An Asset in Zoho FSM is a physical item owned by a customer that the field service team installs, maintains, or repairs. Assets can be HVAC units, industrial machines, medical equipment, elevators, solar panels, or any equipment covered by a service contract. Each Asset record stores the manufacturer, model, serial number, installation date, warranty details, and the complete history of all service visits performed on it.
When a Work Order is created for a service visit, it is linked to the specific Asset being serviced. This asset-centric view means that every technician who works on the asset can see what was done previously, what parts were replaced, and whether there are recurring issues. It transforms field service from a series of disconnected visits into a managed service relationship for each piece of equipment.
FSM tracks asset location, current status (active, under maintenance, decommissioned), and warranty coverage. Assets approaching or past their warranty end dates are flagged, prompting service contracts to be renewed or customers to be contacted. Preventive maintenance schedules are built around asset records, ensuring each piece of equipment receives the service it requires at the intervals specified by the manufacturer or the service agreement.
Yes. Each Asset record in FSM is linked to a specific customer account and location. If a customer has assets across multiple sites, each site’s assets are tracked separately. Dispatchers can filter the asset list by customer or location, and Work Orders are automatically associated with the correct location when created from a specific asset record.
The Asset record can be updated with the new location, and all future Work Orders linked to that asset will reflect the updated address. Historical Work Orders retain the location at the time of service. Moving an asset may also trigger a reassignment to a different Service Territory if the new location falls outside the original territory’s boundaries.
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