Complete Field Service Management Built Your Way
Custom-built FSM solution that matches your exact workflow. From service calls to work orders to invoicing—everything works exactly how you need it to.
Why Custom FSM?
Standard FSM Solutions Fall Short
- Generic workflows that don't match your business process
- Can't customize approval stages or routing
- Limited control over invoice creation
- Pay for features you don't need
- Rigid systems that don't adapt to your growth
Builder Flow FSM is Different:
Built on Zoho Creator platform, providing complete customization while maintaining seamless integration with CRM and accounting systems.
The Challenge: One-Size-Fits-None
Construction and restoration contractors faced operational challenges with standard FSM solutions
Manual Scheduling Problems
- No visibility into technician availability by date
- Double-booking and scheduling conflicts common
- Needed dropdown showing only available technicians for selected dates
Disconnected Systems
- Field operations separate from CRM and accounting
- Manual invoice creation with no approval control
- No integration between work orders and financial systems
Inflexible Workflows
- Standard FSM couldn't match specific business processes
- Required unique approval workflows and status stages
- Needed flexibility to adapt system to changing requirements
The Solution: Custom-Built FSM on Zoho Creator
Why Zoho Creator Platform
- Complete customization of workflows and user interface
- Build exactly what you need, not what vendors think you need
- Rapid development and iteration based on your feedback
- Seamless integration with Zoho CRM, Books, and other products
- Cost-effective compared to custom development from scratch
- Easy modifications as your business evolves
Complete Custom FSM Workflow
1
Lead to Estimate
Step 1: Lead Conversion
- Leads captured in Zoho CRM from multiple sources
- Lead qualification by sales team
- Qualified leads converted to Deals
Step 2: Estimate Creation (Two Methods)
Option A: Manual Estimate Creation
- Create estimate directly in Canvas Estimate Module
- Intuitive UI similar to industry-standard tools
- Items, labor, and materials added manually
- Estimate saved and linked to Deal automatically
Option B: Estimate Import
- Upload estimate file (Excel/CSV/Xactimate export)
- Data automatically mapped to system fields
- Import validates and creates estimate
- Estimate attached to Deal with all line items
Step 3: Estimate Category Selection System supports three workflow types
- Zoho Project Estimate - Complex, multi-phase projects
- FSM/Work Order Estimate - Service appointments and field work
- Claim Scope Workflow- Insurance claim inspections
2
Intelligent Work Order Creation
Step 1: Work Order Generation from Approved Estimate
After customer approval:
- Project manager navigates to approved estimate
- Clicks "Convert to Work Order" button
- Custom automation creates Work Order with:
- Complete scope description from estimate
- All line items (materials, labor, services)
- Customer information and location
- Estimated completion time
- Budget amounts
- Special instructions
Step 2: Smart Availability-Based Technician Assignment
The Innovation
- Project manager selects service date
- Custom script queries all technicians
- Checks existing assignments for that date
- Dropdown shows ONLY available technicians
- Technicians with jobs automatically excluded
No More Double-Booking!
Dropdown Display Shows
- Technician name
- Skills/certifications
- Contact information
- Current workload
Step 3: Automated Notification
- Push notification via mobile app
- Email with complete work order details
- Customer name and location
- Scheduled date and time
- Scope of work summary
- Direct link to open work order
3
Field Execution with Mobile App
Step 1: Work Order Access Technician views assigned work orders with
- Complete scope description
- Materials and services list
- Customer contact information
- GPS navigation to job site
- Special instructions
Step 2: Check-In Process
- Technician arrives at job site
- Opens work order in mobile app
- Clicks "Check In" button
- System automatically captures
- Check-in timestamp
- GPS location verification
- Status update to "In Progress"
- Real-time notification to office
Step 3: During Service Execution
- View complete scope and materials list
- Take before/after photos (auto-uploaded and tagged)
- Add notes about work performed
- Document issues or additional work needed
- Record customer feedback
- Request additional materials if needed
Step 4: Check-Out & Completion
- Click "Check Out" button when finished
- System prompts for
- Final photos upload
- Completion notes
- Customer digital signature
- Confirmation of work completed
- System automatically
- Captures check-out timestamp
- Calculates total time on job
- Changes status to "Completed"
- Notifies project manager
4
Custom Invoice Workflow with Approval Control
Why Manual Invoice Creation?
Many contractors need manager oversight before invoices are sent to customers and synced to accounting. Builder Flow FSM provides this control.
