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Case study · Zoho

Moemen Air

Field service, installation projects and finance connected, so every HVAC job runs from schedule to invoice on one Zoho platform.

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At a glanceMoemen Air
IndustryHVAC installation and maintenance
CountrySaudi Arabia
PlatformZoho
ApplicationsZoho FSM · Zoho Projects · Zoho Books
ServicesImplementation · Integration · Training
Home › Our Work › Moemen Air
Business challenge

Field work, projects and invoicing ran on separate tracks

Moemen Air installs and maintains air-conditioning systems for residential and commercial customers. Technician visits, installation projects and invoicing were managed separately, so management had limited visibility of job status, and invoicing each project phase depended on manual follow-up between operations and finance.

Project scope

What the engagement covered

Zoho FSM for service and maintenance operations and Zoho Projects for installation projects, both integrated with the company's existing Zoho Books organization.

  • Zoho FSM work orders, scheduling and technician dispatch
  • Service visits recorded in the field, with job completion and customer sign-off
  • Zoho Projects for installation projects, organized by phases, tasks and milestones
  • A phase-payment task in Zoho Projects that requests an invoice
  • Invoice approval by a Zoho Books user before release to the customer
  • Integration of Zoho FSM and Zoho Projects with the existing Zoho Books organization
  • User training and go-live support
Solution architecture

How the pieces connect

Service and maintenance
Customer requestZoho FSM work orderScheduling & dispatchJob completion & sign-offInvoice in Zoho Books
Installation projects
Project in Zoho ProjectsPhase completedPhase-payment requestApproval in Zoho BooksInvoice issued

Illustrative view of the configured flows.

Applications implemented

From work order to invoice in one platform

Zoho FSM

Zoho FSM

Work orders, scheduling, technician dispatch and service reports for maintenance and service visits.

Zoho Projects

Zoho Projects

Installation projects by phase, with tasks, milestones and phase-payment requests.

Zoho Books

Zoho Books

The finance system of record: invoices from field service and approved project phases.

Implementation approach

Five steps from insight to results

1

Understand

Workshops with operations and finance on how service jobs and installation projects really run.

2

Analyze

Mapped the gaps between field work, project progress and invoicing.

3

Design

Defined one flow from work order or project phase to an approved invoice.

4

Implement

Configured Zoho FSM and Zoho Projects and integrated both with Zoho Books.

5

Adopt & Improve

Trained the team and supported go-live.

Business impact

What changed for the business

  • One connected flow from service request to invoice
  • Project phases billed through a controlled approval step
  • Finance keeps control: no phase invoice is released without approval in Zoho Books
  • Management sees job and project status in one platform
  • Less manual follow-up between operations and finance
Related services

Explore the services behind this project

Zoho FSM

Field service management for maintenance teams.

Learn more →

Zoho Projects

Project planning, phases and milestone billing.

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Zoho Books

Accounting, invoicing and approvals.

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Integration & Automation

Connecting Zoho apps into one flow.

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Services & Maintenance

Industry solution for service companies.

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Run field service and projects on one platform.

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