Managed Zoho FSM
Your trucks are moving whether the software works or not. Managed Zoho FSM puts the work orders, the dispatch board, the technician app, and the invoicing in one system we configure and run for you.
With Cascadia you get
You should not have to design a job template between service calls. Tell us the work you sell and we build each job type with its tasks, parts, durations, and required fields, then test it with a real technician before anybody else has to use it.
A generic scheduling grid is a screen your dispatcher fights. We configure the views, filters, colors, and time horizon around your operation, so an unassigned emergency is obvious immediately and no job sits waiting because it scrolled off the bottom of the list.
Field crews will not use software that asks them to navigate a database in a crawl space. We set up the mobile app so each technician opens it and sees the next job, the tasks, and nothing else, with offline capture that syncs the moment signal returns.
What you get
All 26 of these come with Managed Zoho FSM, set up and looked after by our team.
Tell us how your team uses Zoho FSM and we will take it from there.
Turning Zoho FSM on takes an afternoon. Keeping twenty job types priced correctly, a dispatch board that reflects real capacity, and an invoicing chain that survives a busy August is a different job, and it lands on whoever has the least time.
| What to compare | How Cascadia handles it |
|---|---|
| Changing a job type | Under a subscription you send the request and it is done within two business days, tested, with the pricing and the mobile view updated to match. |
| Syncs that quietly break | We check the connections rather than waiting for a bookkeeper to notice the books will not reconcile, which is usually three weeks and two hundred jobs later. |
| A dispatch board nobody trusts | We set durations, buffers, and skill rules so the board is accurate, and the whiteboard in the back office finally comes down. |
| Proving what each truck earned | We capture travel, on site time, parts, and outcome on every job and report on them, so the number is there when you ask. |
| Growing into the rest of Zoho | We manage the wider Zoho environment, so when a dispatch problem is really a CRM problem, we say so, and we flag when Zoho One costs less than adding apps one by one. |
| What it costs next month | A flat monthly rate makes the cost predictable and puts the incentive on us to keep your field operation running rather than billable. |
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Emergency calls, maintenance agreements, and installs all compete for the same trucks on the same morning. We set up skill based assignment, contract pricing, and recurring service schedules, so the board handles the mix and your dispatcher stops rebuilding the day every time a no heat call lands.
Get startedWarranty work, billable repairs, and parts consumption all trace back to a specific machine at a specific address. We build the asset records and link job history to them, so any technician arriving can see what failed last time and what is still under coverage.
Get startedRecurring inspections across dozens of sites turn into a scheduling problem nobody wants to own. We set up territories, routes, and repeating work orders with the checklists your compliance requires, so the coverage happens on schedule and the record exists when somebody asks.
Get startedWhether you are replacing paper tickets or untangling a setup somebody configured and abandoned, the sequence is the same.
We start with the work itself: the job types you sell, what a technician does on site, who prices it, who approves it, and how it reaches an invoice. We follow the current process rather than replacing it on a diagram, and we take the customer list, the assets, and the price book as they exist today.
Get startedWe configure the job templates, the dispatch board, the scheduling rules, the mobile app, and the billing chain, then run a pilot with one crew for a week. Real jobs surface gaps that a demo never will, and we fix those before the rest of your technicians touch it.
Get startedFrom there you send us changes and we make them, usually within two business days. We watch the integrations into CRM and accounting, adjust scheduling rules as you add crews and territories, keep the reporting current as your questions change, and send a monthly summary of job volume and anything that failed.
Get startedPricing
Pricing depends on the size of your setup and how much of it you want us to run. Tell us what you have today and we will put a number to it, with no obligation.
Ask for a quoteWe reply within two business days.Ask us
Weighing us against another option? Our comparisons take the main ones in turn.
See the comparisonsManaged Zoho FSM is a monthly service where we set up and run Zoho FSM inside your own Zoho account. That covers work order templates, the dispatch board, scheduling rules, the technician mobile app, estimates and invoicing, the customer portal, and the integrations into CRM and Books. You own the account and the data. We do the configuration work and stay accountable for keeping it running as your operation changes.
Yes. Zoho FSM is part of the Zoho One suite, so a Zoho One subscription gives you access to it without a separate FSM license. If you are already on Zoho One, or heading that way, our Managed Zoho One plan covers FSM alongside CRM, Books, Desk, Inventory, and the rest under one monthly management fee rather than app by app pricing.
No. Zoho FSM runs on its own and holds its own customer and contact records. That said, most field businesses already sell before they service, and keeping quotes in one system and jobs in another creates duplicate customers fast. If you run CRM, we wire the two together and decide which system owns each field so they stay in step.
A straightforward setup with a handful of job types and one territory is usually live in two to three weeks. Larger operations with multiple crews, contract pricing, and an accounting integration typically take four to six weeks. We work in stages, so dispatch and the mobile app usually go live before the billing and reporting work is finished.
Yes. The Zoho FSM mobile app supports offline work, and we configure it so a technician can open a job, complete tasks, record readings, take photos, and capture a customer signature with no connection at all. Everything syncs when the phone finds a signal again. We test this during rollout rather than assuming it, because crawl spaces and rural routes are where it matters.
Yes, and plenty of our clients keep QuickBooks rather than moving to Zoho Books. We connect the two so invoices, payments, and customer records flow across instead of being entered twice, using the available integration or Zoho Flow depending on your setup. We also monitor that connection, since a broken sync usually shows up as a month end mismatch weeks later.
Yes. We set up the customer portal so your clients can request service, see upcoming appointments, approve estimates, view past job history, and pay invoices. Combined with reminder and on the way notifications, this removes most of the calls asking where the technician is, which is usually where your office staff lose the morning.
Jobs land on a dispatch board that your dispatcher works from. We configure it around your day, with the views and filters you need, appointment durations set by job type, travel buffers, working hours, and skill based rules so only qualified technicians are offered a job. Emergencies can be slotted in and the affected customers notified without rebuilding the day by hand.
We import your customers, service addresses, assets, and price list so the system is useful on day one. Historical job records can come across too, though very large archives are scoped as a separate project since the cleanup usually takes longer than the import. We keep your old system readable during the transition rather than switching everything over in one weekend.
You do. Everything lives inside your own Zoho subscription under your company name, and we work in it as administrators. Nothing sits behind an agency account, so there is no export to negotiate and no leverage held over you. If you bring the work back in house or move to another partner, the system is already yours and stays exactly where it is.
No, and we keep it that way on purpose. Zoho bills you directly for FSM or Zoho One at their published per user rate, and you see exactly what you are paying them. The exception is Managed Zoho One, where licenses can be carried on one invoice if you prefer.
The standard plan covers up to 25 field users, which fits most operations running a handful of crews. Beyond that we quote based on the number of users, territories, and job types, since a fifty technician operation with contract pricing needs meaningfully more ongoing attention than a five truck company. Tell us your headcount and we will give you a fixed monthly number.
Once you are managing four or more apps separately, the bundle is usually cheaper and removes the argument about which app a problem belongs to.
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