Zoho FSM - Workforce Management
Manage your workforce like never before
Add field agents, organize crews, assign tasks based on skills, oversee equipment, manage service territories, and define business hours along with holidays—all from a single, unified platform.
Empower teams with effective user management
Add and manage users—Administrators, Dispatchers, Field Agents, Limited Field Agents, and Call Center Agents—within Zoho FSM. Assign permissions using system-defined or custom profiles to keep your team aligned, streamline operations, and deliver exceptional service. The Users module also provides insights into users’ schedules, timesheets, and trip records, making it easy to track their work.
Build crews to tackle complex jobs
Not all jobs are for one person, and we understand that. With Zoho FSM, you can create and manage crews, assign leaders and members, track their activities and time spent, and tackle large-scale or complex jobs by ensuring the right people are assigned.
Match the right skills with the right jobs
Define the skill sets of your technicians and easily assign them to jobs that match their expertise. Filter agents based on their qualifications, which not only improves service quality but also drastically reduces the chance of errors, ensuring the right technician is always on the job.
Equipment management to ensure availability
Track all the equipment your service business needs. You’ll know exactly when equipment is available or when it’s scheduled for maintenance, making it easier to allocate resources and schedule services without a hitch.
Manage different territories you service seamlessly
No service area is out of reach. Add all the regions you cover as territories in Zoho FSM. Assign users and crews to specific territories based on proximity, reducing travel time. This means faster and more reliable service for your customers.
Manage employee availability with time-off tracking
Easily record and manage field agents’ absences and leave requests using the Time-Off Module. By providing a clear overview of team availability, Zoho FSM makes scheduling and planning more efficient.
Manage your business's holiday list
List all days considered holidays for your business, whether public holidays or company-wide breaks. Displaying them on the dispatch console and calendar allows you to schedule services around these dates, ensuring smooth operations without unexpected disruptions.
