Zoho FSM for Field Agents

The Zoho FSM Field Agent app enables field technicians and service teams to access, plan, and execute service appointments seamlessly. Unify field teams by connecting all your field operations end-to-end, and maximize productivity. Empower your field teams to provide high quality customer service with a field solution in the palm of their hand. The app provides detailed information on the service request, so agents can plan ahead. Improve first-visit resolution and score better in customer satisfaction.

Stay updated 24/7
Receive automated notifications and reminders of scheduled appointments.
Use the calendar view to peruse through the appointments in a structured way.

Access and update information with just a tap
Gain access to work order details, customer history, and service details so you can go prepared.
Take pictures, and send notes and attachments for future reference right from the work station.
Add/edit Service and Parts from the work station to provide the best service and keep the managers in loop.

Find the customer location
Follow directions and navigate to the customer location.
Create trips to record the route taken and keep managers informed about your travel.

Record availability and progress
Check in to the appointment and keep your teams updated on your progress.
Log work hours, apply for leave, and ensure teams schedule accordingly.

Invoice and Payments
Generate invoices quickly after job completion and share them with the customer.
Allow customers to process payments through secure portals and close deals on the spot.

Service Reports
Update service reports and get customer feedback on the spot. Get the customer's signature right on your device and provide a smooth customer experience from beginning to end.

Location tracking can be enabled by the technician in the app and when enabled, the technician's location will be tracked continuously and shared with the FSM administrator. And continuous use of GPS running in the background can decrease battery life drastically.