FSM Release Notes

2024

Feb

Feb 21

Enhancement
  • 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.

Feb 14

Enhancement

Feb 9

Enhancement

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.

Feb 7

Enhancement
  • 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.

Feb 1

New Feature
Combat Connectivity Challenges with Offline Support in Zoho FSM Mobile App

Offline support is now available in the Zoho FSM mobile app. In the offline mode of the mobile app, details of the latest (by Created Time) 200 service appointments will be available. Related details of these service appointments like Service Reports, Time Sheets, Trips, Notes, and Work Orders will also be available offline.

Android app: Version 1.6.0 and above

iOS app: Version 1.2.66 and above

APIs for Work Order and Service Appointment Transitions  

APIs are now available to Start Work on Service Appointment, Complete Work for Service Appointment, and Complete a Work Order.

Feb 1

Enhancement

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.

Jan

Jan 25

New Feature
Currency field

You can now add custom fields of type Currency for handling monetary values. Users can specify the format according to their specific needs. This ensures consistency and precision when dealing with monetary values.

Jan 25

Enhancement
  • 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.

Jan 22

Enhancement
  • 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.

Jan 16

Enhancement

Jan 9

New Feature
APIs for Scheduled Maintenance

APIs are now available for managing scheduled maintenances.

Jan 9

Enhancement

Jan 3

Enhancement
  • 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.

Jan 2

New Feature
FSM in CA DC  

Zoho FSM is now available in Canada (CA) DC and can be accessed at https://fsm.zohocloud.ca/.

2023

Dec

Dec 14

New Feature
Boost Customer Interaction and Engagement with Webforms

You can now use Webforms to create forms that can be embedded in your website. Through this form, customers can submit service requests, report issues, or raise queries. Thus, by using web forms, you not only streamline the communication process with customers but also provide a communication channel that is accessible 24/7.

Dec 8

Enhancement

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.

Dec 1

Enhancement
  • 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.

Nov

Nov 30

Enhancement
  • 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.

Nov 27

Enhancement
  • 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.

Nov 23

New Feature
Unlock Advanced Features and Increased Limits with our Professional Edition

We understand that pricing plays a crucial role in your decision-making process, and we want to ensure that you have the flexibility and options to make the best choice for your business. With this in mind, we have introduced a new pricing plan: Professional. It comes with many advanced features, like Scheduled Maintenances, Time Based Rules, and Multi-Day Appointments. This new edition also offers increased limits for the current features and will thus help you scale up your business.

Streamline Your Maintenance Efforts with Scheduled Maintenances

With Scheduled Maintenances, you can now easily manage work that is regularly scheduled and repeated over a period of time. This feature is highly beneficial for businesses that require routine maintenance or ongoing services. Thus, these are ideal for services like pool maintenance, janitorial services, etc. Additionally, it can also be used for maintenance activities on a customer's assets. 

Time Based Rules for Automated Actions and Reminders

You can now use Time Based Rules to automate specific actions or tasks based on a specified date or time. With this, you can effortlessly generate a work order at a later point in time to facilitate maintenance services following the installation of an asset. This ensures that you stay organized and do not overlook any necessary follow-up activities. 

Easily Create Multi-Day Appointments for Time-Intensive Services

You can create appointments that span over multiple days. This will help you schedule appointments for complex or time-consuming services like installation, repairs, inspections, upgrades, or any other service that requires an extended period of time to complete.

Oct

Oct 27

Enhancement

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.

Oct 27

Bug-Fixes

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

  • The line items deleted from the Estimate, Work Order, Service Appointment, and Services And Parts Edit screens are not removed. This issue has been fixed.

Oct 26

Enhancement
  • 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.

Oct 26

Bug-Fixes
  • When the user clicks on a service appointment bar in the Gantt area of the Dispatch Console, its Details window does not open. This issue has been fixed.

Oct 25

Bug-Fixes
  • If a work order has a note without a description, the timeline of the work order does not load. This issue has been fixed.

Oct 24

Bug-Fixes
  • The date filter in the Gantt area of the Dispatch Console changes when the user tries to reschedule a service appointment. This issue has been fixed.

Oct 20

New Feature
API to Download Records

An API is now available to download a record.

Oct 20

Enhancement
  • 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.

Oct 20

Bug-Fixes
  • The problems that arose after upgrading to Lyte version 3.3 have been resolved.

Oct 17

Bug-Fixes
  • While using Firefox, the user is not able to see the entire Gantt view of the Dispatch Console. This issue has been fixed.

Oct 16

Enhancement

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.

Oct 16

Bug-Fixes

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

  • When sending a service report, the no-reply email address does not change as per the DC. This issue has been fixed.

  • Under the Service Report tab of the Service Appointments Details screen, the dates are displayed in a format that is not consistent with the one set up for the organization. This issue has been fixed.

Oct 12

New Feature

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

Dashboard

Dashboards offer users information that will provide them with a well-rounded understanding of the day-to-day operations of their organization. It provides users with insights that will help them make informed decisions.

Add Images in Service Report  

It is now possible to include the images from current notes as attachments in the service report.

Customizable Estimate Email Templates  

You can now customize your estimate email template to provide a personalized and professional touch to your communication with customers.

Oct 12

Enhancement

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.

Oct 12

Bug-Fixes

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

  • The default tax label is not removed even when the contact or company value is not present. This issue has been fixed.

  • The options to skip/save are visible along with the input popup to capture the signature. This issue has been fixed.

  • A deactivated user is able log in. This issue has been fixed.

  • User is unable to use the turn-by-turn navigation in Apple Maps. This issue has been fixed.

  • In the Details screen, whenever secondary actions are not present the primary action button is also not shown. This issue has been fixed.

  • When the Lat/Long value is not present, there are UI issues in the Overview tab of the Service Appointment Details screen. This issue has been fixed.

  • In the Create/Edit Service Report wizard, even when the user skips a section, the values in the section are saved. This issue has been fixed.

  • When the date format is changed in the organization profile from the web app, it is not reflected in the mobile app. This issue has been fixed.

Oct 11

Enhancement
  • 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.

Oct 11

Bug-Fixes
  • When a service with two new service tasks are added to a service appointment in In Progress status, the status of one of the service tasks remains as Scheduled. This issue has been fixed.

Oct 10

Revamp of Dispatch Console Map view

Major changes have been done to how the data for service appointments, work orders, and service resources can be retrieved and how it is displayed in the Maps view of the Dispatch Console.

APIs for Work Order Transitions

APIs are now available to fetch work order transitions and perform a work order transition.

Oct 10

Bug-Fixes
  • When a service associated with a work type is added to a work order after the work type is deleted, then the user is not able to save the work order. This issue has been fixed.

Oct 9

New Feature
Zoho FSM for Bigin Topping

The Zoho FSM for Bigin topping offers small businesses an opportunity to improve collaboration between their sales and service teams by enhancing the customer experience. This integrated solution provides a consolidated customer view, allowing for faster and more efficient resolution of customer issues. Additionally, the data syncing feature eliminates the need for repetitive data entry, automating and simplifying business operations.

APIs for Estimate Transitions

APIs are now available to fetch estimate transitions and perform an estimate transition.

Oct 9

Enhancement
  • Square payment gateway is now supported.

Oct 9

Bug-Fixes
  • When the Zoho CRM org integrated with a Zoho FSM org is deleted, then the left panel in the Dispatch Console does not load. This issue has been fixed.

Oct 6

Bug-Fixes
  • If the user does not have the appropriate permission for creating Notes, instead of restricting the user up front from creating a note, an error should be thrown only when they try to save the note. This issue has been fixed in the latest version (Version 1.5.19) of the FSM mobile (Android) app.

Oct 4

Enhancement
  • 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.

Oct 4

Bug-Fixes
  • In the Contacts module, filtering contacts using its associated company fails when the company name has numbers in it. This issue has been fixed.

  • The discount added in a work order is not considered when the grand total is updated in an associated service appointment. This issue has been fixed.

Oct 3

New Feature
URL field

You can now use custom fields of type URL to store and link to relevant website addresses directly within modules. This will come in handy if you want to include external resources, references, or such additional information in your modules.

Oct 2

Enhancement

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.

Oct 2

Bug-Fixes

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

  • The Payment Terms set as default for a customer in Zoho Books/Invoice is not populated in the invoice. Also, custom Payment Terms added are also not available for use. These issues have been fixed.

Sep

Sep 28

Enhancement
  • 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.

Sep 28

Bug-Fixes
  • The system defined fields, such as phone and summary, still display the encrypted data even after decryption. This issue has been fixed.

  • The work order timeline does not show any updates made to the aggregate field of its service appointment. This issue has been fixed.

  • Zoho FSM is failing to load when using a particular version of Safari. This issue has been fixed.

Sep 27

Bug-Fixes
  • While deleting an user who is part of a crew, you are not restricted from transferring the appointments to an assignee who is not part of the crew as the user. This issue has been fixed.

