SKU.
• The estimate, work order, and service appointment download/print templates will now include the Summary as well.
• If a service appointment does not belong to the territory chosen in the Service Resources List, then the service appointment bar will have an orange patch on the top left corner.
• Although the service appointments in the Cancelled and Cannot Complete status will be displayed in the Gantt view, you can schedule another service appointment during that time.

• The skills filter is now supported in the Dispatch Console Resources List.
• In scheduled maintenance, a new option of 6 weeks has been added for the Weekly schedule frequency.

• You can now add links for Accept/Reject in a custom estimate email template (created using an email template or by using the text editor in the Send Estimate overlay).

• Two new FSM List Views, System Generated Work Orders, and System Generated Service Appointments have been added to the Work Orders, and Service Appointments modules respectively. These will list the records that have been created for a scheduled maintenance plan.
• In the Map view of the Dispatch Console, you can now search for work orders and service appointments using its summary or address.

• You can now assign a Start Date and End criteria for a schedule maintenance plan.

• A new update (Version 1.6.01) is available for the FSM mobile (Android) app that includes among others support for multi-day appointment creation.

• A new update (Version 2.0.0) is available for the FSM mobile (iOS) app that includes among others under the hood changes for offline data access.

• When you send a service report, you now have the option to attach it as a PDF.
• When emailing estimates and service reports, you can now Cc and Bcc the users of your Zoho FSM organization with the Administrator profile.

• You can now assign service resources while creating the service appointment template for a schedule maintenance plan.

The following changes are available in the latest version (Version 1.2.68) of the FSM mobile (iOS) app:

• You can now login to your mobile app using third-party credentials like that of Google,Apple,Microsoft, etc.

• The sync between the Products in Zoho CRM and the Services And Parts in Zoho FSM is now supported in the Zoho FSM Extension for Zoho CRM (direct sync variant).
• A new section, Work Order Details, is now available in the service report template.
• You can now add the required fields to the Work Order Details and the Asset Details sections of the service report template.

The following change is available in the latest version (Version 1.6.0) of the FSM mobile (Android) app:

• You can now see the preview of the audio (.mp3, .ogg, .wav) and video (.mp4, .mov)  files added as attachments to a note.

• The following changes are available in the latest version of the Zoho FSM for Bigin topping and the Zoho FSM Extension for Zoho CRM:
  • You can now see the related Assets on the Contacts, and Accounts Details page.
  • When the Zoho FSM Requests created for a Sales Order or Deal is converted to an Estimate, the newly created Estimate too is shown in the respective Sales Order or Deal.
• The following changes are available in the latest version of the Zoho FSM Extension for Zoho CRM:
  • You can link existing Zoho FSM Request, Estimate, or Work Order to a Sales Order or Deal.
  • In Conversion Field Mapping screen, for Sales Order to Work Order mapping, the Zoho FSM address fields are prepopulated for the Zoho CRM address fields. Changes, if required can be done.

• You can now schedule a maintenance plan annually.
• The entire text of the summary will now be shown on the Request, Estimate, Work Order, and Service Appointment Details pages.
• For an Auto-Number, the YYYY year format is now supported.

• You can now simultaneously schedule multiple service appointments from the Map view of the Dispatch Console.

• The Module Builder now supports the Service Appointments module.
• You can customize the Technician Feedback section of the service report from the Module Builder.

• While creating or editing a service report, there is now an option to include the customer name in the Customer Feedback section. In the generated service report, this customer name will be displayed below the customer signature.

The following changes are available in the latest version (Version 1.2.63) of the FSM mobile (iOS) app:

• The preview of the attachments added will now be shown in the Add, Edit, and List Notes screens. Additionally, changes have been made to facilitate image compression.

• In the lookup fields for service and part line items, you can now perform a search for the lookup value using multiple fields.

• The option to edit a trip is now available from the Trips tab in the Service Appointment Details screen.

• The List screens now display the appointment time in a different format, starting with the date followed by the time.

• The Calendar view of the Dispatch Console now includes a Month and List view.

• The advanced lookup search for service and part line items is now supported in the Zoho FSM modules used in Zoho FSM Extension for Zoho CRM and Zoho FSM for Bigin topping.

• You can now add Customer Notes, and Terms & Conditions to the Estimate Email.

• You now have the option to remove the footer layout from the service report.

• The service resource type (Agent/Crew) selected by the user in the Create Appointment overlay will now be retained.

• UI changes have been made to the accept invite screens.

• To access a Zoho FSM organization, an user now has the option to join a Zoho FSM organization from any of the different organization invites they have received. They can also choose to create a new Zoho FSM organization.

The following changes are available in the latest version (Version 1.2.60) of the FSM mobile (iOS) app:

• UI changes have been made to the Invoices List, Generate Invoice, and Invoice Preview screens.

• The Mark as Sent option is now available in the Invoice Preview screen.

• Changes have been made to enforce the limits for adding line items (where applicable) and service reports.

• An appropriate error message has been added to prevent an user with an unverified Zoho account from sending an estimate.

• Changes have been made to ensure that only users with the appropriate permissions can add/edit service tasks.

• If present, the child assets will also be listed in the Assets section in the Details screen of Requests, Estimates, Work Orders and Service Appointments.

• In the Create/Edit/Search screens, wherever Contact, Company, or Asset lookup fields are present, an info icon will be shown next to them. When the user clicks on the info icon, more details of the lookup field will be shown.

• The fields whose value can be added to the service appointment bar in the Gantt view of the Dispatch Console and the appointment entry in the Service Resource Calendar have been increased.

