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Zoho Applications

Field Service Under Control, from Request to Invoice

Schedule the right technician, track the work on site, capture customer sign-off and bill faster, all from one connected system.

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Zoho FSM
Zoho FSMDelivered by DGPROJX, Zoho Authorized Partner
What you get
Structured requestsRequest intake from CRM, Desk, web or WhatsApp
Scheduling and dispatchWork orders, service territories, crews and the dispatch console (standard product)
Mobile techniciansTechnician app with checklists, photos and customer signature
Home › Zoho Solutions › Zoho FSM
Business challenges

Sound familiar?

Jobs are dispatched by phone, and nobody knows where technicians are.

Service reports are on paper, late or missing.

Preventive maintenance contracts are not scheduled on time.

Completed jobs take too long to invoice.

What we deliver

What we configure and build

Business needWhat DGPROJX configures or builds
Structured requestsRequest intake from CRM, Desk, web or WhatsApp
Scheduling and dispatchWork orders, service territories, crews and the dispatch console (standard product)
Mobile techniciansTechnician app with checklists, photos and customer signature
Preventive maintenanceMaintenance plans and recurring jobs from contracts
Parts and assetsAsset and parts tracking
BillingIntegration with Zoho Books for invoicing on completion
Special processesCustom flows, such as unit handover and snagging inspections (DGPROJX design)
Services & maintenance companies

Designed around how maintenance businesses earn and lose money

Maintenance margins are made in scheduling, first-time fix and fast billing. We configure Zoho FSM around those three levers.

Contracts and planned visits

Annual maintenance contracts become maintenance plans, so preventive visits are generated on schedule.

Emergency vs planned work

Separate priorities and response targets for breakdowns and planned visits.

Right technician, first time

Skills, territories and availability guide dispatch, so fewer jobs need a second visit.

Proof of work

Checklists, photos and the customer signature are captured on the technician phone.

Parts used per job

Parts consumed on site are recorded against the work order for costing and billing.

Customer updates on WhatsApp

Appointment confirmations and job updates through WhatsApp Business (via Wati integration).

The service loop

Zoho FSM and Zoho Desk, working as one

Zoho Desk owns the customer conversation and SLA; Zoho FSM owns the visit. Connected, the loop closes from first call to invoice and service report.

1 · Request

Customer reports on phone, web or WhatsApp; a ticket opens in Zoho Desk.

2 · Work order

If a visit is needed, the ticket becomes a work order in Zoho FSM.

3 · Dispatch

The dispatcher schedules the right technician and the customer is notified.

4 · On site

The technician completes the checklist, records parts and captures sign-off.

5 · Invoice

Chargeable work is invoiced in Zoho Books; contract work is logged against the agreement.

6 · Report

Management sees SLA compliance, repeat faults and service profitability.

Example workflow

How the work flows

Customer requestCRMService orderSchedulingTechnician dispatchWork completionCustomer sign-offInvoiceService report

Illustrative workflow, configured to your process.

From our project experience

What we've built

Project example

For an air-conditioning installation and maintenance company, we scoped Zoho FSM for its technician teams, connected to CRM, Projects and Books, with a WhatsApp communication layer.

Project example

For a property developer, we scoped Zoho FSM for unit handover, snagging and post-delivery maintenance.

Integrations

Connected to the rest of your business

  • Zoho CRM, Bigin, Desk, Books, Inventory and Analytics
  • WhatsApp via Wati
  • ERP systems via API
Business benefits

What changes for management

  • More jobs completed per day
  • Faster invoicing
  • Fewer missed maintenance visits
  • A professional customer experience
Related services & industries

Explore further

Visual: Dispatch board mockup plus a technician mobile screen.

FAQ

Questions we hear often

Can customers sign on the technician's phone?

Yes. Sign-off is captured in the service report.

Can FSM handle annual maintenance contracts?

Yes, through maintenance plans and recurring jobs.

Zoho FSM or Odoo Field Service?

Zoho FSM suits Zoho-based companies; Odoo Field Service suits companies already on Odoo ERP.

Do we also need Zoho Desk?

If customers contact you through several channels and you manage SLAs, yes. Desk manages the request; FSM manages the visit.

Run your field teams like a well-managed operation, not a phone tree.

A free consultation with a senior consultant. No sales pitch, just a clear view of where to start.

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