FSM Release Notes

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 in 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 upto 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 in 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 None option has been added to the Tax Name field.
• The link service feature is now available on the Service And Parts tab of 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, 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 None option has been added to the Tax Name field.

• You can now record the 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 be opened 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 the profile details. You can view details of the territories and skills assigned to the user, and the crews the user is 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 its unavailability.
• In places where you input the service and billing addresses, you 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 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 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, its time sheet page will be pre-filled with the necessary details.

• In the error message for conflicting timesheets, IDs of the time sheet entries to be modified 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 that 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.