Services and Appointments Modules in Zoho CRM

Services and Appointments Modules in Zoho CRM

Services and Appointments are ready-to-use modules in Zoho CRM built specifically for businesses that deliver services to customers, letting you manage a service catalogue, book and track appointments, and record work completed, all without needing to build a custom module from scratch.

What each module does

  • Services. An organised catalogue of the services your business offers, including discontinued ones, so you can track requests and demand over time.
  • Appointments. A log of bookings, viewable by day, week, or month, with the customer, service, and assigned technician or rep all linked together.

A worked example

An automobile service company offering home or workplace visits for oil changes, car washes, and inspections can list its services in the Services module, log bookings in the Appointments module, assign technicians based on availability, notify technicians once an appointment is confirmed, and have technicians record details like replaced parts and inspection results immediately after finishing the job.

Sandbox support

Services and Appointments can be enabled and tested in your CRM sandbox before deploying to production, on Enterprise edition and above, across all data centres. This includes testing preferences for these modules, not just the modules themselves, and further changes can continue to be made in the sandbox and deployed afterwards.

Known limitations: Users have reported that Appointments cannot currently be linked to the Deals module via lookup, and the Services module requires a Duration to be set, with no option to mark a service as all-day. These are worth checking against Zoho's current feature set if either matters for your workflow, since community feedback on this has been ongoing.
Once an appointment is completed, technicians typically fill in a Job Sheet recording what was done. See our article on Job Sheets in the Services and Appointments Module for more detail.
Need help? 1 Cloud Consultants can help you set up and customise the Services and Appointments modules for your specific service business. Book a discovery call with 1 Cloud Consultants.