• The addresses from Zoho Books/Invoice will also be listed in the Service/Billing Address lookup fields.

• Settings have been added in the Gantt view of the dispatch console to manage the zoom level, business hours, and time zones.

The following changes are available in the latest version (Version 1.2.59) of the FSM mobile (iOS) app: 

• You can now easily add service details to Estimates, Work Orders, and Service Appointments using work types. Please note that the work types have to be created from the web app.

The following changes are available in the latest version (Version 1.2.58) of the FSM mobile (iOS) app:

• The UI has been modified for selecting a warehouse for a part line item on the Work Order, Estimate, and Service Appointment pages.

• The following changes related to Trips have been done:

  • A new module (Trips) has been added from where you can Create/Edit trips and access all trip-related details.

  • UI changes have been done to the Trips tab in the Service Appointment Details screen

  • In the Service Appointment Details screen, all the trips undertaken for the service appointment will be listed instead of only those belonging to the logged in user.

• From the Details pages of Work Orders, Estimates, etc, user can now click on a lookup field to navigate to its Details page.

• In the Create Service Appointment screen, all the services in the Service field will be selected by default.

• While emailing estimates or invoices, you can now choose the Contact email address, Email addresses of the Company's Contacts, or any email address entered by the user in the Email field of estimate/invoice.

• You now have the option to even select FSM users as salesperson while creating an invoice.

• You can now use custom fields of type URL.

• The search results for lookup fields will now be sorted.

• In the Create/Edit screens of Request/Estimate/Work Order, the addresses from Zoho Books/Invoice will also be listed in the Service/Billing Address lookup fields.

• Only for the appropriate values of Do you sell your items at rates inclusive of Tax? will the text *includes tax, will be shown for the service line items.

• When user tries to use the camera while adding/editing notes or using the scanner feature, they will be prompted to provide the camera permission.

• Custom fields added to Invoices from Zoho Books/Invoice can now be used in the mobile app. Custom field of type Multi- select added from Zoho Books can also be used now in the mobile app.

• In the Australia, India, Saudi Arabia, and the United Arab Emirates tax editions, users can now enable the two-way sync.

• The left panel of the Dispatch Console can now be collapsed/expanded as needed.

• Two new fields ZCRM_Deals_id, and ZCRM_SO_id are now available in the work order-invoice mapping.

• Square payment gateway is now supported.

• From the Request, Estimate, or Work Order records in Zoho FSM, you can now access the Deal/Sales Order record in Zoho CRM from which they were created.

The following changes are available in the latest version (Version 1.5.18) of the FSM mobile (Android) app:

• You can now easily add service details to Estimates, Work Orders, and Service Appointments using work types. Please note that the work types have to be created from the web app.

• The option Copy Service/Billing Address is now available for the address fields in the Request, Estimate, and Work Order Create/Edit screens.

• Custom fields added to Invoices from Zoho Books/Invoice can now be used in the mobile app. Custom field of type Multi- select added from Zoho Books can also be used now in the mobile app.

• In the US and Australia editions, tax rules handled for cases when there are no tax available for the Contact, Company, and Service/Part records.

• User will now be restricted from adding Notes if they don't have the appropriate permissions.

• When searching for records to link or import, all records will be listed in the results. Those records that cannot be linked or imported will appear greyed out. To determine the reason, you can hover over the symbol next to the record value.

• The work order and service appointment download/print templates now contain the contact and company information in addition to the address.

• The Requests, and Estimates modules are now supported in the Associate Records with Integrated Service API.

The following changes are available in the latest version (Version 1.2.57) of the FSM mobile (iOS) app:

• Under the Notes tab, the preview of longer messages has now been increased to three lines, accompanied by a Show More/Less button.

The following changes are available in the latest version (Version 1.5.17) of the FSM mobile (Android) app:

• While editing a work order, or an estimate, you can now reorder the line items through a long press.

• In the Estimate, Work Order, and Service Appointment Details page, user can now tap the service, part, and service task line items to view the details in the bottom popup.

• Under the Notes tab, the preview of longer messages has now been increased to three lines. Tap on the entry to view the entire note.

• In Dispatch Console, the viewing preferences that can be saved, now include the value selected in the Territory filter and the Service Resources filter in the Gantt view.

• Error popup will now be shown when the org API limit is reached.

• A new parameter Comparator is now supported in the Search API. Use this parameter to determine how the search should be performed.

• The Kuwait, and Qatar tax editions are now supported in the web app and the latest version (Version 1.2.56) of the FSM mobile (iOS) app.

• The countries Bahrain, Germany, Kenya, Mexico, Oman, and South Africa are now supported in the Global edition.

• The integration setup for the extension Zoho FSM for Zoho CRM can now be done by any user with the Administrator profile.

The following changes are available in the latest version (Version 1.5.16) of the FSM mobile (Android) app:

• The Mark As Sent option is now available in invoices.

• Skills can now be added while Creating or Editing Service Appointments.

• The option to attach the estimate as a PDF in the estimate email is now available.

• You now have the option to even select FSM users as salesperson while creating an invoice.

• Two new Zoho FSM integration tasks, zoho.fsm.getTransitions(), and zoho.fsm.updateTransitions() are now available.

The following changes are available in the latest version (Version 1.2.55) of the FSM mobile (iOS) app:

• Skills can now be added while Creating or Editing Work Orders and, Editing Service Appointments. Also, the skills added to these pages can also be edited.

• Rearranging of the following line items are now possible in the places mentioned below:

  • Service/Part line items in Create/Edit Work Order and Create/Edit Estimate pages.

  • Service task line item in Add Service Line Item page.

  • Service tasks in Create Service page.