Sep 25

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

Sep 25

Bug-Fixes
  • While creating an invoice, the Due Date is not populated based on the prefilled Payment Terms. This issue has been fixed.

  • The default tax value from Zoho Books/Invoice is not automatically filled in for records added to Zoho FSM from Zoho CRM. This issue has been fixed.

Sep 24

Bug-Fixes
  • When the mode for managing duplicate records is set to overwrite, contact creation takes too long. This issue has been fixed.

Sep 21

New Feature
Custom Reports for Optimal Decision-Making

You can now create custom reports that are tailored to meet the needs and requirements of your organization or project. You can add the necessary fields and attributes that best present your data in a way that is easy to interpret and provide specific information and insights that are relevant to the business or decision-making process.

Sep 21

Enhancement

Sep 21

Bug-Fixes
  • A custom field in Zoho FSM's Services And Parts module is mapped to a Zoho Books/Invoice field. But when a part is imported from Zoho Books/Invoice, the value of the custom field is not fetched. This issue has been fixed.

  • Even Inactive records are being listed while trying to fetch records through quick import. This issue has been fixed.

  • In an email notification, even when you choose an email address for From, the Admin address is being used. This issue has been fixed.

Sep 19

Bug-Fixes
  • Changes have been made to how the modifications in the layout builder of a module are saved.

Sep 17

Enhancement

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.

Sep 16

Enhancement

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.

Sep 16

Bug-Fixes

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

  • User is unable to cancel or terminate requests, or estimates. This issue has been fixed.

  • When a rejected estimate is edited and resent, its status is not updated correctly. This issue has been fixed.

Sep 15

Enhancement
  • 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.

Sep 14

New Feature
API to associate records with integrated service

API support is now available to either link, or unlink a Zoho FSM record w.r.t a record in an integrated Zoho service. You can also use this API to push a Zoho FSM record to an integrated Zoho service.

Sep 14

Bug-Fixes
  • When the date format is changed in the organization profile from the web app, it is not reflected in the Android mobile app. This issue has been fixed.

Sep 9

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

Sep 9

Bug-Fixes
  • When a workflow rule with a rule trigger as Created has a webhook associated with it for creating records, then record creation happens on a loop. This issue has been fixed.

  • In a custom function, the update record integration task is used with the trigger key value as workflow. But the workflow rule to which this custom function is associated is not triggered. This issue has been fixed.

  • An error occurs when conducting an advanced search using the Company field in the Contacts module. This issue has been fixed.

Sep 4

Bug-Fixes
  • The issue with duplicate invoice creation has been fixed.

Aug

Aug 30

Enhancement
  • 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.

Aug 29

New Feature
Add Images in Service Report

The ability to add images to the service report is now available in the latest version (Version 1.5.16) of the FSM mobile (Android) app.

Customizable Estimate Email Templates

You can now customize your estimate email template to provide a personalized and professional touch to your communication with customers.

Aug 29

Enhancement

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.

Aug 29

Bug-Fixes
  • Custom functions associated with workflow rules are not getting triggered. This issue has been fixed.

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

  • While creating or scheduling a service appointment, the user is unable to select more than one service resource. This issue has been fixed.

  • In the Create Service Report wizard, if user skips a section, then the values in the section are lost. This issue has been fixed.

  • User is not able to create notes with attachments when the Notes-Edit permission is disabled for the user. This issue has been fixed.

  • User is unable to start a service appointment when a crew is assigned to it. This issue has been fixed.

  • The Resend button is shown in estimates even when user does not have Estimates - Send Estimate permission. This issue has been fixed.

Aug 26

Bug-Fixes
  • When a field selected in the Column Selector of the List screen is deleted and moved to the Unused fields section, the user experiences an inability to merge records in the module because the Merge [Record] screen is not displayed. This issue has been fixed. 

  • Minor bug fixes in the latest mail template changes.

  • While creating Zoho FSM records from a Deal record in Zoho CRM, the user encounters an error when they have to sync a contact. This issue has been fixed.

Aug 25

Bug-Fixes
  • All occurrences of the pound (£) symbol has an extra undesired character appended to it. This issue has been fixed.

Aug 24

New Feature
Attendance APIs

APIs to check in and check out users from the mobile app are now available.

Aug 24

Bug-Fixes
  • The Service Report Customisation page does not load if there is no organization address present. This issue has been fixed.

  • Pagination issue arises in the dispatch console if a crew has more than 10 users. This issue has been fixed.

  • The formatting in the welcome email sent to some email clients is lost. This issue has been fixed.

  • The email notification for inactive Zoho FSM org is not sent. This issue has been fixed.

Aug 22

Enhancement
  • 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.

Aug 22

Bug-Fixes
  • Error occurs while creating an invoice in Zoho FSM using services and parts that use units other than those present in Zoho Books/Invoice. This issue has been fixed.

Aug 18

Bug-Fixes
  • After data sync, the Arabic characters are getting encoded and thus unreadable. This issue has been fixed.

Aug 17

Bug-Fixes
  • The logo shown in the invoice does not change based on the Finance product (Books/Invoice) used. This issue has been fixed.

  • The sync issue in the UAE edition has been fixed.

Aug 17

Enhancement

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.

Aug 17

Bug-Fixes

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

  • When user tries to create a new contact from the contact look up field, any company value provided is not populated in the Create Contact screen. This issue has been fixed.

  • Push notifications are not generated. This issue has been fixed.

  • When there are no emails present, the Email tab keeps loading. This issue has been fixed.

  • The user can click send before the service report is fully loaded. This issue has been fixed.

  • When a user tries to edit a note when the attachments in it are still being uploaded, the app crashes. This issue has been fixed.

  • Even when a different currency than the base currency is chosen it is not shown in the Work Order and Estimate List pages. This issue has been fixed.

Aug 16

New Feature
Elevate Customer Communication with Customizable Estimate Email Templates

You can now customize your estimate email template to provide a personalized and professional touch to your communication with customers. It saves you time by eliminating the need to start from scratch. Using a template ensures that estimates are presented in a consistent format and style, aligning with the company's brand image.

Aug 16

Bug-Fixes
  • Incorrect service duration shown in the service report. This issue has been fixed.

  • In the Saudi Arabia edition, user is not allowed to create a custom tax rate of five percent. This issue has been fixed.

  • The time sheets of the users of a crew are not displayed in the Gantt view of the Dispatch Console. This issue has been fixed.

  • Zoho FSM account sign-up fails when the length of the user's last name is the same as that applicable to Zoho Accounts. This issue has been fixed.

Aug 12

Enhancement

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.

Aug 12

Bug-Fixes

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

  • Edits done to service/billing address while updating records are not saved. This issue has been fixed.

  • In the offline mode, the service appointments are not listed. This issue has been fixed.

Aug 10

Bug-Fixes
  • The service appointments created through API do not have a status. This issue has been fixed.

  • The name of the user who created the report has been removed from below the customer signature in the service report.

  • Minor service report bug fixes.

Aug 9

New Feature
Support for Visual Documentation in Service Reports

You can now add images in a Service Report. It allows technicians to document their work visually and provide a detailed account of the service provided. This feature enhances the accuracy and clarity of the report, making it easier for the customer to understand the issues encountered and the steps taken to resolve them.

Aug 9

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

Aug 9

Bug-Fixes
  • User is unable to view crews or service appointments in the Dispatch Console. This issue has been fixed.

Aug 4

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

Aug 3

Bug-Fixes
  • User is unable to filter agents and crews in the Service Resources List displayed on the left side of the Gantt view. This issue has been fixed.

  • User is unable to execute standalone functions. This issue has been fixed.

  • In the web app the preview for attachments added from the mobile app is not shown. This issue has been fixed.

Aug 2

Enhancement
  • 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.

Aug 2

Bug-Fixes
  • User is unable to filter agents and crews in the Service Resources List displayed on the left side of the Gantt view. This issue has been fixed.

  • Instead of checking if service appointments exist for the service resource in the assigned territory beyond the specified End Date, the check was made to see if service appointments are present for the service resource in any territory beyond that date. This issue has been fixed.

Jul

Jul 31

Bug-Fixes
  • User is not able to create notes with attachments when the Notes-Edit permission is disabled for the user. This issue has been fixed.

Jul 28

Enhancement
  • 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.

Jul 28

Bug-Fixes
  • The Actual End Date Time of the service appointment is not removed when work is resumed on a partially completed line item in a Completed appointment. This issue has been fixed.

  • An encoding issue in sending data from Zoho FSM to Zoho Books caused error while creating an invoice. This issue has been fixed.

  • Some criteria added for custom view is not retained. This issue has been fixed.

  • User is unable to use some custom CRM fields while setting the field mappings for Zoho FSM extension. This issue has been fixed.

