Zoho FSM, built for San Jose solar install crews and O&M trucks.
Dispatch site surveyors, install crews, electricians and AMC techs from one screen. Route-optimized, offline-capable, NABCEP-tagged work orders. Photo proof, parts consumption, TCPA-safe customer SMS, all in the same Zoho data model your CRM and Books already live in.
The field-service journey we’ve already wired up.
Six stages, every one of them mapped in Zoho FSM with the right work-order type, checklist, photo requirement and SLA. You don’t have to invent anything, just rename your crews and go live.
CRM closes the deal. FSM picks it up, automatically.
The moment a deal goes Closed-Won in Zoho CRM, FSM auto-creates the Site Survey work order, attaches the signed contract, pulls the customer address into the route grid, and queues an SMS for the surveyor’s confirmation call. No copy-paste, no missed handoffs.
Surveyor on the roof, fully offline.
Surveyor opens FSM mobile on iPhone or Android. Captures roof photos, electrical panel pics, shading observations and main-service-panel amperage, even in a rural San Jose dead zone. When they hit a signal again, everything syncs in 90 seconds and the design team gets pinged in CRM.
Inventory builds the kit. FSM ties it to the WO.
Once design is approved, FSM auto-generates the install bill of materials, panels, microinverters, rapid-shutdown, conduit, the lot, and pulls it from your nearest warehouse or directly from the install truck’s onboard inventory. Every serialized item gets bound to the work order before the truck leaves the yard.
Crew + electrician + inspector, choreographed.
FSM dispatches the 3-person install crew at 7:30, the master electrician at 11:00 for the AC-side tie-in, and pre-schedules the city inspector window for 14:00 the next business day. The mobile app enforces the install checklist, no skipping the rapid-shutdown test, no missing torque-stamp photos.
Utility PTO arrives. Commissioning closes the loop.
When the utility issues Permission to Operate, FSM auto-creates the commissioning visit. The commissioning tech validates production at the inverter, registers the system in Enphase Enlighten or SolarEdge, takes the customer onboarding photo with the activated app, and closes the install lifecycle in one mobile-app session.
Year 1 → Year 25. Trucks rolling on schedule.
Every AMC customer gets an annual inspection auto-scheduled by FSM, plus reactive truck-rolls for monitoring alerts (microinverter offline, panel under-producing, battery health drift). Customer gets a TCPA-compliant SMS 48 hours, 24 hours and 1 hour ahead. Crew sees the full prior-visit history on the truck.
What Zoho actually charges you per month.
Zoho’s 2026 U.S. list pricing for FSM. ETG customers get the partner discount (typically 15-20% off list) bundled into the implementation quote.
Most San Jose solar customers run 2-4 Professional dispatcher seats + 8-40 Field Tech seats. We size the license stack for your actual crew count, not Zoho’s default proposal.
Three FSM rollout packages. Pick yours.
One-time implementation. Defined scope. Defined go-live date. After we hand over, you only pay Zoho’s monthly license, no surprise retainers.
Solar QuickStart
Replace the spreadsheets. Stop the bleeding in 2 weeks.
- Development75 hrs
- Project management20 hrs
- Training & user manuals15 hrs
- Hypercare (post go-live)30 hrs
- Meetings & reviews10 hrs
- Zoho FSM Standard
- Solar WO types configured
- Dispatch board setup
- Mobile app onboarding
- 14-day hypercare
- General User Manual Documentation
Solar LaunchPro
Full sales + ops + service engine for a 10-crew business.
- Development230 hrs
- Project management40 hrs
- Online training sessions10 hrs
- Hypercare (post go-live)50 hrs
- Meetings & reviews20 hrs
- Zoho FSM Professional
- 5 WO types (survey/install/insp/PTO/AMC)
- Skill-based routing
- Inventory consumption tracking
- Desk ticket → FSM WO auto
- Customer signature on device
- 21-day hypercare
- Product Specificed Usermanual Documentation
Solar Enterprise Suite
For EPCs, commercial/industrial & multi-office distributors.
- Development550 hrs
- Project management70 hrs
- Online training20 hrs
- Hypercare (post go-live)70 hrs
- Meetings & reviews40 hrs
- Zoho FSM Professional + Catalyst
- Native iOS + Android app in your brand
- Custom WO types via Creator
- Multi-territory + dealer dispatch
- Custom analytics
- 30-day hypercare + 1-mo AMC
- Department + Product Specificed Usermanual Documentation
- Department Based Training
Six FSM features that matter for San Jose solar.
NABCEP-tagged work orders
Five solar-native WO types: Site Survey, Install, PTO Commissioning, AMC Annual, Reactive. Each with its own checklist, photo gates and NABCEP-skill requirement on the assigned crew.
Offline mobile app
Crews work full days in rural and remote service areas without a signal, and sync in under 90 seconds when they hit a tower. iOS 16+ and Android 11+.
Route optimization
Multi-stop daily routes for AMC trucks across LA, San Jose or Boston metro. Traffic-aware re-routing. Skill-matched (battery work needs battery-certified techs).
Parts consumption → Inventory
Every serialized panel, microinverter and battery installed on a WO auto-decrements the warehouse or truck stock in Zoho Inventory. No second system to update.
Photo-proof gates
The mobile app won’t let a crew close a WO without the required photo set, torque stamps, rapid-shutdown label, panel serials, MSP after-shot, customer signature.
OSHA-30 enforcement
If a crew member’s OSHA-30 or NABCEP cert is within 30 days of expiry, dispatcher gets a warning. If it expires, FSM refuses to assign them to a roof-work WO. No exceptions.
Why solar contractors pick us for FSM.
We’ve installed FSM 220+ times for San Jose solar.
Not for HVAC, not for plumbing, for solar specifically. We know what a rapid-shutdown photo gate looks like, why your electrician needs a 2-hour buffer, and what the San Jose AHJ wants to see in the field-inspection packet.
Same data model as your CRM and Books.
Other vendors hand you FSM as an island. We wire it into your existing Zoho CRM, Books and Inventory so a job’s customer record, financials and parts list are one click apart, not three systems and a CSV export.
U.S.-based implementation team.
Glendale, CA headquarters. Implementation calls in your timezone, in plain English, by people who know the difference between your utility and your utility. No offshore handoffs after the sales call.
Fixed price. Real go-live date.
Sprint at $6,500, Pro at $14,500, Enterprise at $28,500. Signed scope, defined milestones, hard go-live date. If we slip the date, we eat the cost, that’s in the SOW.
The honest FAQ.
Do you work with solar installers in San Jose?
What happens to the mobile app when my crew is in a rural dead zone?
How do you stay TCPA-compliant on customer SMS?
Apple or Android?
Can we bill customers for travel time?
What does it cost to add a tech mid-year?
Does this work for both residential and commercial solar O&M?
See your San Jose solar pipeline on Zoho, in 30 minutes.
Walk through your current sales-to-PTO flow with one of our San Jose solar implementation leads. You will leave the call with a fixed-price quote in USD and a defined go-live date.