• Delete option is now available for the addresses listed under the Addresses tab in Contact/Company Details pages.

• On the Details page, you can now use ‘\\n’ to add line breaks in a multi-line field.

• UI changes in the Related List tab of Service and Part Details page.

• The contact phone/mobile numbers will now be listed in a bottom popup when user chooses the Call option.

• UI revamp of the service appointment Overview page.

• The UI of the Delete Work Order/Service Appointment popup has been updated.

• When a record is deleted from its Details page, user is redirected to the main List page from where the record was selected.

• Any action other than the back navigation is now restricted from popups displayed in the Home, List and Details pages.

• UI updated for all blueprint alert pop-ups.

• You can now change the status of a service appointment to Completed even while retaining the status of its service line items as Partially Completed.

• The error message shown when the user does not have a Zoho FSM account has been updated.

The following changes are available in the latest version (Version 1.5.15) of the FSM mobile (Android) app:

• The default tax details shown in Work Orders, Estimates, etc can now be edited. This change has been handled for the United States, Canada, United Kingdom, Australia, Saudi Arabia, and United Arab Emirates editions.

• The changes to tax rules in the United States, Canada, United Kingdom, India, Australia, Saudi Arabia, and the United Arab Emirates editions of Zoho Books have been incorporated into Zoho FSM.

• While creating an invoice, the Payment Terms set as default for a customer in Zoho Books/Invoice will be populated.

• The UI of the Time Off screens has been revamped.

• The option to create new service/part is now available while adding or editing service/part line items.

• From the Details pages of Work Orders, Estimates, etc, user can now click on a lookup field to navigate to its Details page.

• The UI has been modified for selecting a warehouse for a part line item on the Work Order, Estimate, and Service Appointment pages.

• In the search page of the Service/Billing Address lookup fields, the addresses will be grouped by Contact, Company, or Asset.

• You can now change the status of a service appointment to Completed even while retaining the status of its service line items as Partially Completed.

• While creating an invoice, the Payment Terms set as default for a customer in Zoho Books/Invoice will be populated.

• The SKU field will now be shown in the Quick Create layout of Services And Parts.

• Workflow rule can now be created using the Time Sheets module. Email notifications, Custom Functions, and Webhooks can be associated to the workflow created using the Time Sheets module.

• You can search records of a module using the zoho.fsm.searchRecordsByField() Deluge task.

• Daily and concurrency limits for FSM APIs are now in place.

• You can now find new feature announcements in the Setup page. The overlay, which is displayed upon clicking the profile icon, now includes information about the weekly webinars.

• In a Zoho CRM record that is synced with Zoho FSM, there will now be a link View Records in FSM that will take you to the associated record in Zoho FSM.

• You can now change the status of a service appointment to Completed even while retaining the status of its service line items as Partially Completed.

• Changes have been done so that the APIs for creating and editing a work order now accept null values for the Service_Tasks_Line_Items key.

• The User filter is now available in reports. Using this filter, the records in a report can be filtered based on the user associated with the record such as Created By, Modified By, etc.

• In the Assets module, you can now set whether the Company, and Contact fields are mandatory or not. This is applicable only if the sync type of Zoho FSM and Zoho Books/Invoice integration is Type III or Type IV.

• The Zoho FSM for Zoho CRM extension can now be used with Zoho FSM orgs in Saudi Arabia, or United Arab Emirates tax editions.

• The Estimate Send, Download, and Print template now includes the Contact and Company name, if they are present.

The following changes are available in the latest version (Version 1.2.53) of the FSM mobile (iOS) app:

• You can now Download and Print the records from all the transactional modules, viz. Requests, Estimates, Work Orders, and Service Appointments.

• Estimate actions like Send Estimate, Mark as Expired, Cancel, etc are now supported.

• In the US edition, if the service address of a Contact or Company has a tax associated with it, then that tax will be used in the line items added to a record.

• The changes to tax rules in the Global edition of Zoho Books have been incorporated into Zoho FSM.

• Advanced search is now supported in all the lookup fields.

• Details page has been added to time offs and the option to delete a time off is also available now.

• While recording the payment for an invoice, you can now capture the Reference#. It will be updated in the corresponding invoice record in Books/Invoice.

• The option to enable or disable Auto-Correction and Spell Check in now available under Privacy & Security of the app Settings.

• On all the List pages, you can now click the custom view name to navigate to the view.

• If the tax configuration is Tax exempt, the default tax will be indicated as Tax Exempt. Earlier the tax exemption reason was displayed.

The following changes are available in the latest version (Version 1.5.13) of the FSM mobile (Android) app:

• Estimate actions like Send Estimate, Mark as Expired, Cancel, etc are now supported. 

• You can now Download and Print the records from all the transactional modules, viz. Requests, Estimates, Work Orders, and Service Appointments.

• The options to Change Owner, and Clone is now available in the Requests, Estimates, and Work Orders records.

• The option to delete the Contact, and Company addresses is now available in their Details page.

• You can now select a salesperson and include them in an invoice. While recording the payment, you can also capture the Reference#. It will be updated in the corresponding invoice record in Books/Invoice.

• The changes to tax rules in the Global edition of Zoho Books have been incorporated into Zoho FSM.

• In all modules whose records have a Related List tab, pagination has been handled in the cards shown under this tab.

• UI changes have been made to the Overview tab on the Service Appointment Details screen. On the same screen, UI changes have been made to the map view accessible from the Assigned Resources section.

• In the Overview tab of the Service Appointment Details screen, UI changes have been made to how the phone/mobile numbers are listed when the user chooses the Call option.