  • User is unable to force complete a work order. This issue has been fixed.

  • Line item actions is missing for Partially Completed service line items in a service appointment. This issue has been fixed.

  • The notification is generated twice when work is started on a service appointment. This issue has been fixed.

  • Proper error message isn't shown if invalid line items format is used in the create appointment API. This issue has been fixed.

  • Unable to save time sheets with no service details. This issue has been fixed.

Jul 25

Enhancement
  • 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.

Jul 25

Bug-Fixes
  • If user-level restrictions are set for a warehouse in Zoho Inventory, the selected warehouse name is not displayed in the part line item of a work order. This issue has been fixed.

  • Customer is unable to delete the user. This issue has been fixed.

  • User encounters error during onboarding when they use the ampersand sign in the organisation name. This issue has been fixed.

Jul 19

Enhancement
  • 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.

Jul 19

Bug-Fixes
  • On the Details page, any line breaks added to entries in a multi-line field are ignored. This issue has been fixed.

Jul 15

Bug-Fixes

The following change is available in the latest version (Version 1.2.54) of the FSM mobile (iOS) app:

  • In the Global edition, the tax is not populated when a part line item is added. This issue has been fixed.

Jul 12

Enhancement

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.

Jul 12

Bug-Fixes

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

  • In the Create/Edit pages of Work Orders/Estimates, when the default tax changes, the values of Tax, and Amount for the existing Line Items are not modified. This issue has been fixed.

  • When the count of the service/part line items is high, all the service/part line items do not get listed. This issue has been fixed.

  • When creating follow-up records, the option to add the address is not shown.This issue has been fixed.

  • When a crew is assigned to a service appointment and later the service appointment is rescheduled, the app crashes. This issue has been fixed.

  • For estimates, there is a mismatch between the Expiry Date shown in the mobile app and web app. This issue has been fixed.

  • The error message indicating that onboarding is incomplete is not shown. This issue has been fixed.

  • No error message is shown if location data is unavailable for a trip. This issue has been fixed.

Jul 11

Bug-Fixes
  • After the Dispatch Console is refreshed, it keeps loading. This issue has been fixed.

  • The Service Resources filter in the Dispatch Console does not list any values. This issue has been fixed.

  • The vertical scroll issue in the Dispatch Console Gantt has been fixed.

  • In certain reports, the date/time filters do not work. This issue has been fixed.

  • No error message is shown if user tries to delete a field that is used in a Rule Trigger based on Field Update. This issue has been fixed.

Jul 8

Enhancement

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.

Jul 8

Bug-Fixes

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

  • When the user navigates to a related record from the Related List tab and then navigates back to the parent record, no details are shown. This issue has been fixed.

  • Even when the service/part has an Unit, that value is not populated when the service/part is added as a line item. This issue has been fixed.

  • When a user adds a new Contact with an associated Company from the Contact field of the Create Asset form, the Contact field is populated with the newly created value but not the Company field. This issue has been fixed. 

  • The edited Lat & Long values are not saved to the address present in the record. This issue has been fixed.

  • Unlike in the web app, in the Details screen, the values of the aggregate fields are shown after they are rounded off to two decimal places. This issue has been fixed.

Jul 7

New Feature
Rule Trigger based on Field Update

You can now add rule triggers in a workflow rule based on whether field values are modified or not. This feature allows you to define specific conditions that trigger the workflow rule based on changes made to specific fields. With this capability, you can automate actions and processes more precisely, improving efficiency and accuracy in your business operations.

Restrict Pricing Information in Service Reports

To prevent users from including pricing information for services and parts in a service report, you can create a custom profile with the ability to create and view service reports, but without the permission to show pricing.

Jul 7

Bug-Fixes
  • When a service appointment is spread over several days and two different time sheets are created on two different days, in the calendar view, the first time sheet entry keeps repeating itself until the second time sheet entry. This anomaly occurs only if the service resource has more than 1000 timesheets. This issue has been fixed.

  • User is unable to export reports in the Excel format. This issue has been fixed.

  • User is unable to update a work order from the mobile app as the address field validation fails. This issue has been fixed.

Jun

Jun 29

Enhancement
  • 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.

Jun 29

Bug-Fixes
  • During invoice creation, dispatcher is unable to link the Zoho FSM record to Zoho Books. This issue has been fixed.

  • The notifications are shown twice to indicate the start and end of the sync when a user performs a manual sync. This issue has been fixed.

Jun 28

Enhancement
  • 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.

Jun 28

Bug-Fixes
  • A default value of zero is shown in custom fields of type decimal and number. This issue has been fixed.

Jun 27

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

Jun 27

Bug-Fixes
  • The Edit button is not displayed properly in the Service Appointment Details overlay in the Dispatch Console Gantt view. This issue has been fixed.

Jun 20

Bug-Fixes
  • Some of the field values used for the two-way data sync between Zoho FSM and Zoho Invoice/Books are not as per the field mapping. This issue has been fixed.

  • The problem (customer-specific) with encoding in the generated estimate, has been fixed.

Jun 17

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

Jun 17

Bug-Fixes
  • The field mapping set by the user for the two-way data sync between Zoho FSM and Zoho Invoice/Books is not retained even after saving. This issue has been fixed.

  • In the User Details page, the Attendance section is not shown under the Related List tab. This issue has been fixed.

  • Email template UI bug fixes.

Jun 16

New Feature
Schedule, Dispatch, and Reschedule with Ease

In the latest version (Version 1.2.52) of the FSM mobile (iOS) app, you can now Schedule, and Dispatch service appointments from the mobile app. You can also assign the service appointment to other service resource. Rescheduling of service appointments is also supported now.

Jun 16

Enhancement

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.

Jun 16

Bug-Fixes

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

  • The app crashes when navigating from the List page to the Service Appointment/Work Order Details page. This issue has been fixed.

  • The app crashes while editing part line items in a work order. This issue has been fixed.

  • The decimal values are not displayed in the Unit Price of Service/Part. This issue has been fixed.

  • The marker denoting filtering or sorting is retained even when the module is changed. This issue has been fixed.

  • For smaller attachments, the file name is also shown in the thumbnail view of Notes attachments. This issue has been fixed.

  • Sometimes, the page title does not appear when accessing the Details page. This issue has been fixed.

  • Even when a field is hidden in the layout, error messages for the field are shown. This issue has been fixed.

  • When the Save button is clicked in layout pages while the form is rendering, the app crashes. This issue has been fixed by disabling the Save button till the form is rendered.

  • When a service task is delinked from an appointment, its status in the parent work order does not change to New. This issue has been fixed.

  • When the appointment is in New status, under the Overview tab, it isn't indicated that technicians haven't been assigned yet. This issue has been fixed.

Jun 15

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

Jun 15

Bug-Fixes
  • The user is unable to create an estimate using a service that is linked to a work order. This issue has been fixed.

Jun 14

Enhancement
  • 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.

Jun 12

  • The service address has been included in the card shown on hovering over the service appointment bar in the Gantt and Calendar view of the Dispatch Console.

  • Service Appointment module has been added to the global create option available in the top menu bar.

Jun 12

Bug-Fixes
  • User is unable to filter records using lookup field values. This issue has been fixed.

  • When user refreshes the page while creating a workflow, a page not found error is shown. This issue has been fixed.

Jun 11

Enhancement
  • 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.

Jun 11

Bug-Fixes
  • Two-way sync bug fixes.

Jun 9

Bug-Fixes

The following changes are available in the latest version (Version 1.5.12) of the FSM mobile (Android) app:

  • In the UK edition, when the tax configuration for the contact is Non European Union, user is unable to add part line items while editing work orders, or estimates. This issue has been fixed.

  • When a service task is delinked from an appointment, its status in the parent work order does not change to New. This issue has been fixed.

Jun 7

New Feature
Service Territories APIs

APIs to search service territories, retrieve one or more service territories, are now available.

Jun 7

Enhancement
  • 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.

Jun 7

Bug-Fixes
  • The record IDs are not included in the exported file. This issue has been fixed.

  • The day and month of the date displayed in the Time Off notification needs formatting. This issue has been fixed.

  • In the left panel of the Dispatch Console, the currency fields like Grand Total are shown even when the user does not have the Show Pricing permission.

Jun 6

New Feature
Schedule, Dispatch, and Reschedule with Ease

In the latest version (Version 1.5.11) of the FSM mobile (Android) app, you can now Schedule, and Dispatch service appointments from the mobile app. You can also assign the service appointment to other service resource. Rescheduling of service appointments is also supported now.

Jun 6

Enhancement

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.

Jun 6

Bug-Fixes

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

  • User is able to create an estimate without the billing address. This issue has been fixed.

  • After editing a signed service report by providing a reason, the signature added to the report is not retained. This issue has been fixed.

Jun 1

Bug-Fixes
  • In the global edition, the mandatory check for the timezone field is not done during the onboarding process. This issue has been fixed.

