Zoho FSM
Zoho Ecosystem Integration Complete!
✅ We’ve successfully synchronized Products, Accounts, and Contacts across Zoho CRM, Books, Desk, and FSM—ensuring real-time updates and smooth internal operations.
✅ Zoho Inventory ↔️ FSM sync is live, enabling item tracking by serial numbers.
✅ All platforms have verified email configurations to avoid spam filters.
✅ In Zoho Desk, tickets can now be turned into estimates or work orders, with the option to build a powerful FAQ & Knowledge Base
🔧 Zoho FSM Process Highlights:
➡️ Service Request Creation: Capture customer preferences and job summaries.
➡️ Estimate or Work Order Conversion: Streamline budgeting and job initiation.
➡️ Work Order Management: Define tasks, assign skills, and track progress.
➡️ Dynamic Dispatch Console: Schedule based on availability, skills, and location.
➡️ Mobile App for Field Agents: Real-time job updates, time logging, and site info.
➡️ Job Completion & Invoicing: Auto-generate branded invoices with multi-currency support.
➡️ Integrated & Automated: Deep sync with Zoho CRM, Inventory, and Books for end-to-end workflow automation.
✅ Key Benefits:
🔹Real-time dashboards for instant decision-making
🔹Seamless estimate-to-invoice workflows
🔹Smart scheduling with map, Gantt, and calendar views
🔹Mobile empowerment for on-ground teams
🔹Efficient, global-ready billing & payments
🔹Flexible, scalable integrations with the Zoho stack
✅ Ready to elevate your service operations with Zoho FSM? Let’s talk.