• While creating a custom view, you can now use territories in a criteria.

• The stipulation that the Zoho FMS organization will be deleted only after seven days of deleting or deactivating all users has been removed. This stipulation was applicable for the Free Edition of Zoho FSM.

• You can now select a salesperson and include them in an invoice. While recording the payment, you can also capture the Reference#. It will be updated in the corresponding invoice record in Books/Invoice.

• When creating a work type, you can now add a quantity to the part added.

• Vendors in Zoho Books will be excluded during the two-way sync between Zoho FSM companies and Zoho Books customers.

The following changes are available in the latest version (Version 1.2.52) of the FSM mobile (iOS) app:

• When you create related records, the default tax details are populated.

• Validation messages for different input fields have been added.

• The Delete option is now included in the List and Details screens of all modules.

• The quick create option is now available in the lookup fields.

• UI changes have been made to the appointment Create and Reschedule screens.

• In the Service Appointment Details screen, the Link Service option is now available in the More Options menu.

• UI changes have been made to the Link Service screen.

• The Change Owner, Clone options are now included in the More Options menu of all module Details screens.

• UI changes have been made to the Line Item tables in Estimate, Work Order and Service Appointment Details screens.

• A new section Estimate Status is now included under the Overview tab of the Estimate Details screen.

• The default order for sorting in the List screens is now descending by Created Time.

• Changes involving taxes in the US, Canada, Australia, and UK editions of Zoho Books have been incorporated into Zoho FSM.

• User will not be allowed to add the characters <, and > to text fields.

• A time interval of one minute has been added between data syncs performed by using the Refresh data option in the Settings screen.

• You can now Download and Print the records in all the transactional modules, viz. Requests, Estimates, Work Orders, and Service Appointments.

• You can now export data from the Service Appointments module.

• WePay payment gateway is now supported in the Saudi Arabia (KSA) and United Arab Emirates (UAE) editions.

• Workflow rule can now be created using the Attendance module. Email notifications, Custom Functions, and Webhooks can be associated to the workflow created using the Attendance module.

• The design of the top menu bar has been changed in accordance with the Zoho UI guidelines.

• In the Choose WorkOrder dropdown of the Create Appointment form, only the work orders in New status will be listed.

• Notification badges are now displayed.

• Using the Search Records API, you can now search Contacts using their Phone, and Mobile numbers.

• A slew of changes related to profile permissions have been rolled out:

  • New permissions have been added - Email Template, Sender Email, Other Settings, Two way sync logs, Service Report Customization, General Permissions, Change Owner

  • Only users with the Admin profile can modify the settings governed by the General Permissions. These permissions will now govern the ability to modify the organizational settings.

  • New permission called Edit Line Items has been added to the Work Orders permission. This permission is required to edit the line items of a work order.

  • The Start Work of Service Appointments permission will drive the actions Start Work, and Resume Work in the line items. Similarly, the Complete Work of Service Appointments permission will drive the actions Partially Complete, and Complete Work in the line items.

  • The Create, and Edit of Time Sheets permission and the Start Work of the Service Appointments permission is interdependent. Similarly, the Edit of the Time Sheets permission, and the Complete Work of the Service Appointments permission is interdependent.

  • The Time Off permission is essential for viewing the Dispatch Console.

  • The User Location permission is essential for viewing the Maps view of the Dispatch Console.

The following changes are available in the latest version (Version 1.5.11) of the FSM mobile (Android) app:

• In a work order, you can now add the Skills necessary for the services.

• Edit, and Delete options are now available for the records in the list view. Swipe left on a record to view these options.

• The option to Delete a service appointment is now available.

• Safeguards have been put in place to detect location spoofing in Zoho Mobile app.

• Changes involving taxes in the US, Canada, Global, and UK editions of Zoho Books have been incorporated into Zoho FSM.

The Standard trial for Zoho FSM will be enabled only after the onboarding process is completed.

• The new wizard interface for creating a service report guides the user through different sections of the service report. This allows the user to input information in an organized and structured manner making it easier for the user to navigate through the different sections and ensuring that all necessary details are included in the report.

• Going forward, providing a reason for editing a service report with the signature will be necessary.

• The technician feedback, and customer feedback can now be added or edited to the service report at any point.

• The different service resources assigned to a service appointment can simultaneously create more than one ongoing time sheets for the same Service Line Item. Click here for details.

• The footer in emails (data export email, report export mail, etc) sent from Zoho FSM has been updated with the anti-spam (report abuse) message and Zoho address.

• The users (other than Super Admin) with the Administrator profile are now allowed to export all records in a module.

• In the Service and Parts-Items mapping, Category field is now supported. This is applicable only in those accounts where in the integrated Books/Invoice account Inventory is enabled.

The following changes are available in the latest version (Version 1.2.51) of the FSM mobile (iOS) app:

• Estimate actions like Convert To Work Order, Mark As Expired, Terminate, etc are now supported.

• If the device and user time zones are different, it is indicated on the Settings page.

• The default tax preferences are now shown on the Create and Edit screens of work orders and estimates.

The following changes are available in the latest version (Version 1.5.10) of the FSM mobile (Android) app:

• The new Zoho logo has been updated in the sync page shown after login.

• The UI of the logout popup has been changed.

• Delete option has been added to the Contacts, Companies, Assets, Services And Parts, Work Orders, Requests, and Estimates modules.

• Contact, Company and Asset can now be added from their lookup fields on Work Order, Follow Up Work Order and Estimate Create forms.

• The description of the service tasks can now be seen on the Service Tasks tab in Work Order Details and Service Appointment Details screens.

• The UI of the Settings screen has been revamped.