  • User edits a signed service report and adds a new signature. Later when they try to add a technician feedback, they face an error. This issue has been fixed.

May

May 27

Bug-Fixes
  • User is unable to reschedule or complete service appointments. This issue has been fixed.

May 26

Bug-Fixes
  • User is unable to import companies from Zoho Books. This issue has been fixed.

  • When the tax configuration for the org is Tax Inclusive and for the contact Non-Taxable, user is unable to create the invoice. This issue has been fixed.

  • Using the create API for Services And Parts, user is not able to create a new service with service tasks. This issue has been fixed.

May 25

Bug-Fixes
  • The associated custom function is not executed when a workflow rule is triggered. This issue has been fixed.

  • The number of appointments created for the month is not displayed accurately in the profile menu on the date of subscription renewal. This issue has been fixed.

May 24

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

May 24

Bug-Fixes
  • Even after enabling "Enable trade with contacts outside United Kingdom", user is not able to create invoice for contacts from other countries. This issue has been fixed.

  • Issue fixes in Reports.

May 17

Bug-Fixes
  • Despite the presence of work orders in the system, the dashboard is not displaying any information. This issue has been fixed.

  • User is unable to email a report in which PII data is used in row/column grouping, and the user chooses to include the PII data. This issue has been fixed.

May 16

New Feature
Choose Whether to Include PII Data in Reports Export or Email

You can now choose whether you want to include PII data while exporting or emailing reports. It's crucial to carefully weigh the decision to include PII in a report before exporting or emailing it.

May 16

Enhancement

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

May 16

Bug-Fixes
  • User cannot create a work order as they are unable to select an Exemption Reason for the service line item. This happens when the tax configuration for the contact associated with the work order is Non-Taxable. This issue has been fixed.

May 12

Bug-Fixes
  • When there are inactive contacts in work orders, the Work Orders List is not displayed in the Dispatch Console Left Panel. This issue has been fixed.

  • The status of Requests is shown as Work In Progress even when all the associated work orders and the appointments are completed. This issue has been fixed.

  • When creating webhooks for the Work Orders and Service Appointment modules, the Headers and Body sections are not displayed in the Create WebHook form. This issue has been fixed.

  • When a service appointment assigned to multiple service resources is deleted, one of the service resource continues to have access to the parent work order and is able to create a service appointment. This issue has been fixed.

  • Minor UI bug fixes.

May 11

New Feature
Clone Service Reports - Save Time and Ensure Accuracy

A cloned service report can now be generated, which comprises all particulars of the initial report, including the customer's signature. Cloning a service report can save time and it ensures that all necessary information is included in the new report and reduces the risk of errors or omissions.

Signature Support in Service Report

In the web application, it is now possible to include a signature in a service report. When creating a service report, you can choose to draw the signature or upload it as a file in the Customer Feedback step.

May 11

Enhancement
  • 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.

May 10

Bug-Fixes
  • At a later point after the sync is enabled, when you add/edit any mapping under Services And Parts-Items, the Rate field in Zoho Books/Invoice is set to zero. This issue has been fixed.

May 8

Enhancement
  • 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.

May 8

Bug-Fixes
  • The subscription renewal date is miscalculated based on the date when an add-on is purchased. This issue has been fixed.

May 4

New Feature
Custom Views: The Key to Effortlessly Retrieving Records that Suit Your Needs

Using Custom Views, you can now create a template for easily retrieving records that cater to your specific requirements and preferences. You have the option of either creating a view from scratch or replicating an existing one.

Zoho FSM Expands Tax Support with KSA and UAE Editions!

Businesses operating in Saudi Arabia (KSA) and United Arab Emirates (UAE) can now use Zoho FSM to manage their field service operations while complying with local tax laws. The new tax editions include features such as tax rates, and rules specific to KSA and UAE.

Support for Saudi Arabia Tax Edition

The Saudi Arabia (KSA) tax edition is now supported in the latest version (Version 1.2.51) of the FSM mobile (iOS) app.

Support for UAE Tax Edition

The United Arab Emirates (UAE) tax edition is now supported in the latest version (Version 1.2.51) of the FSM mobile (iOS) app.

May 4

Enhancement
  • 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.

May 4

Bug-Fixes
  • In the Edit Estimate overlay when you Save and Send after editing an estimate, Send Estimate overlay is shown even if there are errors in it. This issue has been fixed.

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

  • In the Create and Edit screens of contacts, companies, and assets, the sections are not shown in the same order in which they are added in their Module Builder layout. This issue has been fixed.

  • The service line items on the Service Appointment Details page are not shown in the same order in which they were selected while creating the appointment. This issue has been fixed.

  • User is unable to share the invoice with other applications. This issue has been fixed.

  • When composite fields like Service/Billing Address fields are left empty, the mandatory field error is not shown. This issue has been fixed.

  • The zero added to the beginning of a phone field is not shown in the Details page.

May 3

New Feature
Manage Your Requests Anywhere!  

Users can easily create new Requests, edit existing ones, and view them from their mobile device (Android Version 1.5.10). This feature allows users to access and manage their Requests on-the-go, making it more convenient and efficient to stay on top of their work.

Manage Estimates On-The-Go!  

Users can now create, edit and view estimates on-the-go from their mobile device (Android Version 1.5.10), making it easier for businesses to manage their estimates even when away from their desk.

Support for Saudi Arabia Tax Edition

The Saudi Arabia (KSA) tax edition is now supported in the latest version (Version 1.5.10) of the FSM mobile (Android) app.

Support for UAE Tax Edition

The United Arab Emirates (UAE) tax edition is now supported in the latest version (Version 1.5.10) of the FSM mobile (Android) app.

May 3

Enhancement

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.

May 3

Bug-Fixes
  • In a WePay integrated account, invoice generation fails when the contact does not have an email ID. This issue has been fixed.

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

  • The field to enter the value for the filter criteria doesn’t contain is not shown. This issue has been fixed.

Apr

Apr 28

Bug-Fixes
  • When a service appointment is spread over several days and two different time sheets are created on two different days, in the calendar view, the first time sheet entry keeps repeating itself until the second time sheet entry. This anomaly occurs only if the service resource has more than 200 timesheets. This issue has been fixed.

  • The column selector in the List view does not work if the default fields are deleted from the layout builder. This issue has been fixed.

Apr 27

New Feature
Associate FSM and Books/Invoice Records with New Link and Push Options

The link option in individual Zoho FSM records allows for immediate association of a specific Zoho FSM record with a Zoho Books/Invoice record. Additionally, it is possible to instantly push a Zoho FSM record to Zoho Books/Invoice.

Apr 27

Enhancement
  • 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.

Apr 27

Bug-Fixes
  • In the Saudi Arabia, and Indian editions, while creating a work order, if you change the prefilled tax rate of the service, it is not reflected in the invoice created. This issue has been fixed.

Apr 25

Enhancement
  • 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.

Apr 25

Bug-Fixes
  • In Reports, the Between filter is not working as intended. This issue has been fixed.

  • The Service Appointments List in the left panel of the Dispatch Console is not displayed properly when the service task used in any of the Service Appointments is deleted. This issue has been fixed.

Apr 22

Bug-Fixes
  • When there are custom Payment Terms with the same number of days, user is unable to select a value from the Payment Terms dropdown in the Create Invoice form. This issue has been fixed.

Apr 20

New Feature
Manage Your Requests Anywhere!  

Users can easily create new Requests, edit existing ones, and view them from their mobile device (iOS Version 1.2.50). This feature allows users to access and manage their Requests on-the-go, making it more convenient and efficient to stay on top of their work.

Manage Estimates On-The-Go!

Users can now create, edit and view estimates on-the-go from their mobile device (iOS Version 1.2.50), making it easier for businesses to manage their estimates even when away from their desk.

Apr 20

Enhancement

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.

Apr 20

Bug-Fixes
  • User can click the Next/Import button when the data is being processed. Page loader has been added to the Import Data pages to fix this.
  • The live location is not displayed in the Map view of the Dispatch Console. This issue has been fixed.

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

  • User is unable to share the service report to other applications. This issue has been fixed.

  • The app crashes when a user clicks on two fields at the same time in any Create form. This issue has been fixed.

  • A UI issue occurs when user clicks on the calendar icon in the Service Appointments List page. This issue has been fixed.

Apr 19

Enhancement

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.

Apr 10

New Feature
Upload File To ZFS API

An API to upload a file to Zoho File System (ZFS) is now available.

Add Attachment to Note API

An API to add an attachment to a note is now available.

Apr 10

Enhancement
  • 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.

Apr 5

New Feature
Work Type APIs

APIs that allow for retrieving the specific details of a singular work type or all work types within Zoho FSM are now available.

Apr 5

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

Apr 3

New Feature
Add Services, and Parts  

You can now add, edit and view Services, and Parts from the mobile (iOS Version 1.2.49) app.

