Create a new service Request in Zoho FSM. A Request is the initial intake record capturing what a customer needs before a Work Order is scheduled. Requires at least a summary and the associated company or contact.

Fetch a single FSM Request by its record ID.

Search Requests using a Zoho criteria expression, e.g. (Priority:equals:High) or (Summary:starts_with:AC). Supported operators include equals, not_equal, contains, starts_with, greater_than, less_than.

Update fields on an existing FSM Request. Only provided fields are changed.

Create a Work Order in Zoho FSM. A Work Order defines the job to be performed for a customer, including the company, contact, service type, and priority.

Update fields on an existing Work Order. Only provided fields are changed.

Search Work Orders with a Zoho criteria expression, e.g. (Status:equals:Open) or (Priority:equals:High).

Create a Service Appointment for a Work Order, optionally assigning a technician and a scheduled start/end time.

Update fields on an existing Service Appointment.

Run the "schedule" blueprint transition on a Service Appointment, assigning a technician and a confirmed time window. Use this instead of update_appointment when you want to formally move the appointment into the Scheduled state.

Create a Contact in Zoho FSM. A first name is required; email and phone are strongly recommended so the contact can be matched and notified later.

Search Contacts by free-text word, email, phone, or a Zoho criteria expression. Provide exactly one of word, email, phone, or criteria.

Create a customer Company (account) in Zoho FSM.

Search Companies by free-text word or a Zoho criteria expression. Provide one of word or criteria.

Create an Invoice in Zoho FSM for a completed job. Line items are provided as an array of { name, quantity, rate } objects.

Mark an existing Invoice as Paid by updating its status.

Create an Estimate (quote) in Zoho FSM for a customer, optionally tied to a Request or Work Order, with priced line items.

Create an Asset (a piece of serviceable customer equipment) in Zoho FSM, associated with a company and optionally a contact.

Update fields on an existing Asset.

List the FSM users (agents, dispatchers, field technicians) in the organization. Useful for finding technician IDs to assign to appointments.

Fetch a single FSM user by their user ID.

End-to-end intake: find or create the customer, then file a Request and return a summary. If a company name is given, an existing company is matched; if none is found and create_if_missing is true, one is created. Prefer this over the raw create_request tool when starting from a customer name rather than an ID.

Pick the most suitable technician for a Work Order and assign them. Technicians are filtered by territory and (optionally) required skills, then the least-loaded match is selected. Returns the chosen technician and the updated work order.

Close out a job: mark the Service Appointment complete, set the Work Order to Completed, and optionally generate an Invoice from the provided line items. Returns a consolidated summary of everything that was updated.