• The List pages will now retain the user's selected viewing preferences, including Filters, Records per page, and Custom views, even when they navigate away from the page.

• In the Create/Edit Work Order forms, if only a single Service is added, then it will by default get associated with the Parts, and Skills that you add.

• Deletion of service appointments is now supported.

• When you delete the work order associated with a request, the status of the Request changes to New.

The following changes are available in the latest version (Version 1.2.50) of the FSM mobile (iOS) app:

• In the Service Appointment Details page, when user clicks on the parent work order, they will be taken to the Work Order Details page.

• The position of the Settings tab has been changed in the Home page.

• The new Zoho logo has been updated in the sync page shown after login.

• In the filter fields in Services and Parts, and Assets modules, the scanning option can now be employed to include the filter criteria.

The following changes are available in the latest version (Version 1.5.02) of the FSM mobile (Android) app:

• In the filter fields in Services and Parts, and Assets modules, the scanning option can now be employed to include the filter criteria.

• When user tries to save an empty address, an error message is now added to indicate that the address cannot be left empty.

• When a trip is deleted or stopped from the web or mobile app, then it will be reflected in the other app as well.

• In an service appointment, the duration between the Scheduled Start Date Time and Scheduled End Date Time is now restricted to 48 hours.

• Activity logs related to Workflow Rules, Email Notifications, Webhooks, and Functions can now be viewed in the Audit Log.

• In the Free Edition, when you create or update an user, you will now be restricted from using a previously created custom profile.

• The Payment Terms selected in Books/Invoice will be pre-filled in the Create Invoice overlay in Zoho FSM.

The following changes are available in the latest version (Version 1.2.49) of the FSM mobile (iOS) app:

• In the past, the value for the checkbox field was displayed as true or false, but now, when selected by the user, it will appear as Enabled.

• When user clicks on a custom notification, they will be taken to the Notifications page.

• From the Zoho FSM web app, you can now delete contact and company addresses.

• The Reports permission will now be available for the Dispatcher profile, and Custom profiles.

The following changes are available in the latest version (Version 1.2.48) of the FSM mobile (iOS) app:

• Minimum OS support increased to iOS 13.

• UI changes have been made to the Work Orders and Service Appointments List pages.

• Illustrations added to all empty state pages.

• Work Orders and Estimates can now be created from the Related List tab of Contacts and Companies Details page.

• While editing a lookup field, when you return to the Edit page from the Search page, the lookup field is highlighted.

• The error message for subscription suspension has been changed.

• A confirmation message has been added to the delete account action.

• In the Create and Edit pages, you can now easily tab through the text fields using the Next button in the keyboard.

• Validation added for email and website fields in Create and Edit pages.

• UI changes have been made to the logout popup.

• If enabled, text copy can now be done in the Overview tabs of Details pages.

• Besides the email addresses associated with the contact or company, the email address entered by the user in the Email field of the estimate will also be now listed in the Send To field of Send Estimate overlay.

• The following new features are available in the latest version (Version 1.5.01) of the FSM mobile (Android) app:

  • A new section on owner details has been added to the Overview tab of the Work Order Details and Service Appointment Details pages.                                                      

  • A new section Invoice Info has been added to the Overview tab of Contacts, Companies, and Services And Parts pages.

  • When you edit the Service Line Items or Part Line Items from the Service And Parts tab of Work Order Details or Service Appointment Details page, the respective section will be highlighted in the Edit Work Order or Edit Service Appointment page.

The following changes are available in the latest version (Version 1.5.0) of the FSM mobile (Android) app:

• UI changes have been made to the Overview, Service And Parts, Service Tasks, Notes, and Related List tabs across modules.

• UI changes have been made to all Create, View, and Edit screens.

• User will now be restricted from editing the service report if it has been signed by the customer.

• Illustrations added to all empty state screens.

• Maximum length check is added to text fields in Create, Edit screens.

• The maximum length allowed for a notes title is now 120 characters.

The following changes are available in the latest version (Version 1.2.47) of the FSM mobile (iOS) app:

• After you create a work order, you will now be taken to the Work Order Details page.

• In the Assigned Technicians section of the Overview tab in the Service Appointment Details page, you can now view the last known locations of the technicians and the service location of the service appointment.

• A column for Billing Status has been added in the Appointments tab of Work Orders Details screen.

• In Dispatch Console, the viewing preferences will now be saved.

• Serial Number tracking will now work even if the user has a Zoho Inventory account created with the same Organization ID as that of the Zoho Books/Invoice account being used. The Zoho Inventory Add-on need not be enabled in the Zoho Books/Invoice account.

• Service Resource filter has been added in the Calendar view of the Dispatch Console.

• UI changes have been made to the Business Hours List page.

• UI changes have been made to the Skills List page

• If the time duration of a Trip or Time off conflicts with its existing ones, an error message will be shown.

The following changes are available in the latest version (Version 1.2.46) of the FSM mobile (iOS) app:

• In the Service Tasks tab of the Work Order Details screen, you can now view the appointment associated with a service task. Click on the icon next to the service task to view the associated appointments.

• You can now see the thumbnails of the attachments added in Notes.

• Last logged in time will now be shown in the Settings page.

• A new field SKU is added to the Create Service and Part form.

• Advanced search is now available in the Services and Parts lookup in Create Work Order form.

• The automatic data sync between FSM and Books/Invoice will be paused after three days of inactivity in a FSM organization.

The following changes are available in the latest version (Version 1.4.41) of the FSM mobile (Android) app:

• While creating a work order, you can now search Services and Parts using its SKU codes.