Add Assets  

You can now add, edit and view Assets from the mobile (iOS Version 1.2.49) app.

Apr 3

Enhancement

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.

Apr 3

Bug-Fixes

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

  • Whenever the user tries to filter or sort on the Service Appointments List page after clicking View More on the Home page, the application crashes. This issue has been fixed.
    The app crashes when user navigates to the Service Appointments List page on clicking View More in the Home page, and then tries to perform a filter or sort.

  • When more than 20 service line items are present, and user selects all of them in the Generate Invoice page, the application crashes. This issue has been fixed.

  • The user can save an empty address. An error message is now added to indicate that the address cannot be left empty.

  • In editions where tax is not applicable to address, then an empty Tax label is displayed. This issue has been fixed.

  • The website fields do not permit the use of capital letters. This issue has been fixed.

Mar

Mar 30

New Feature
Access All Your PII Data in One Place

In compliance with GDPR guidelines you can now view all the fields designated as PII (Personally Identifiable Information) in a single place.

Mar 28

Bug-Fixes
  • In the Create Request, Create Estimate, and Create Work Order forms, the Currency fields are not populated when you select the Contact. This issue has been fixed.

Mar 27

Bug-Fixes
  • A user without the Show Pricing permission is unable to log in to the FSM mobile app. This issue has been fixed.

  • Dispatcher is unable to export Reports. This issue has been fixed.

Mar 27

New Feature
Update User API

An API to update a Zoho FSM user is now available.

Mar 24

New Feature
Password Protection for Exported Files

You can now make the files generated during data export and report export more secure by adding a password to them. A new feature control is added to enable password protection for exported files.

Mar 24

Enhancement
  • 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.

Mar 22

Bug-Fixes
  • The Calendar in the Service Resource Details overlay (in the Gantt view of the Dispatch Console) is not displayed when an appointment for the service resource is rescheduled. This issue has been fixed.

Mar 16

New Feature
Add Contacts, and Companies  

You can now add, edit and view Contacts, and Companies from the mobile (iOS Version 1.2.48) app.

Mar 16

Enhancement

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.

Mar 16

Bug-Fixes
  • When the calendar view is hidden, the All Service Appointments list view is not shown. This issue has been fixed. Also, in the calendar view, the calendar carousal is hidden when the user scrolls down.

  • When None is selected in a picklist, mandatory field error is not shown. This issue has been fixed.

Mar 14

New Feature
Notifications API

API to create notifications in Zoho FSM is now available.

Add Services, and Parts  

You can now add, edit and view Services, and Parts from the mobile (Android Version 1.5.01) app.

Add Assets

You can now add, edit and view Assets from the mobile (Android Version 1.5.01) app.

Mar 14

Enhancement
  • 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.

Mar 14

Bug-Fixes
  • Unable to edit an user as the Edit User form keeps loading. This issue has been fixed.

  • When you edit an estimate with an Expiry Date, the date is not saved. This issue has been fixed.

  • An Expiry Date added to an Estimate is not updated in the timeline. This issue has been fixed.

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

    • You could make changes to the inactive Contacts, Companies, Assets, and Services And Parts records. This issue has been fixed.

Mar 10

New Feature
Estimate flow changes

We have overhauled the Estimate flow to expand its purview. The major changes are:

  • You can now Resend an estimate with or without changes. You can also clone an estimate and resend it.

  • A new Emails tab will list the details of the emails sent for an estimate.

  • Different estimate email statuses to help you identify the state of the estimate email.

Mar 3

New Feature

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

Add Contacts, and Companies

You can now add, edit and view Contacts, and Companies from the mobile app.

Attachments Preview

You can now view the preview of the attachments in Notes with a long press.

Mar 3

Enhancement

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.

Mar 3

Bug-Fixes
  • When Show Pricing permission is disabled, the user is unable to see service and parts in when trying to create a work order. This issue has been fixed.

  • You could exit the permission dialog for camera access without selecting an action. This issue has been fixed.

Feb

Feb 27

New Feature

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

Attachments Preview

You can now view the preview of the attachments in Notes. To see the preview, either tap the attachment or long press and select preview.

Feb 27

Enhancement

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.

Feb 27

Bug-Fixes
  • In the Trips tab of the Service Appointment Details screen, incorrect unit shown for the total distance travelled for trips. This issue has been fixed.

  • Icons added to dropdowns in entries listed under the Time Sheets tab and Service Tasks tab in Service Appointment Details screen.

  • User is not able to access the appointment or work order if user does not have permission to view the contact or company added in the appointment or work order. This issue has been fixed.

  • The timer is shown in the Overview tab of the Service Appointment Details screen even after you complete work for the appointment. This issue has been fixed.

  • When you edit the associated service of a Part Line Item, instead of the Part Line Item getting updated, a new Part Line Item gets added. This issue has been fixed.

  • Text formatting issues in the header sections of the Service Report Preview screen, and Profile screen has been fixed.

Feb 24

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

Feb 24

Bug-Fixes
  • In the Work Order Books/Invoice Mapping, changes have been made so that mapping can be done only between compatible field types.

Feb 22

New Feature
Clone Service Report

A service report can now be cloned.

Restrict Service Report Edit

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

Feb 22

Enhancement
  • 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.

Feb 22

Bug-Fixes
  • In the recently signed up FSM accounts, the views in the Dashboard are not loading. This issue has been fixed.

  • The scrolling issue in some Setup pages have been fixed.

Feb 17

New Feature
Entity Log

Through the Entity Log, you can now oversee and track the user activities in the records of the various FSM modules.

Feb 17

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

Feb 15

Enhancement

Feb 15

Bug-Fixes
  • In FSM accounts using Type I sync, after sync, the old value of the associated company of a contact is shown in the timeline. This issue has been fixed.

  • Tool tips are displayed away from its labels. This issue has been fixed.

  • When the Books organization integrated with a FSM account is deleted, then you will not be able to create work orders, service appointments, assets, etc. An error message has been added to indicate this.

Feb 8

New Feature

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

Barcode and QR code scanning

While creating a work order, you can now search the Asset, Service, and Part lookup field values using their Barcode or QR codes.

Sorting in List screens

Sorting is now available in the Work Orders and Service Appointments List screen.

Feb 8

Enhancement

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.

Feb 6

Enhancement
  • 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.

Feb 6

Enhancement

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.

Feb 6

Bug-Fixes
  • In the Create Work Order form, the parts and skills are not updated when the corresponding service line item is changed. This issue has been fixed.

Feb 2

New Feature
Webhooks

Use webhooks to trigger event notifications that let you communicate with other applications and exchange information about the event that occurred.

Feb 2

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

Feb 1

Bug-Fixes
  • In some cases when its contents are too long, the service appointment bar is not displayed in the Gantt area of the dispatch console. This issue has been fixed.

Jan

Jan 31

Enhancement
  • 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.

Jan 31

Bug-Fixes
  • The Services and Parts custom fields are not updated during sync. This issue has been fixed.

Jan 27

Enhancement
  • 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.

Jan 27

Bug-Fixes
  • In the Edit Work Order overlay, if the value of Line Item Amount is zero, then the Line Item Amount is left blank. This issue has been fixed.

  • In the Number and Currency fields, the value zero is displayed as a hyphen. This issue has been fixed.

  • Help link is added to the Merge [Record] screen.

  • FSM organization is not deleted after 180 days of inactivity. This issue has been fixed.

  • The status of a closed request is not updated when the status of a related work order is changes to New from Closed. This issue has been fixed.

Jan 23

Bug-Fixes
  • When the option Modules and Fields is selected from the left menu in the Setup page, the font size of the menu items changes. This issue has been fixed.

  • In the Rule Criteria of workflows, even when the value chosen for a boolean field is Selected, while displaying the criteria, the value is shown as Not Selected. This issue has been fixed.

Jan 20

Enhancement

Jan 20

Bug-Fixes
  • In the Indian edition, an error occurs when a user tries to create an invoice that has an invalid Tax Registration Number associated with it. A specific error message (instead of a generic one) has been added for this scenario.

Jan 18

New Feature

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

Barcode and QR code scanning

You can now search Assets using its Barcode or QR codes while creating a work order.

Advanced search in lookup

Advanced search is now supported in the lookup fields.

Jan 18

Enhancement

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.

Jan 18

Bug-Fixes
  • When a workflow is created with a trigger criteria as SA Status is Completed and the associated custom function fetches the End Time of the timesheet, it fails to execute successfully because at the time when the status of the service appointment changes to Completed, the End Time of a timesheet is not available. This issue has been fixed now. The rule will now be triggered only after the End Time is updated in the service appointment module.
  • The following changes are available in the latest version (Version 1.4.40) of the FSM mobile (Android) app:

    • Issues in work order layout form have been fixed.

