Trusted by service businesses and contractors worldwide
Elevate operations and deliver excellence
All-in-one pool service software
Manage requests, work orders, scheduling, dispatching, resource management, and billing from a single unified platform.
Easy scheduling and dispatching
Choose the right agent for each pool service based on current schedules, availability, expertise, and proximity to the job site.
Improved efficiency on the field
Use the Zoho FSM mobile app to keep your field agents updated, and provide them with key information to deliver excellence.
Customer satisfaction and growth
Delight customers with timely services, regular updates, and personalized interactions, and take your business to the next level.
Elevate front desk efficiency
- Get pool service requests through various sources
- Define request priority level to deliver timely service
- Share detailed cost estimates for the service and parts
- Store customer information and access service histories
Revolutionize field operations
- Create work orders for requests and see them to completion
- Dispatch the right agent based on availability and skill
- Use live-location tracking to schedule based on proximity
- Run periodic pool cleaning services using maintenance plans
- Define job sheets that provide instructions and checklists
- Handle service teams, crews, and equipment effortlessly
Boost technician productivity
- Enable logging daily attendance and trip details
- Allow agents to access service, parts, and customer data
- Foster collaboration via notes, images, audio, and video
- Equip agents to complete all their tasks on the go
Streamline financial operations
- Create and send invoices easily from web and mobile apps
- Receive payments via online and offline payment channels
- Set up region-specific tax for easy estimating and billing
- Track invoices and payment statuses to manage finances
Transform
customer experiences
- Keep your customers in the loop with service updates
- Send alerts automatically via email, SMS, and WhatsApp
- Create and send detailed job summaries via service reports
- Get the customer's feedback and rating after each service
Uncover business insights
- Monitor metrics and track performance through reports
- Use custom reports to analyse business-specific data
- Track and monitor daily activities using dashboards
- View customer dashboards to get client-centric data
Keep field teams and customers in sync
Interact easily and effectively with Zoho FSM's communication tools
Webforms
Embed webforms on your website to enable customers to add new service requests directly
WhatsApp
Use WhatsApp to send service reminders, job updates, and answer customer queries in real time
In-app notifications
Get quick notifications about estimate approvals, work status, and other key information
Notes & Attachments
Get notes, images, audio, and video from the job site to collaborate and deliver great results
Power up with automation
Workflow Rules
Automate repetitive tasks by defining conditions and actions to run operations smoothly.
Field Updates
Sync data across modules and keep them updated and accurate using automated field updates.
Webhooks
Keep data in sync across multiple apps by sharing data automatically using webhooks.
Functions
Use custom functions to automate business processes that are unique to your industry.
Integrate Zoho FSM
with your favorite apps
Billing & Payments
Create branded invoices, set up region-specific taxes, and support online payments with the Zoho Books and Invoice integration.
Communication
Elevate communications with the WhatsApp integration, or form connections with third-party SMS apps to send updates.
Customer Management
Manage your leads, pipelines, sales, and customer service effortlessly with the Zoho CRM, Bigin, and Zoho Desk integration.
Third-Party Integrations
Connect seamlessly with multiple third-party tools using Zoho Flow, Zapier, and REST APIs provided by Zoho FSM.
Success stories from the field
"We chose Zoho FSM because being on the cloud and having everything integrated (accounting, CRM, sales, etc.) would improve customer service."
Anne-Lise Blin
FunTime Pools
"An incredible experience from day one of using the product. Their willingness to go over and above the call to duty to assist me where ever needed. Love the functionality and ease of use."
Johnny de Waal
Operations Manager in South Africa
"Now I can't imagine working without FSM. I see how everything is only getting better and I really enjoy being in contact with competent, responsive and friendly staff."
Slav V
Team Clean
Frequent asked questions
Zoho FSM helps you run your pool service business smoothly by easing work order management, scheduling, workforce management, and billing in one place. It saves time, reduces errors, and helps you deliver great service experiences every day.
Zoho FSM lets you set up periodic maintenance visits for your customers with maintenance plans and recurring work orders. Whether it's weekly cleaning, monthly chemical checks, or equipment servicing, you can automate creating work orders and service appointments so that you never miss a service.
Yes! You can assign jobs to the right technicians or crews based on their availability, skill, and location on the Dispatch Console. You can also check the availability of equipment and make sure they are ready when you need it.
With the built-in Zoho Invoice integration, Zoho FSM lets you create and send branded invoices and you can even collect payments online. You can also track payment statuses to make sure that there are no pending payments. It makes billing simple and helps you get paid faster.