• You can now click on a notification to navigate to the associated record.

• The UI of Notes has been changed. You can now see the thumbnails of the attachments added.

• Changes have been made to the Gantt area of the dispatch console to enhance its performance.

• In case there are partially completed line items in a service appointment and the status of the service appointment is In Progress, then user will now have an option to retain the status of the service appointment as In Progress or change it to Completed.

• When a line item is removed from a work order or service appointment, the status, and billing status of the work order or service appointment are updated accordingly.

• Any user with the Administrator profile can now manage subscriptions from Zoho Store.

The following changes are available in the latest version (Version 1.4.40) of the FSM mobile (Android) app:

• Default tax preference will now be added to the services and part line item in the Create Work Order screen.

• Custom fields will be displayed in the Other Info section of the Overview tab in the Service Appointments Details screen.

• Support for Android 13 is now available.

• KPI components are now available in dashboards.

• In the Day view of the dispatch console, the Gantt area will scroll to the start of the business hours.

• Changes have been made to enhance the performance of two-way sync between FSM and Invoice/Books.

• A new column Total is added in the Service Reports by Status report.

• The following changes are available in the latest version (Version 1.2.45) of the FSM mobile (iOS) app:

  • An info icon is shown when a negative time duration is displayed.

  • In the mobile app, the information about a holiday present for the day will be shown in the calendar view of the Service Appointments screen.

  • Advanced filters are now available in the Work Orders and Service Appointments List screens.

  • Custom fields will be displayed in the Other Info section of the Overview tab in Work Order Details and Service Appointments Details screens.

The following changes are done in FSM-Invoice/Books integration:

• Changes have been made to how the Companies and Contacts modules in FSM are synced to the Customers module in Invoice/Books.
• The reasons for sync failure can now be viewed in the [Module]FailureLogs.csv which is accessible from the Sync Logs.

These changes will only be available in the new sign up accounts.

• The delete and deactivate option will be available in the Details screens of all the users. However, the Super Admin of the organization cannot be deleted or deactivated.

• A loading animation is included on the FSM web app screens.

• The Show Pricing profile permission can be used to determine whether the user will be able to see the prices of services and parts in the web and mobile app.

• A new customization option, Status bar is now available in Setup.
• The following changes have been made to the Setup page:
  • Standalone Functions is moved from Setup > Automation > Functions to Setup > Developer Space.
  • Connections is moved from Setup > Automation to Setup > Developer Space.
• Changes have been made in the following places to support up to 500 active users in a FSM organization:
  • All available active users will be listed when you try to change the owner of a record.
  • All active service resources will be listed when you try to create or reschedule appointments.
  • All active service resources will be listed in the Service Resources dropdown of the Map view of the Dispatch Console.
  • All active service resources will be listed in the Service Resources List displayed on the left side of the Gantt view of the Dispatch Console.
  • All available resources for a service territory will be listed on the Service Territories screen.
  • All available active users will be listed in the User filter of the Audit Log screen.

The following changes are available in the latest version (Version 1.4.36) of the FSM mobile (Android) app:

• Sorting is now available in the Work Orders and Service Appointments List pages.
• In the mobile app, the information about a holiday present for the day will be shown in the calendar view of the Service Appointments screen.
• Advanced filters are now available in the Work Orders and Service Appointments List pages.
• An info icon is shown when a negative time duration is displayed.
• Under the Service And Parts tab in the Appointment Details screen and Work Order Details screen, the Part Line Items will include quantity details.
• In the Calendar view of the All Service Appointments page, the number of days for which you could view the service appointments have been increased from 20 days to 120 days.

• A new report Service Reports by Status has been added. This report will only be available in new sign up accounts.
• The following changes have been done to the delete FSM organization process flow:
  • You cannot delete the Zoho FSM organization if the account is in the Standard (Paid) edition
  • The users in the account have to be deleted or deactivated before you can delete the FSM organization.
  • The organization can only be deleted seven days after the users are deleted or deactivated.

• The list of all assets related to the parent asset can be seen under the Child Assets related list of the parent asset.

• A Date filter is added to the advanced filters in the Service Appointments List and the Work Orders List in Dispatch Console.

The following changes are available in the latest version (Version 1.2.43) of the FSM mobile (iOS) app:

• In the Global edition, the Taxable field has been hidden and the None option has been added to the Tax Name field.
• The link service feature is now available on the Service And Parts tab of the Appointment Details screen.
• Simple filters have been added to the list view pages of Work Orders and Service Appointments.
• The billing status, None, of work orders and appointments has been renamed to Not yet Invoiced.

• You can customize the service appointment entry in the service resource calendar wherever it is displayed.
• In the Global edition, the None option has been added to the Tax Name field.

The following changes are available in the latest version (Version 1.4.35) of the FSM mobile (Android) app:

• In the Global edition, the Taxable field has been hidden, and the None option has been added to the Tax Name field.

• You can now record holidays in your organization. These will be marked in the Gantt view of the Dispatch Console and the service resource calendar.
• The billing status, None, of work orders and appointments has been renamed to Not yet Invoiced.
• In the simple filter, the width of the filter criteria fields has been increased.

• The Create Work Order form will open when the Create Work Order button is clicked at the end of the initial guided setup.
• In the Create Appointment form, the Schedule and Dispatch option has been moved from the Schedule dropdown and is now placed outside next to the Schedule icon.
• Tooltips have been added for all the icons used in the Dispatch Console.

The following changes are available in the latest version (Version 1.2.42) of the FSM mobile (iOS) app:

• When you choose to partially complete or complete a line item, you can partially complete or complete its associated line items along with it. Also, when you end an ongoing time sheet, you can partially complete or complete its line items.