    • The aggregate field values are not calculated incorrectly when the setting chosen for item rates is Tax Inclusive or Tax Exclusive. This issue has been fixed.

Jan 13

Enhancement

Jan 12

Enhancement
  • 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.

Jan 12

Bug-Fixes
  • The Trips module has been removed from the Module dropdown in the Create page of Workflow Rules, Field Updates, and Functions.

  • In the Create Tax page, the Tax Authority field is now a lookup field with the Quick Create option.

  • When you downgrade the edition of an FSM account from Standard to Free, only one workflow rule will be active (based on the latest modified time). When you upgrade an FSM account from Free to Standard, then the status of previously active workflow rules will be restored.

  • Client-side issues in Email Template have been fixed.

Jan 10

Enhancement
  • 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.

Jan 10

Bug-Fixes

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

  • The last character of the Services listed in the Service Line Item pick list in the Add/Edit Part Line Item screen is omitted. This issue has been fixed.

  • Even when the trips have a value, it is incorrectly displayed as zero. This issue has been fixed.

Jan 9

Bug-Fixes
  • The issue with the holiday name being restricted to only twelve characters has been fixed. The allowed length is now eighty characters.

Jan 5

Enhancement

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.

Jan 4

Bug-Fixes
  • An issue with the Invoices module not opening from the Work Order Management menu has been fixed.

  • An issue with creating Follow-up Work Orders from the iOS mobile app has been fixed.

Jan 4

Enhancement
  • 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.

Jan 2

Bug-Fixes
  • If the decimal places in the latitude and longitude of the contact address exceed six digits, then user is unable to create Work Orders, Estimates, or Requests in some FSM accounts. This issue has been temporarily fixed. The decimal places in the latitude and longitude values will be truncated to six digits while creating or editing Work Orders, Estimates, or Requests.
  • Two users of a Books account can integrate that Books organization to new FSM accounts they create. This issue has been fixed. An error message will be displayed when a second Books user tries to integrate the same Books organization to a new FSM account.

2022

Dec

Dec 31

New Feature
Trips module

A new menu item, Trips, has been added under the Workforce menu. This will enable you to manage trips from the Zoho FSM web app.

Time Off module

You can now manage time off from the Zoho FSM web app. This can be done from the Time Off module listed under the Workforce menu.

Dec 31

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

Dec 31

Bug-Fixes
  • The service resource calendar in the Service Resources List under the Gantt view of the Dispatch Console is not displayed properly when you switch from the Calendar view of the Dispatch Console. This issue has been fixed.

Dec 29

Enhancement
  • 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.

Dec 24

Enhancement
  • 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 SetupDeveloper Space.
    • Connections is moved from Setup > Automation to SetupDeveloper 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.

Dec 24

Bug-Fixes
  • Currency information is displayed on the Organization Profile page. This issue has been fixed.
  • In email templates, the files types .txt, .bmp, .vcf, .xls, and .csv are not supported for attachments. This issue has been fixed.

Dec 22

The following changes are available in the latest version (Version 1.2.44) of the FSM mobile (iOS) app:

  • 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.
  • When the user changes devices, information about ongoing trips will be fetched only from the device where the trip had started.
  • The look and feel of the components Picklist, Lookup and Date have been changed.
  • The UI of the service report preview page has been changed.
  • Cancel option is now present in the alert shown when user tries to call or message from the Overview tab of the Service Appointment Details and Work Order Details pages.

Dec 22

Bug-Fixes
  • The time elapsed for an In Progress appointment is not shown in the Overview tab of the Service Appointment Details page. This issue has been fixed.

Dec 21

New Feature
Email Notification

Use email notifications to send alerts about an event or action performed. Simplify the process of sending instant updates about key developments.

Email Template

Manage your communications swiftly using easy-to-create, reusable email templates that will help you automate sending repetitive emails to multiple recipients.

Dashboard

Dashboards offer users information that will provide them with a well-rounded understanding of the day-to-day operations of their organization. It provides users with insights that will help them make informed decisions.

Dec 20

Enhancement

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.

Dec 16

New Feature
Send Service Report

You can now email your customers the service report with your organization's branding (company name, logo, etc). The service report will have two statuses - Draft, Sent

Standalone Function

With Standalone Functions you can create custom functions and expose the function as a REST API. Thus a standalone function can be used by Zoho FSM, other Zoho applications, and any third-party application.

Dec 16

Enhancement
  • 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.

Dec 16

Bug-Fixes
  • In the Edit Contact page, the Address fields are not populated. This issue has been fixed.
  • The Auto-Number format gets reset on a layout edit. This issue has been fixed.
  • In some accounts, users are unable to delete fields from the layout permanently. This issue has been fixed.
  • In some accounts, the permanently deleted fields still appear in advanced filters unless the cache is cleared. This issue has been fixed.

Dec 9

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

Dec 9

Bug-Fixes
  • Addresses in records created through an API or custom function and that doesn't have an Address Name are not mapped to the corresponding fields when used to create new related module records through conversion. This issue has been fixed.
  • The status of a related module is displayed as a numeric value in the timeline. This issue has been fixed.
  • The billing statuses, Paid and Partially Paid are not updated in appointments. This issue has been fixed.

Dec 6

Bug-Fixes
  • UI issues related to records merge have been fixed.

Dec 5

New Feature
Merge Records

You can now merge records in Zoho FSM thereby eliminating duplicates. This feature is available in the Contacts, Companies, and Services And Parts modules.

Dec 2

New Feature
Dispatch Console Calendar view

A Calendar view is now available in the Dispatch Console. In this view, you can see all service appointments, holidays, and time offs taken by the users. You can drag and drop work orders to create appointments, create appointments from the Calendar view, and drag and drop appointments to reschedule them.

Dec 2

Enhancement

Dec 2

Bug-Fixes
  • Incorrect time intervals are displayed when there is variation between the user and machine time zone. This issue has been fixed.
  • Workflow rules are not triggered for work order status updates. This issue has been fixed.
  • Workflow rules are triggered multiple times for appointment status updates. This issue has been fixed.

Dec 1

Bug-Fixes
  • The Tax Name field is not displayed in some Global edition accounts. This issue has been fixed.

Dec 1

Enhancement

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.

Dec 1

Bug-Fixes

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

  • In the Follow-Up Estimate Create screen, the issue with aggregate field calculation has been fixed.
  • On the Generate Invoice screen where you select the service line items to be invoiced, a UI issue with displaying the billing status has been fixed.

Nov

Nov 30

Enhancement
  • 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.

Nov 30

Bug-Fixes
  • If an appointment is scheduled for 12 am, and a holiday also falls on that day, their entries overlap in the service resource calendar. This issue has been fixed. The holiday will be shown first and the appointment below it.
  • In the service resource calendar, the appointments of deleted work orders are displayed. This issue has been fixed.
  • An issue in calculating the Grand Total when the Zoho Invoice settings include preferences like Tax Inclusive, Transaction level discount with Discount Before Tax has been fixed.
  • On the Module Mapping page, the help link is not positioned correctly. This issue has been fixed.

Nov 28

Enhancement

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.

Nov 24

Enhancement
  • 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.

Nov 24

Bug-Fixes
  • The billing status of the appointment doesn't change from None to Invoiced when an appointment is created after invoice generation. This issue has been fixed.
  • Any view selected in List pages changes to the default value when any page action (applying filters, choosing records per page) is performed. This issue has been fixed.
  • UI issues in dropdowns have been fixed. The distance of the caret icon from the right-side edge has been increased. In a multi-select dropdown, the caret icon will always be shown at the top-right side.

The following changes are available in the latest version (Version 1.4.34) of the FSM mobile (Android) app:

  • OneAuth users encountered an invalid scope error while logging in. This issue has been fixed.
  • The scopes required for the FSM mobile app have been added in IAM init method. This change has been made as a workaround for an IAM issue.
  • During login, an option to reauthorize the changed scopes has been added.

Nov 22

Enhancement
  • 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.

Nov 22

Bug-Fixes
  • Upon selecting a field technician or crew from the Service Resources filter in the Dispatch Console Map view, the details of the service appointments assigned to it are displayed on the right side of the map. The Start/End Date Time was missing in these details. This issue has been fixed.
  • In the left panel of the Dispatch Console, you can choose the columns in the tabular view of the Work Orders tab using the column selector on the Work Orders List page. If one of these columns is deleted, then the Work Orders tab is loaded. This issue has been fixed.
  • In the Work Order Details page, or Service Appointment Details page, when you immediately switch to another tab from the Service tasks tab, details of the service task load. This issue has been fixed.

Nov 20

Enhancement

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.

