Complete Zoho FSM Setup
Budget / Salary$30–250
TypeFreelance project
LocationRemote
Posted1 hour ago
I need Zoho FSM configured from the ground up for our small repair service center (we’re a 1–10-person team). The goal is to walk into a fully functional system that lets us create work orders in seconds, schedule and dispatch technicians effortlessly, track parts, and keep every customer fully informed — all without touching spreadsheets again.
Here’s what I expect to receive:
• Account & org configuration, including service territories, work-type templates, skills, and user roles
• End-to-end work-order flow: request → estimate → approval → job completion, with automated email/SMS updates
• Dispatch console rules that match our single-location, small-team reality while staying ready for future growth
• Parts and warehouse setup so we always know which spare is on the shelf or out with a tech
• Customer module organised for easy lookup, repeat-visit history, and quick invoice hand-off
• Mobile app settings tweaked for technicians (offline use, signature capture, photo uploads)
• Short, plain-English documentation plus a hand-over walk-through so my team can maintain the system confidently
Acceptance criteria
1. A test work order can be created, assigned, completed, and invoiced without manual intervention.
2. Inventory adjusts automatically when the test job consumes a part.
3. Customer receives all status notifications at each stage.
4. All steps are demonstrated live and delivered with a brief user guide.
If you have recent, verifiable experience rolling out Zoho FSM for small service operations, let’s talk.
Here’s what I expect to receive:
• Account & org configuration, including service territories, work-type templates, skills, and user roles
• End-to-end work-order flow: request → estimate → approval → job completion, with automated email/SMS updates
• Dispatch console rules that match our single-location, small-team reality while staying ready for future growth
• Parts and warehouse setup so we always know which spare is on the shelf or out with a tech
• Customer module organised for easy lookup, repeat-visit history, and quick invoice hand-off
• Mobile app settings tweaked for technicians (offline use, signature capture, photo uploads)
• Short, plain-English documentation plus a hand-over walk-through so my team can maintain the system confidently
Acceptance criteria
1. A test work order can be created, assigned, completed, and invoiced without manual intervention.
2. Inventory adjusts automatically when the test job consumes a part.
3. Customer receives all status notifications at each stage.
4. All steps are demonstrated live and delivered with a brief user guide.
If you have recent, verifiable experience rolling out Zoho FSM for small service operations, let’s talk.
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