The following changes related to service tasks are now available in the web app:

• The Complete Work option will now be available for partially completed line items.
• When you partially complete or complete a line item, you can partially complete or complete its associated line items.
• You can now force complete a work order even when some of its line items are only partially completed.
• You can now export the data on service tasks.
• The option to stop a time sheet is now available.
• When you end an ongoing time sheet, you can partially complete or complete its line items.
• Conflict checks have been added while creating a time sheet.
• The service tasks added were not listed after downgrading an account. This issue has been fixed.

The following changes are available in the latest version (Version 1.4.33) of the FSM mobile (Android) app:

• UI changes have been made to the Time Sheets tab in a service appointment. You can view the details of a time sheet by clicking on an entry under the tab.
• You now have the option to partially complete or complete the associated line items when stopping or editing a time sheet.
• UI changes have been made to the Service Report tab in a service appointment and also to the service report preview.
• Pagination has been handled in the Service Appointments and Work Orders list view screens. Maximum records limit of 1000 applied.
• Filters have been added to the list view pages of Work Orders and Service Appointments.
• The source for the geocode is mentioned while locating an address in a work order.
• The link service feature is now available on the Appointment Details screen.
• The Complete Work option will now be available for partially completed line items.
• You can now force complete a work order even when some of its line items are only partially completed.
• When you partially complete or complete a line item, you can partially complete or complete its associated line items.
• A message has been added to indicate an ongoing data sync.
• Custom fields of type checkbox are now supported on the Work Order Details page.

• You can customize the service appointment bar in the Gantt view of the Dispatch Console.
• In the accounts where two-way sync is not enabled, the Enable Sync (Setup > Billing > Setup) button will be disabled.

• Appointment scheduling through drag-and-drop is now available in the service resource calendar for all users. This feature is available in the Users Details page, Crew Details page, and the Service Resource Details popup in the Gantt view of the Dispatch Console.

The following changes are available in the latest version (Version 1.2.41) of the FSM mobile (iOS) app:

• The loading times for the pages have been reduced. 
• Partially Complete and Complete Work options are added for the service line items in the Service And Parts tab of the Appointment Details screen.
• The option to delink a service task from an appointment is now available on the Edit Service Appointment page.
• When you partially complete or complete a line item, you can partially complete or complete its associated line items. Also, when you end an ongoing time sheet, you can partially complete or complete its line items.
• You can now force complete a work order even when some of its line items are only partially completed.
• The Check-in and Check-out buttons will not be displayed if the user does not have the Use as Field Agent permission.
• The billing status of the service line item will be displayed in the Work Order Details screen, and Appointment Details screen. The billing status of the work order will be displayed in the Work Order List screen and Work Order Details screen. Similarly, the billing status of the appointment will be displayed in the Appointment List screen and Appointment Details screen.
• Changes have been made to the Profile page. You can now edit profile details. You can view details of the territories and skills assigned to the user, and the crews the user is a part of. You can assign territories, and skills.
• Changes have been made to reflect the new FSM logo.
• The option to add recipients has been added on the Send Invoice screen.

• UI changes have been made to the service resource calendar.
• Appointment scheduling through drag-and-drop is now available in the service resource calendar. This feature can be enabled on request in the Users Details page, Crew Details page, and the Service Resource Details popup in the Gantt view of the Dispatch Console.
• The calendar view is now available on the Crew Details page.

• You can now use simple and advanced filters in the list view pages of the modules Requests, Estimates, Work Orders, Service Appointments, Services And Parts, Assets, Contacts, Companies, and Crew.
• In reports, the Grand Total column name will include the symbol of the currency used. Previously, it was displayed in each row.
• In the Service Resource dropdown, unavailable agents will also be listed. Hover over the name of an unavailable agent to know the reason for their unavailability.
• In places where you input the service and billing addresses, you can now easily copy the service address to the billing address and vice versa.

• UI changes have been made to the service resource calendar.
• UI changes have been made to the in-app notifications list in the FSM web application.
• Tax groups can now be created in FSM (currently, this feature is not available in the India edition).
• The following changes are available in the latest version (Version 1.4.32) of the FSM mobile (Android) app:
  • Changes have been made to the Profile page. You can now edit the profile details. You can view details of the territories and skills assigned to the user, and the crews the user is a part of. You can assign territories, and skills.
  • Changes have been made to reflect the new FSM logo.
  • Confirmation messages added when a user tries to start work for a service line item or resumes work for a partially completed service.
  • All the available standard list views can be navigated from View More in the left menu.
  • The billing status of the appointment will now be displayed on the Appointments List screen.
• The following changes are available in the latest version (Version 1.2.40) of the FSM mobile (iOS) app:
  • The subscription details and the upgrade option are no longer shown.
  • Stratus API changes have been incorporated.
  • In the notes, an error message has been added to inform users that the attachment size exceeds 20 MB. 

• Service tasks are now supported in the Get Related Records API.

The following changes are available in the latest version (Version 1.2.39) of the FSM mobile (iOS) app:

• Work can now be started for individual service line items from the Service And Parts tab of an appointment.
• The Schedule and Dispatch actions are no longer available for appointments.
• App permission requests will only accompany related features.
• Changes have been made to the Add Address and Edit Address pages.
• UI changes have been made to the Time Sheet pages. More information about a time sheet can be found on the newly added Time Sheet Details page.

• Drag-and-drop appointment scheduling in the Dispatch Console has been enabled for all accounts.
• Address geocoding is available to Standard edition users. The latitude and longitude fields are now editable.
• Fields can now be permanently deleted from the Module Builder.
• From the Module Builder, pick list values can now be edited, deleted, and reordered.
• UI changes have been made to the Module Builder.