Nov 20

Bug-Fixes
  • An issue with the size of the Force Complete Work Order popup has been fixed.
  • When ending a time sheet, Complete Work is chosen for the associated line items, but the line items are only partially completed. This issue has been fixed.
  • The work order (and the service appointment) associated with an ongoing trip is deleted causing the app to crash. A fix has been put in place to check that the parent service appointment is not null for a trip to be displayed.
  • The edit option is not available in the service report. This issue has been fixed.
  • In case only a single entry is available under the My Entries, and All Entries tab of a time sheet, and if any of the entries are deleted, the app crashed. This issue has been fixed.

Nov 18

Enhancement

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.

Nov 18

Enhancement

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.

Nov 18

Bug-Fixes

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

  • The tiles at the bottom of the All Service Appointments Map view screen differed in height when the overdue time was mentioned. This issue has been fixed.
  • The error message for modified permissions of a user has been changed.
  • While canceling or terminating a work order, you could submit the reason with just a hyphen. This issue has been fixed.
  • When you edit a time sheet, all its services were not listed. This issue has been fixed.

Nov 17

Enhancement
  • 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.

Nov 14

Enhancement
  • 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.

Nov 14

Bug-Fixes
  • When payments are reversed, the status of the invoice would change to Sent or Pending. The billing status of the work order did not change accordingly. This issue has been fixed.
  • During daylight saving time, the service resource calendar, and the Gantt view of the Dispatch Console were not displaying properly. This issue has been fixed.

Nov 12

Enhancement

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.

Nov 11

Bug-Fixes
  • The service appointment card is displayed distorted due to time zone variation between the user and machine time zone. This issue has been fixed.
  • When you assign a lead in the Create Appointment form and later change the dates, the lead assigned for a service appointment remains unchanged even when the service resource is unavailable during that date. This issue has been fixed.
  • A mapping under the Work Order - Invoice Mapping, inserts the value in an improper format into the Invoice field. This issue has been fixed.

Nov 9

Enhancement
  • 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.

Nov 9

Bug-Fixes
  • When a Books account with Inventory integration is integrated with FSM, the inventory tracking feature doesn't function in FSM. This issue has been fixed.
  • When you assign an agent in the Create Appointment form and later change the dates, the agent assigned for a service appointment is not removed even when the agent is unavailable during that date. This issue has been fixed.
  • A custom field selected in the column selector is not displayed on the Work Order List page. This issue has been fixed.
  • The Actual Start Time is not populated when a timesheet is created for a dispatched appointment. This issue has been fixed.

Nov 4

Bug-Fixes
  • FSM Companies/Contacts not synced with Finance Customers. This issue has been fixed.

Nov 3

Enhancement
  • 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.

Nov 3

Bug-Fixes
  • During the initial setup the time taken to integrate a new Books account with a new FSM account is too long. This issue has been addressed.
  • An invoice account is integrated with an inventory account. When this invoice account is integrated with FSM, two organizations are created. This issue has been fixed.
  • UI and issue fixes in the Service report.
  • Issue fixes in the Gantt view of the Dispatch Console.

Oct

Oct 31

New Feature
FSM in IN, AU DCs

Zoho FSM is now available in India (IN) and Australia (AU) DCs.

India (IN) - https://fsm.zoho.in/

Australia (AU) - https://fsm.zoho.com.au/

Oct 28

Enhancement
  • 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. 

Oct 28

Bug-Fixes

The following issues have been fixed in the latest version (Version 1.4.32) of the Android FSM mobile app:

  • Some contact values are not auto-populated while creating a work order.
  • In the free edition, service tasks can be added while editing a work order.
  • While adding an attachment in notes, the name of a previously removed attachment cannot be used.

The following issues have been fixed in the latest version (Version 1.2.40) of the iOS FSM mobile app:

  • Tab scroll issue in the appointment and work order detail pages.
  • When the time format is set to 12-hour, the app crashes in some regions.

Oct 20

Enhancement

Oct 20

Bug-Fixes
  • Updates in item records in Books are not synced in FSM. This issue has been fixed.

Oct 18

Bug-Fixes
  • The horizontal scroll issue in the Dispatch Console Gantt has been fixed.

Oct 17

Enhancement

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.

Oct 17

Bug-Fixes
  • The trip file is not uploaded to Stratus, as the upload signature is missing. This issue has been fixed in the latest version (Version 1.2.39) of the FSM mobile (iOS) app.

Oct 14

Bug-Fixes
  • When the estimate email window is reduced in size, the formatting is skewed. This issue has been fixed.

Oct 13

Bug-Fixes
  • In the email notification sent after import completion, the attachment doesn't have the details of the errors for the skipped records. This issue has been fixed.

Oct 12

Enhancement
  • 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.

Oct 12

Bug-Fixes
  • Issue fixes in address geocoding.

Oct 3

Enhancement
  • 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.

Sep

Sep 29

Enhancement

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

Sep 28

Enhancement
  • 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.

Sep 28

Bug-Fixes
  • Pricing-related text changes and issue fixes.

Sep 23

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

Sep 23

Bug-Fixes
  • The Books/Invoice custom fields mapped to the FSM address and lookup fields (Work Order - Invoice Mapping under Setup > Billing > Setup) are unavailable during invoice creation. This issue has been fixed.
  • The Tax Agency page is not displaying for Canada edition accounts. This issue has been fixed.

Sep 21

Enhancement
  • Welcome email added to the FSM onboarding process.

Sep 21

Bug-Fixes
  • While editing a work order, the mandatory field validation is not performed for the address fields. This issue has been fixed.
  • A vendor added in Books is available in the quick import for companies in FSM. This issue has been fixed.

Sep 20

Enhancement

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.

Sep 19

Bug-Fixes
  • The scrolling issue in the Gantt view of the Dispatch Console has been fixed.
  • In the Services And Parts module, the Tax Exemption field is not displayed when Non-Taxable is selected. This issue has been fixed.

Sep 15

New Feature
Service tasks

You can now add service tasks (or subtasks) to a service. Add service tasks to a composite task consisting of several activities. The work for a service task can be partially completed and can be resumed later. This feature is only available for newly signed up accounts.

Sep 12

Enhancement
  • API to create invoices in FSM is now available.

Sep 10

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

Sep 10

Enhancement

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.

Sep 6

Enhancement
  • 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.

Aug

Aug 31

Bug-Fixes
  • The issue with the Services and Parts import failing in Global edition accounts has been fixed.

Aug 30

Enhancement
  • 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.

Aug 30

Bug-Fixes
  • The issue with the incorrect date/time in the service report signature has been fixed.

Aug 26

New Feature
Standard edition trial

New FSM signups will receive a 15-day, free trial of the Standard edition. After the trial, you will be downgraded to the Free edition. You can purchase an FSM subscription to continue using the Standard edition.

Aug 26

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

Aug 26

Bug-Fixes
  • The issue with the Download option in the service report has been fixed.
  • The issue with the Edit icon not showing for a field update is fixed.

Aug 24

Enhancement

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.

Aug 23

Bug-Fixes
  • The issue with non-English language inputs (number fields) has been fixed in the mobile app.

Aug 18

Enhancement

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.

Aug 18

Bug-Fixes

The following issues have been fixed in the Android FSM mobile app:

  • Added Notes not displaying.
  • Notifications not displaying under its icon on the Home page.
  • The warehouse is not being listed for a part.
  • Search not working correctly in lookup fields.

Aug 12

New Feature
Workforce tab

All the Users and Crews in FSM are now listed under a separate tab: Workforce. You can find complete information about the Users and Crews in the Details pages. 

Aug 12

Enhancement
  • 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.

Aug 4

Bug-Fixes
  • An issue with the estimate approval link has been fixed.

Aug 5

New Feature
Sender Email

Configure Sender Emails to send emails from FSM using your email address. 

Aug 3

Enhancement
  • 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.

Aug 3

Bug-Fixes
  • Even with Allow Field Agent to see pricing disabled, field agents could see the pricing details in work orders, appointments, and service reports. This issue has been fixed.
  • New parts added to an edited estimate were not saved. This issue has been fixed.

 

Jul

Jul 28

Bug-Fixes
  • The issue with editing the character limit of a single line custom field has been fixed.
  • Incorrect count shown for Total records of My Service Appointments view has been fixed.

Jul 26

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

Jul 25

New Feature
  • Auto-Number customization is now available for some default fields (Request Name, Estimate Name, and Work Order Name).
  • Feature controls added to automate work order completion

Jul 25

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

Jul 25

Bug-Fixes
  • The issue with estimates not expiring after the set expiry date has been fixed.
  • The issue with import summary notification emails has been fixed.
  • The formatting (newline) of the input text provided for the Service Summary field is retained in the edited service report.
  • The issues with the server-side validations for the mandatory fields have been fixed.
  • The issues in the Module Builder have been fixed.

Jul 22

Enhancement

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.

Jul 22

Bug-Fixes

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

  • SSO error cases have been handled.

Jul 21

Enhancement

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.

July 19

Bug-Fixes
  • SKU field from Invoice/Books can now be mapped to an FSM field for FSM-Invoice/Books integration.