Step 1: Manual Invoice Creation
After work order completion:
- Project manager reviews completed work
- Verifies all documentation (photos, notes, signature)
- Reviews time spent vs. estimated time
- Clicks "Create Invoice" button
Step 2: Automatic Invoice Draft Generation
Custom automation generates invoice draft:
- Retrieves all estimate line items
- Includes actual time worked (from check-in/check-out)
- Pulls customer information from CRM
- Applies tax calculations
- Calculates total amount due
- Status: "Waiting for Approval"
Step 3: Built-In Approval Workflow
Approval Process
- Draft invoice created
- Notification sent to designated approver
- Approver reviews:
- Estimate vs. actual comparison
- Time spent on job
- All line items and amounts
- Completion documentation
Approval Actions:
If Approved:
- Approver clicks "Approve Invoice"
- Invoice status changes to "Approved"
- Zoho Books API integration creates invoice
- Invoice number assigned from Books
- Success notification sent
If Rejected:
- Approver clicks "Reject" with reason
- Invoice status: "Rejected"
- Notification sent to manager for corrections
- Manager can edit and resubmit
Step 4: Payment Collection
Automatic Invoice Delivery
- Invoice PDF emailed to customer via Books
- Professional invoice includes:
- Complete line item breakdown
- Before/after photos attached
- Digital signature confirmation
- Payment instructions and options
Multiple Payment Options:
Online Payment
- "Pay Now" button in invoice email
- Customer pays through Zoho Books portal:
- Credit card (Stripe integration)
- PayPal
- Razorpay
- ACH bank transfer
- Payment automatically recorded in Books
- Status syncs back to work order
On-Site Payment:
- Technician records payment in mobile app
- Cash, check, or card payments
- Receipt generated instantly
- Syncs to Books via API
- Work order status: "Closed"
Custom Status Stages
Work orders progress through clear, customizable stages
New Request
Service request received
Estimate Created
Estimate generated and sent
Estimate Approved
Customer approved estimate
Work Order Created
Converted from estimate
Scheduled
Technician assigned (only available techs)
In Progress
Technician checked in at job site
Completed
Work finished, signature captured
Invoice Created
Invoice draft generated
Invoice Pending Approval
Waiting for manager approval
Invoice Approved
Synced to Zoho Books
Paid
Payment received and recorded
Closed
Work order and payment complete
Status stages fully customizable to match your business process
Advanced Custom Features
Tailored User Interface
- Custom forms designed specifically for your workflows
- Simplified mobile interface optimized for field use
- Role-based dashboards for different user types
- Intuitive navigation matching business processes
Flexible Workflow Engine
- Custom status stages matching exact requirements
- Configurable approval routing
- Automated notifications at key milestones
- Easy modification as business needs evolve
Smart Automation with Custom Scripts
- Availability-based technician filtering
- Automatic time calculations
- Invoice generation logic
- Payment synchronization with Books
- Custom business rules implementation
Custom Reporting & Analytics
Built-in custom reports
- Work Order Dashboard: Real-time status overview, aging analysis
- Technician Performance: Jobs completed, average time per job, compliance tracking
- Financial Reports: Invoice approval status, payment collection, revenue by service type
- Custom Analytics: Technician utilization, schedule optimization, customer satisfaction trends
Real-World Results
Operational Efficiency
- 90% faster work order creation with one-click conversion
- Eliminated double-booking through availability-based dropdown
- Real-time visibility into technician status
- Streamlined workflow in single system
Field Productivity
- Simple check-in/check-out replacing complex time tracking
- Instant notifications keeping technicians informed
- Digital signatures eliminating paper forms
- GPS verification for accurate location tracking
Financial Impact
- Manual invoice creation with approval control
- Improved accuracy with estimate data flowing through
- Multiple payment options improving collection rates
- On-site payment recording for immediate cash flow
Customer Experience
- Faster service delivery with efficient assignment
- Professional documentation with photos and signatures
- Flexible payment options (online or on-site)
- Immediate invoice delivery upon approval
Technical Implementation
Built on Zoho Creator Platform
- Custom forms and fields designed for contractors
- Deluge scripting for advanced business logic
- API integrations with CRM and Books
- Webhook triggers for real-time updates
- Mobile-optimized responsive design
Key Integrations
- Zoho CRM: Customer data and deal synchronization
- Zoho Books: Invoice and payment API integration
- Custom Modules: Estimate and work order systems
- Mobile Apps: iOS and Android native experience
Deployment Model
- Cloud-based, accessible anywhere
- Single sign-on across all Zoho products
- Role-based security and permissions
- Complete audit trail and compliance tracking
Why Custom FSM Works Better
Comparison: Standard FSM vs. Custom Builder Flow FSM
| Feature | Standard FSM | Custom Builder Flow FSM |
|---|---|---|
| Workflow Customization | Limited templates | Fully customized to your process |
| Technician Assignment | Basic availability | Smart dropdown with conflict prevention |
| Invoice Control | Automatic creation | Manual with approval workflow |
| Status Stages | Pre-defined | Completely customizable |
| Integration | Limited options | Deep CRM and Books integration |
| Modifications | Vendor-dependent | Easy changes as you grow |
| Setup Time | 8–12 weeks | 3–4 weeks |
Pricing
Included in Premium Plan
Also available standalone
Included in Premium Plan
$299/month
What's Included
- Complete custom FSM application
- Unlimited work orders and technicians
- Full CRM and Books integration
- Mobile apps (iOS and Android)
- Custom reporting and dashboards
- Training and ongoing support
- Easy modifications as you grow
Custom Development: Need additional custom features? We can build them into your FSM at reasonable hourly rates.