Zoho FSM 2.0.10

The Zoho FSM Field Agent app facilitates field technicians and service teams in accessing, planning, and executing service appointments seamlessly. It unifies field teams by connecting all field operations end-to-end, enhancing productivity. This tool empowers field teams to deliver exceptional customer service with a comprehensive field solution at their fingertips. Detailed service request information is provided to help agents plan ahead effectively, leading to improved first-visit resolution rates and higher customer satisfaction.

• Stay updated 24/7: Receive automated notifications and reminders for scheduled appointments. Utilize the calendar view to navigate through appointments efficiently.
• Access and update information on-the-go: Easily access work order details, customer history, and service information for better preparedness. Capture images, add notes, and attach files directly from the workstation for future reference. Manage Service and Parts seamlessly to ensure top-tier service and keep managers informed.
• Customer location identification: Obtain directions and navigate to customer locations effortlessly. Create trips to document routes taken and notify managers of your travel itinerary.
• Record availability and progress: Check in for appointments and update your team on progress. Log work hours, request leave, and coordinate schedules effectively.
• Invoice and Payments: Generate invoices promptly upon job completion and share them with customers. Facilitate secure payment processing through portals for immediate transactions.
• Service Reports: Update service reports instantly and gather customer feedback on-site. Secure digital signatures on your device for smooth customer interactions from start to finish.

Location tracking can be activated by technicians in the app, allowing continuous monitoring of their location shared with the FSM administrator. Note that sustained background GPS usage may significantly impact battery life.