Zoho FSM consulting and implementation.
Aurnex configures Zoho FSM from service request to invoice. We set up work orders, dispatch rules, technician skills, scheduled maintenance, mobile job sheets and the billing link to Zoho's finance apps.
Zoho FSM| Technician | Jobs |
|---|---|
| Technician A | 08:30–10:00 completed; 10:30–12:30 completed; 13:30–15:30 in progress; 16:00–17:30 scheduled |
| Technician B | 09:00–11:00 completed; 11:30–13:00 in progress; 14:00–16:00 scheduled |
| Technician C | 08:00–09:30 completed; 10:00–12:00 completed; 12:30–14:30 in progress; 15:00–17:00 scheduled |
| Technician D | 09:30–12:00 completed; 13:00–15:00 in progress; 15:30–17:30 scheduled |
83% of jobs are fixed on the first visit; 17 work orders still need a technician.
Four things we agree before configuring Zoho FSM.
Agreeing these with your team first means Zoho FSM is set up around your process, not the other way round.
Field-service request, scheduling, visit and completion management
Customers, assets, service requests, appointments, technicians and work orders
Dispatchers, field technicians, service managers and administrators
CRM customers, inventory, billing and service reporting
- 01DiscoverProcess, users and reports
- 02DocumentRequirements and agreed scope
- 03ConfigureSet-up, migration and testing
- 04AdoptTraining, handover and support
Review current Zoho FSM features with Zoho.
Editions, regional availability and product features can change. Use Zoho's current product page to confirm what is available, then relate it to the documented requirement.
Product information based on official Zoho documentation.Zoho applications often planned with Zoho FSM.
Most businesses use Zoho FSM as part of a wider process. Integration options depend on the applications, editions and region, so Aurnex confirms them during discovery.
Zoho FSM questions for planning the right fit.
Does Zoho FSM include dispatch planning?+
Yes. Zoho lists a dispatch console with Gantt, grid and calendar views and live map tracking.
Can field technicians use a mobile app?+
Zoho offers Android and iOS apps for field agents.
How does a Zoho FSM project with Aurnex start?+
Book a free 30-minute Zoho consultation. Online meeting. Aurnex reviews your current process and the other Zoho applications you use or are considering, then recommends an approach, the applications that fit and an appropriate delivery model before any configuration begins.