How to get your credits:
- Step 1
Sign up or log in to your Zoho Account. Click on the Get Credits button.
- Step 2
Complete the Zoho FSM onboarding process.
- Step 3
Click on Upgrade in your Zoho FSM account and choose the plan you like.
- Step 4
Update your payment info and the credits will be applied to your invoice.
Effective Servicing
Go seamlessly from request to resolution
Advanced work order management: Get service requests, send cost estimates, create work orders, and schedule appointments in one place.
Effortless customer management: Keep customer information, job history, and asset details organized and easily accessible.
Assisted Scheduling: Schedule the right person based on availability, skill, and proximity on the Dispatch Console with Gantt, Map, and Calendar views.
Effective Asset Management: Manage customer assets and handle their maintenance by setting up scheduled maintenance plans.
Empowered Workforce: Manage your large, diverse team and improve their productivity in our multi-user environment.
Efficient Operations
Set up systems that foster growth
Seamless Billing: Transform work orders into professional, branded invoices and collect payments online with the built-in Zoho Finance Suite integration.
Multiple currency and tax support: Support various currencies and handle region-specific taxes to run your global business effortlessly.
Complete service information: Store details of the services you provide and parts you stock along with the cost and tax information.
Actionable Insights: Gain a clear understanding of your business performance with informative reports and intuitive dashboards.
Engaged Employees
Empower your field agents to work on the go
The Zoho FSM mobile app: Equip your field agents with the Zoho FSM mobile app available for Android and iOS to increase productivity on the field.
Live-location tracking: Get the live locations of field agents once they check-in for the day, and enable logging travel time, distance, and route taken.
Easy timesheet maintenance: Enable field agents to enter timesheets while working, pause them during breaks, and resume them later.
Photo and image sharing: Get real-time work updates via notes and images through the Zoho FSM mobile app.
Delighted Customers
Deliver Exceptional Service, Every Time
Personalized Solutions
Provide the most effective solutions by keeping track of service histories and customer asset histories
Increased first-time fixes
Send field agents equipped with the tools, parts, and skills to tackle problems on the first visit, reducing wasted time and repeat visits.
Timely Updates
Keep customers in the loop with timely updates via email and SMS notifications
Transparency and Feedback
Provide detailed service reports to ensure complete information and get the customer’s feedback and signature.
Extend Zoho FSM with integrations
Build a formidable system that runs your business.
Leverage the power of the Zoho Finance Suite to create branded invoices, support multiple currencies, and receive payments through a myriad of online payment gateways.
The Zoho FSM extension for Zoho CRM lets you sync customer and product information and segue seamlessly from sales to service.
Connect Zoho FSM to Bigin to sync customer information and create service records for deals.
Keep track of stock and manage inventory in multiple warehouses with the Zoho Inventory integration.
Zoho FSM's REST APIs allow you to connect with other applications. Build a customized ecosystem that perfectly fits your needs.