Field service management
Zoho FSM is the end-to-end platform for businesses doing installation, repair and maintenance at the customer's site. Requests become estimates, estimates become work orders, and work orders become scheduled appointments dispatched to technicians on their phones — then invoiced automatically.
Best for
Best for teams doing installation, repair or maintenance at customer sites.
A single task board for scheduling and dispatching. Schedule crews and equipment by availability, skill and proximity, view schedules by agent on Gantt or grid, see time-off and holidays, track live agent locations on a map — and simply drag an appointment onto a technician to book it.
Capture requests from web forms, email, CRM or Desk, send detailed estimates for digital approval, convert them to work orders, and split complex services into independent service tasks.
Track customer assets with GIAI, purchase and installation dates and warranty expiry, link child assets to parents, and run scheduled maintenance plans for periodic servicing.
Technicians mark attendance, check in with live location, open job sheets with instructions and checklists, share notes and photos, capture signatures, send service reports and take payment — with or without signal.
Branded invoice templates raised from web or mobile, region-specific taxes, multiple online payment gateways, and invoice and payment tracking for steady cashflow.
Native links to Zoho CRM, Books, Invoice, Desk, Bigin, WhatsApp and Zapier, plus workflow rules, custom fields and REST APIs for everything else.
The gap between the site and the office closes — schedule, evidence and invoice all move together.
Smart scheduling, route awareness and a mobile app cut travel time and the back-and-forth with the office.
Job cards, photos, readings and customer signatures are captured on-site and attached to the job instantly.
Completed work flows straight into Books or Invoice, so billing happens the day the job is done, not weeks later.
Tell us what your business runs on today. We'll come back with a straight answer on what Zoho can replace, what it will take, and what it should cost.
Authorized Zoho Partner — South Africa
