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Zoho FSM
Zoho FSM (Field Service Management) is an integrated software suite that automates and optimizes the operations of field service-related tasks. It is one of the business applications offered by Zoho and works to improve organizational efficiency through the management of their field service operations. Zoho FSM enables businesses to schedule, dispatch, track, and carry out real-time management of their field service technicians. This amounts to better customer satisfaction, reduced operational costs, and increased productivity of the field force for an organization.
Features
Work Order Management
Zoho FSM does create, assign and manage work orders for business operations. It tracks all requests for service and status against each work order.
Scheduling and Dispatching
The above software provides advanced scheduling tools that help in assigning all the activities of the field service manager, depending on the availability and location of the technician within the field. Automatic dispatch ensures that the correct technician goes to the right job and at the right time.
Mobile App for Technicians
With a mobile application for Zoho FSM, technicians can access work orders, details of the job, and update the status using this app. This can greatly enhance communication and reduce dependency on paperwork.
Real-Time Tracking
Through improved real-time tracking, managers can see where technicians are located, from which decisions will be made faster, and many more excellent responses will be rendered to customer needs.
Customer Management
Zoho FSM is integrated with Zoho CRM. This integration means that businesses can now have direct access to client profiles and their histories, which ensures they always provide personalized service. In this way, support is better, and client satisfaction is assured.
Inventory
The software provides tools for inventory management, thus ensuring availability of parts and equipment to technicians for their tasks. Prevents delays while ensuring the continuity of services.
Reports and Analytics
Zoho FSM creates reports and analysis that will give insights regarding service performance, productivity of technicians, and higher-value customer satisfaction. This, in turn, helps in making data-driven decisions and improving service delivery.
Invoices and Payments
In itself, the Zoho FSM allows the creation of bills for finished jobs and bill tracking and payments making the finance management of field service operations more accessible.
Conclusion
Zoho FSM has been designed specifically to have in-built capabilities like work order management, real-time tracking, mobile access for technicians, and integration with Zoho CRM, making it easy and essential for any company involved in service operations to fully utilize the tool to increase productivity, enhance customer satisfaction, and reduce operating costs. It will largely streamline service processes from end to end besides the extensive analytics from Zoho FSM, which fosters organizations’ provision of quality and efficiency in service to their customers.
Zoho FSM User Manual
- add fsm contact
- Audit Log
- configure fiscal year
- customize standard modules
- customize status colour
- customize the list view in mobile app
- Dispatch Console Customization
- Dispatch Console Map
- dispatch console
- dispatch console calendar
- dispatch console gantt
- dispatch console grid
- dispatch console resources list
- dispatch console service appointment list (1)
- dispatch console service appointment list
- Email Template
- Entity Log
- entity log
- equipment management
- essentials of fsm
- estimates
- Exporting Data from Zoho FSM
- exporting data from zoho fsm
- File Storage in Zoho FSM
- file storage in zoho fsm
- fsm audit logs
- fsm customized report
- fsm dashboards (1)
- fsm dashboards
- fsm invoicing
- fsm notifications
- fsm pricing
- fsm standard reports
- Importing Data to Zoho FSM
- importing data to zoho fsm
- introduction to fsm
- invoice
- job sheets
- languages supported
- live tracking of technician location
- making payments
- manage assets
- manage companies
- manage fsm subscriptions
- manage service appointments
- manage services and parts
- module mapping
- organization setting
- PDF Templates
- profiles and permissions
- quick start guide
- record templates
- requests
- revert status of records
- Sender Email
- sender email
- Service Report Customization
- service appointments
- service report
- service tasks
- service territory management
- set up skills
- standard modules and fields
- Timeline
- time off
- time sheets
- transaction settings
- trips
- user management
- using fsm mobile offline
- work orders
- work type management
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