Zoho Field Service Management

Zoho Field Service Management (available at zoho.com/fsm) is designed to help organizations run field operations in a structured, coordinated way. It brings together work order management, scheduling and dispatch, technician support, invoicing, and customer management in a single platform built for field service businesses and contractors. Work order management provides a central place to create, organize, and monitor service work. Teams can register incoming requests, prioritize them, track their status from assignment through completion, and maintain a connected history of job details, customer assets, and associated documentation. Scheduling and dispatch tools help coordinators match demand with available capacity. The Dispatch Console provides Gantt, grid, and calendar views alongside map-based live location tracking, allowing planners to assign jobs to the most suitable technicians based on availability, location, and skills. The platform supports managing diverse workforce profiles—call center agents, dispatchers, and multi-skilled field technicians—through role and skills configuration. A dedicated mobile app keeps field technicians aligned with their assignments. From the app, technicians can view job details, complete job sheets and checklists, record on-site readings, and update job status in real time. Scheduled maintenance capabilities allow teams to set up recurring work orders and service appointments, supporting periodic maintenance programs and preventive service schedules. Invoicing integrates with the Zoho Finance suite, allowing completed work orders to be converted into branded invoices with support for multiple currencies, country-specific taxes, and PDF templates. Customer payment processing is built in, simplifying collections after job completion. Zoho Field Service Management is part of the broader Zoho ecosystem and integrates with Zoho CRM, Zoho Books, and other Zoho applications.