• A confirmation message has been added to the Start Work process flow. It now provides the option to edit time sheet details. This option can be found in the following places: Start Work for an Appointment, Start Work for a Service Line Item, and Start Work for a Service Task.

The following changes are available in the latest version (Version 1.2.37) of the FSM mobile (iOS) app:

• A confirmation message has been added to the Start Work process flow for appointments.
• The option to share is now available in Invoices and Service Reports

• A refresh icon has been added to the Gantt view of the Dispatch Console.
• The following changes are available in the latest version (Version 1.4.31) of the FSM mobile (iOS) app:
  • The option to delete or delink a service task has been added.
  • The option to share is now available in Invoices and Service Reports. The option to download has been added in Invoices.
  • In the Service Tasks tab of an appointment, you can view the appointment associated with a service task.
  • You can now Start Work on individual service line items. This option is available in the Service And Parts tab of an appointment. 
  • A confirmation message has been added to the Start Work process flow for appointments.
  • When you start work on an appointment, the associated time sheet page will be pre-filled with the necessary details.

• In the error message for conflicting time sheets, IDs of the conflicting entries are now included.

• Welcome email added to the FSM onboarding process.

The following changes are available in the latest version (Version 1.2.36) of the FSM mobile (iOS) app:

• Service Appointment Edit feature added.
• Service task bug fixes.

• API to create invoices in FSM is now available.

• The ability to edit a service report is available in the latest version (Version 1.2.35) of the FSM mobile (iOS) app.

The following changes are available in the latest version (Version 1.2.35) of the FSM mobile (iOS) app:

• Error message added when a user tries to start a trip while another trip is in progress.
• Message added to inform users that they have checked out from another device.
• Minor UI updates and bug fixes.

• Changes have been made to allow the installation of the Android FSM mobile app on devices without cellular capability. This change is available in the latest version (1.4.24) of the app.

• An animation of the FSM logo has been added to the loading page, and appears after a successful signup.
• The option to create a work order has been added to the left panel of the Dispatch Console.

• The Print option is now available for estimates.
• On the Users Details page, you can now see trips in Map or Satellite view.

The following changes have been made to the service report:

• A service report can now be created immediately after an appointment is created. Multiple service reports can also be created for an appointment.
• The service report layout can now be customized to show or hide the pricing details in the Service & Parts section.

The following changes have been made to the iOS FSM mobile app:

• Support for users with custom profiles.
• Multiple service reports can now be added.
• Minor UI updates and bug fixes.

• The tabular view is now the default view in the left panel of the Dispatch Console.
• You can now navigate to the integrated Zoho Invoice/Books organization by clicking on the Organization ID in Setup > Billing > Setup in FSM.

• Mandatory sections cannot be removed from a service report. This change has been added to service report customization.
• The left panel of the Dispatch Console has been revamped. Major changes include:
  • Work order views
  • Additional filters
  • Tabular view of the service appointment details
• The complete address is now displayed in the list view pages.

• Quotation mark will now be accepted in the search string when importing service and parts from Invoice/Books.

• During import, Business customers' contact persons in Zoho Invoice/Books will be added as contacts in Zoho FSM.

The following changes have been made in the iOS FSM mobile app:

• An option to close the user's Zoho account has been added.
• Time zone settings have been added.

The following changes have been made to the FSM mobile app:

• Service Line Items and Part Line Items can now be deleted from the Edit line item page of Work Orders and Service Appointments.
• In the Global edition, an option added to skip Tax Preference for Services and Parts in Work Orders, and Service Appointments.
• An issue with an auto-complete work order from a service appointment has been fixed along with UI changes.

• Loading icon added for attachment preview and download.

• You can now change the profile of an existing user.
• The Audit Log menu is now listed under Setup > Data Administration.

• The Do you want this person to also act as a Field Technician? option will not be available to call center agents on the Add User page.
• Tooltips added to lookup fields.

• Error messages issued when insufficient privileges are added for Quick Create actions.
• Column Selector on the list view pages will now be available only to Admins.
• Mass Delete permission has been added to Profile pages.

• Changes have been made to the mobile app's splash, and home screens.
• Standard list views have been added to the mobile app's main menu.
• Work order and appointment detail pages in the mobile app will now include all the related list tabs present in the corresponding web app pages.
• In the mobile app, you can now create time sheets for a specific user and add the Start/End Date/Time details. The time sheet list views have been changed based on whether a single user or multiple users are assigned to the appointment.
• In the mobile app, notifications will now be displayed for an appointment and will not be specific to a tab.

1. The zoho.fsm.getRecords FSM task now supports the Territories module.

1. Two additional related lists have been added to the Services And Parts Details page - Work Orders and Estimates.
2. The Dispatch Console UI has been modified.

1. Billing Status has been added as a rule criteria for the Work Orders module in workflow rules.
2. A section name has been added to the Status section in the left pane of the <Module Name> Details pages.
3. On the Invoice Details page, new details (Created By, Created Time, and Work Order Name) have been added at the bottom of the page. The options Open In ZohoInvoice, Download, and Print are grouped together.

1. Customers can now approve or reject estimates sent to them as an email.
2. Field technicians can now add new addresses to a work order or edit existing ones from the mobile app.

Advanced search supported in lookup fields.

Change the owner of a record of any module.

The invoice preview on the Work Order and Service Appointment pages will now include the status of the invoice—i.e., Draft, Paid, etc.

Updates have been added to the Android mobile app for error handling and optimization.