Jul 15

Enhancement
  • Loading icon added for attachment preview and download.

Jul 15

Bug-Fixes
  • The buttons for field service transitions (Schedule, Send Estimate, etc.) are not displaying in recently signed-up accounts. This issue has been fixed.
  • Multiple selections allowed in the Warehouses pop-up of the Create Work Order overlay. This issue has been fixed.
  • When the address is selected manually in the Create Work Order overlay, the exact location of the address is not displayed in Edit Address. This issue has been fixed.
  • The Do you want this person to also act as a Field Technician? option is available for call center agents while editing the profile of a user. This issue has been fixed.
  • Incorrect duration shown for estimate approval. This issue has been fixed.

Jul 5

Bug-Fixes
  • An issue with deleting custom functions has been fixed.
  • An available crew is not listed in the Service Resource dropdown on Create Appointment screen. This bug has been fixed.

Jun

Jun 30

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

Jun 30

Bug-Fixes
  • An issue with estimate approval through email has been fixed.
  • An issue with adding a service to an existing service appointment has been fixed.
  • Non-Admin user actions are incorrectly listed as Admin actions in Timeline. This issue has been fixed.
  • An issue with appointment reschedule has been fixed.

Jun 23

New Feature
Audit log

All changes and events in your FSM organization can now be tracked and assessed through the Audit Log.

Jun 23

Enhancement
  • 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.

June 23

Bug-Fixes
  • A fix has been applied for errors during multiple file attachments in notes.
  • A preview of an image attachment uploaded from the mobile app can now be viewed in the web app.
  • Addresses-related bug fixes are now in place.
  • A problem statement is now mandatory on the Complete Work form.

Jun 17

Bug-Fixes
  • The status of a newly linked service line item during an ongoing appointment is now shown as In Progress.
  • Issues with the Service Appointment Details overlay have been resolved.

Jun 16

Enhancement
  • 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.

Jun 16

Bug-Fixes
  • An FSM organization can now be deleted, even if unconfirmed users are present.
  • Unconfirmed users have been removed from the Change Owner pop-up.
  • On the Users page, the Profile filter is now functional.
  • On the Workflow Rules page, the Disable Workflow toggle is now functional.
  • The Import History permission has been removed from Profile pages.

Jun 13

New Feature
Profile-based permissions

Record-level and feature-level access in the FSM web and mobile app is now based on profile permissions.

Jun 12

Enhancement
  • 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.

Jun 10

Bug-Fixes
  • In the Map view of the Dispatch Console, territory names (instead of territory IDs) are now listed in the Territory sub-filter of the Service Resources filter.
  • Except for the first entry, the user could not delete or clone functions from the Functions List page. This issue has been rectified.

Jun 7

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

Jun 3

Bug-Fixes
  1. During import, services are now added under the correct layout.

Jun 3

Enhancement
  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.

May

May 30

Bug-Fixes
  1. The Invoices option has been removed from the Create New Rule popup.

May 27

New Feature
Invoices module

All invoices raised from FSM are now listed in a separate module. Invoices can be created and sent to customers from here.

May 27

Enhancement
  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.

May 27

Bug-Fixes
  1. The modified crew name is now shown in the Service Resource dropdown of the Create Appointment screen.
  2. The Delete option has been removed from the Appointments List page.
  3. A fix has been added for invoice creation failure when the Name of a part has special characters (>,<) in it. An error message has been added to indicate the reason.
  4. When a company with multiple contacts having email addresses is used in an invoice, the Send To field of the Send Invoice overlay is left empty. A fix has been added to prefill the Send To field with these email addresses.
  5. A specific error message (instead of a generic one) has been added for when the Scheduled Start Date Time, and Scheduled End Date Time fields are left empty in the Create Appointment screen.

May 13

Enhancement
  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.

Apr

Apr 22

New Feature
Work order-level invoicing

Create invoices at the work order level for each service line item in a work order.

Apr 22

Enhancement

Advanced search supported in lookup fields.

Apr 15

New Feature
Service appointments module

All appointments created in FSM are now listed in a separate module. Appointments can be created and managed from here.

Apr 8

New Feature
Zoho FSM - Books two-way sync

Two-way sync across Zoho FSM and Zoho Books / Invoice is now supported for the following modules - Companies, Contacts, Services, And Parts.

Apr 1

New Feature
Serial number tracking

Serial number tracking, powered by Zoho Inventory, is now supported in Zoho FSM.

Mar

Mar 18

New Feature
Delete organization

To fully leave FSM, you can now delete your Zoho FSM Organization completely.

Mar 4

New Feature
API access

You can now regulate your users' access to FSM APIs, as well as what data they can access through these APIs.

Delete users

Transfer ownership to other users while deleting users.

Mar 4

Enhancement

Change the owner of a record of any module.

Feb

Feb 11

New Feature
Mobile offline

You can now use the FSM mobile (Android) app without an internet connection by using Offline mode. 

Data protection

PII and Encryption properties are now supported for the fields in FSM modules.

Jan

Jan 28

New Feature
Export data

Use the Export feature to extract data from select modules of FSM to a CSV file.

Jan 21

New Feature
Field updates

Use Field Updates with workflow rules to automatically update field values in modules.

Jan 13

New Feature
Notifications

Keep yourself abreast of all relevant updates through Notifications.

2021

Nov

Nov 26

New Feature
Import data

Import external data to FSM and create records in bulk in no time.

Timeline

You can now view the history of activities of a record through its Timeline.

Module builder

Use Module Builder to add new fields in modules and customize them as per your requirements.

Oct

Oct 15

New Feature
FSM-Invoice integration

Manage invoicing, billing, and payments through the FSM-Invoice integration. When you set up your FSM account, a new Invoice organization account will get created for you.

Function logs

Function Failures now lists any errors that occurred during the execution of a workflow.

Oct 8

Enhancement

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

Oct 1

New Feature
Automation

Introduce automation using Workflows and Functions. Use these features to implement custom business logic, automate repetitive tasks, access data from Zoho or other services, and more.

REST APIs

Use FSM REST APIs to integrate Zoho FSM with third-party applications.

Oct 1

Enhancement

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

Sep

Sep 22

New Feature
Manage your field workforce

Zoho FSM allows you to set up your field service organization by defining your users and territories. Users with different profiles, like Administrators, Dispatchers, Customer Service Agents, and Field Technicians, can now be created. Service Territories and Skills can be assigned to these users and they can also be added to Crews.

Handle service requests with ease

Capture service call requests efficiently and manage the entire lifecycle of a request with ease.

Schedule and dispatch with efficiency

You can now use the Gantt and Map views of the Dispatch Console to manage your work requests, schedule appointments, and assign the right field technicians based on their skills and location. With the ability to view field technician schedules and work histories, you can effectively manage on-field technicians and crews. The ability to create schedules spanning multiple days, view the complete details of a service appointment from start to finish directly from the console, and many other features offer you seamless appointment management.

Advanced work order management

Myriad work orders can be managed, whether it needs to be assigned to multiple technicians or to a crew. You can now schedule multiple day appointments, and create Service Reports once the work is completed. Create and manage the different types of services offered by your organization and the products or parts related to it. Create work order templates that help you save time and facilitate the standardization of your field service tasks. Using Timesheets, track and manage the time spent by field technicians on each service. Also track the trips taken by field technicians for each appointment.

Estimates, invoicing, and payments

Zoho FSM now lets you create detailed estimates and invoices that go with your company's branding. Your field technicians can share invoices, request online payment for appointments, and automatically trigger notifications-all from their mobile app. Invoices generated are automatically synced into Zoho Books for managing and accounting.

Manage customers

You can now better manage your business contacts and companies, as well as import customers from Zoho Books directly into Zoho FSM. The complete history of the customer's previous requests, work orders, invoices, and payment can be viewed, thereby providing you with insights on upselling or cross-selling opportunities.

Mobilize your workforce

Transform your technicians into a formidable field unit using Zoho FSM's mobile app. Technicians can use the app to check their schedules, accurately navigate to service locations, and get themselves the right equipment. They can also log data in real time from out in the field, and attach photos, add notes, and create service reports. Time spent by technicians on each appointment can now be captured and they can also raise time-off requests. Online payments can be done and acknowledgment of work completion can be captured in the form of customer signature.

Service analytics and reports

You can now use 20+ built-in​ reports to improve the service performance. You also have the option to create custom reports to track KPIs, identify pain points, and make smarter data-driven decisions.

Integrations

Integration with Zoho Books helps you leverage the features offered by these applications. You can now easily manage invoicing, billing, and payments of services provided to the customer.

Customize Zoho FSM for your business

Zoho FSM is built to adapt to your organization's unique requirements. You can personalize your account to add industry-specific data components and specialized workflows.

Capture organization details

You can now add​ organizational details, such as locale information, business hours, currencies used, and other general company details.