The Operating System For Business.
The Operating System For Business.
Get in touch with us
The Operating System For Business.
The Operating System For Business.
Get in touch with us
Home / Applications / Zoho FSM
Zoho FSM Extension for Zoho CRM enables effortless integration between Zoho Field Service Management software and Zoho CRM. With two-way syncing, users can seamlessly access customer data across both platforms, enhancing efficiency and communication. This extension allows for contextual viewing of records within Zoho CRM, facilitating informed decision-making. Easily create and manage FSM assets directly from Zoho CRM, streamlining workflows and improving productivity. Benefit from data synchronization between Zoho CRM and FSM via Zoho Books/Invoice integration, reducing redundant data entry and ensuring data consistency.
With Zoho FSM, you can streamline every part of your field service company to reduce repetitive work and boost efficiency. On the other hand, field technicians have access to pertinent data to complete their assigned tasks swiftly and efficiently. No matter how big or small your team is, where you operate, the kinds of employees you have, or the services you offer, Zoho FSM is the perfect option to accelerate your business toward even greater success.
Zoho FSM provides all the tools you require to efficiently oversee field operations, all in one place. You can handle service requests and work orders, manage customer information, keep tabs on field agents, check schedules and dispatches, and choose the best resources to send out. Soho FSM also enables business owners to keep an eye on key performance indicators through detailed reports.
Dealing with billing and payments can be a bit complex, often needing specific software, which can delay getting paid. Zoho FSM leverages the power of Zoho Finance Suite to handle all your invoicing and payment needs. This means you can easily transform work orders into professional invoices with just one click. Plus, you can track your inventory and identify the part used in each service. Zoho FSM comes with built-in reports to track field agents’ check-in and check-out times and monitor monthly revenue.
Create an impressive customer service experience with Zoho FSM. The platform ensures seamless servicing through features like dispatching skilled field agents equipped for the task. The Dispatch Console equips your dispatcher with all necessary details for timely service, while mobile app access to inventory and required parts ensures technicians arrive prepared. Enhance service with customer preferences and history. Provide swift cost estimates and updates, with detailed estimates for quick approval. Use Automation to keep customers informed via SMS or email about request status. Foster transparency and trust with service reports that include ratings and feedback, serving as a vital link between customers and your company while measuring agent performance and satisfaction.
Empower your field agents with the Zoho FSM Mobile App, available on Android and iOS. This app streamlines field tasks, eliminating unnecessary travel and paperwork for heightened on-field productivity. Agents can check in, check out, request leaves, and log time with ease. Improve planning by providing them visibility into their schedules, upcoming appointments, and service appointments. Push notifications keep agents informed about new assignments and job details. The app enables time tracking, including travel time, and generates comprehensive service reports with customer feedback. It even facilitates on-site payments and quick invoice creation. Agents can create follow-up work orders swiftly, catering to customer needs seamlessly.
Zoho FSM taps into automation to streamline tasks and boost efficiency. This means you can swiftly respond to customer queries, provide timely work updates, manage inventory effectively, and simplify knowledge sharing. Workflow rules are like tailored instructions within a module, triggered by specific conditions you set. Field updates automatically adjust data in different fields based on certain conditions, while webhooks trigger actions from external apps. You can also establish email templates for notifications to your team or customers and even create custom functions for additional tasks.
Zoho FSM collaborates seamlessly with other Zoho applications and external apps, ensuring your business operates smoothly. It integrates with Zoho Books and Zoho Invoice to manage billing and payments. You can set up specific taxes and handle multiple currencies. Integrating with Zoho Inventory brings benefits like serial number tracking and simplified warehouse management. Moreover, you can also integrate with third-party apps through Zoho FSM’s REST APIs.
Zoho FSM streamlines all aspects of field operations through automation, providing clear visibility to everyone involved, from field technicians and customer representatives to sales teams. Get started with Zoho FSM to streamline every facet of your field service business, reduce repetitive tasks, and boost overall productivity. Contact our Zoho experts to know how Zoho DSM can power your service business.
Sale
Marketing
Finance
Social Media
Help Desk
Project Management
Human Resources
eCommerce
Zoho FSM streamlines all aspects of field operations through automation, providing clear visibility to everyone involved, from field technicians and customer representatives to sales teams. Get started with Zoho FSM to streamline every facet of your field service business, reduce repetitive tasks, and boost overall productivity. Contact our Zoho experts to know how Zoho DSM can power your service business.
Collaborative analytics
Create and analyze reports together with your team.
Pre-built visualizations
Smart analytical assistant
Ask AI assistant Zia and get answers in the form of reports & KPI widgets.
Embedded analytics
Embed BI, reporting, and analytics solutions within your own product or app.
Data Security and Privacy
Zoho CRM helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.
An all-in-one platform for customer engagement. Zoho CRM Plus gives your team 360-degree, contextual view of every customer interaction.
Zoho ONE with its six sets of applications is a revolutionary all-in-one suite to run your entire business. There are over 45 different applications included with Zoho ONE!
Zoho CRM helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.
An all-in-one platform for customer engagement. Zoho CRM Plus gives your team 360-degree, contextual view of every customer interaction.
Zoho ONE with its six sets of applications is a revolutionary all-in-one suite to run your entire business. There are over 45 different applications included with Zoho ONE!
