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← Case studiesCase study · 2026
Zoho CreatorFacility ManagementDeluge AutomationSystem Design

A single system for every asset, job and part at Jood FM.

A computer-aided facility management (CAFM) platform built on Zoho — replacing WhatsApp threads, paper checklists and scattered spreadsheets with one connected system where equipment is registered once, servicing schedules itself, and every completed job leaves an audit trail.

Jood FM

Client

Creator · Desk · Analytics

Zoho platform

6 weeks

Concept to go-live

Custom build

Design & development

Add: the main dashboard / home screen of the app

A clean, full-width screenshot of the CAFM home dashboard makes the strongest first impression. ~1600px wide.

Overview

What the project was

Jood FM manages facilities where hundreds of assets — chillers, pumps, lifts, fire systems — have to be kept running and demonstrably maintained. The maintenance operation was held together by memory and messages: no reliable record of what equipment existed, servicing done when someone remembered, and no evidence a job was actually completed when an auditor asked.

We designed and built a custom CAFM platform on Zoho that turns that operation into a single, auditable system. Assets are registered once and located to the exact room. Maintenance schedules generate their own work orders. Faults become tracked tickets with a clock. Spare-parts stock moves the moment a part is used. Management sees it all on live dashboards.

The build spanned the whole project — requirements and solution design, the data model, the custom Zoho Creator application, the Deluge automation layer, and the configuration of Desk, Analytics, WorkDrive and Flow around it.

The challenge

The operation ran on memory, not records

The failure mode wasn't dramatic — it was quiet. A chiller's quarterly service slips because nobody was tracking it, and it fails during peak season. An auditor asks when the fire pump was last serviced, and there's no answer.

Before

  • No reliable list of what equipment exists or where it sits
  • Servicing happened only when someone remembered
  • Fault reports lost in chat threads
  • No evidence a job was actually done
  • Spare parts ran out mid-repair
  • Management performance was guesswork

After go-live

  • Searchable asset register, located to the room
  • Schedules generate their own jobs automatically, every day
  • Every request becomes a tracked ticket with an owner and a clock
  • Completed checklists, timestamps and technician sign-off
  • Stock falls as parts are consumed; alerts fire before you run dry
  • Live dashboards: SLA compliance, downtime, technician output

The approach

One connected system, not five disconnected ones

Rather than build everything from scratch, we used each Zoho application for what it's already good at and custom-built only the parts with no ready-made equivalent. The count was deliberately kept low — the fewer systems in play, the fewer places data can drift out of step.

Zoho Creator icon

Zoho Creator

The CAFM system — custom built

Zoho Desk icon

Zoho Desk

Fault tickets & SLA timers

Zoho Analytics icon

Zoho Analytics

Dashboards & weekly reports

Zoho WorkDrive icon

Zoho WorkDrive

O&M manuals & contracts

Zoho Flow icon

Zoho Flow

Desk ↔ Creator, Outlook

Deluge icon

Deluge

The automation layer

System architecture

Zoho Desk icon

Zoho Desk

Fault tickets & SLA timers

Requests raised by staff

Deluge routines icon

Deluge routines

7 automation routines

Daily self-scheduling PPM

via Zoho Flow
generates jobs
Zoho Creator icon

Zoho Creator — the CAFM core

Asset & Location Register (4-level)
Work Orders & Checklists
Spare Parts & Stock Ledger
PPM & Predictive Schedules
live data
documents
Zoho Analytics icon

Zoho Analytics

Dashboards & weekly reports

SLA, downtime, technician KPIs

Zoho WorkDrive icon

Zoho WorkDrive

O&M manuals & contracts

Attached to assets & jobs

Zoho Flow iconZoho Flow connects Desk ↔ Creator and pushes notifications to Outlook · 4 roles (administrator, supervisor, technician, storekeeper) enforced at the data layer

What we built

The capabilities delivered

01

Asset register & 4-level locations

Every asset registered with a unique auto-generated ID and located precisely: building → floor → zone → room, so a fault report points at an exact place.

02

Preventive maintenance engine

Define the rule once — “every generator, monthly” — and a daily routine raises the job, attaches the right checklist, and books the next occurrence, indefinitely.

03

Predictive triggers

Service jobs raised when an asset's running hours cross a threshold, independent of the calendar — so machines are serviced on real use, not just dates.

04

Work orders & checklists

One record type for preventive, corrective and predictive jobs, with a governed status lifecycle and reusable checklists copied into every job.

05

Spare parts & stock ledger

Parts and stock live inside Creator. Logging a part on the work order moves the balance immediately — no separate inventory system to reconcile.

06

Ticketing, SLA & dashboards

Faults become Desk tickets with response and resolution clocks; Analytics turns Creator and Desk data into live management dashboards.

Add: the Asset Register list view

Assets grouped by building, with IDs, categories and status visible.

Add: a Work Order with its checklist

Shows checklist execution, parts used and technician sign-off — the evidence story.

Add: the Analytics dashboard

SLA compliance, downtime, PPM compliance and technician KPIs.

Under the hood

The engineering that makes it trustworthy

A maintenance system is only worth having if its records can be trusted. The automation layer was built defensively around that idea.

Self-scheduling PPM

A daily Deluge routine finds every schedule that's due, raises the work order with lead time, and copies the checklist in — built to be safe to re-run, so a retry never double-raises a job.

Enforced completion gate

A job can't be marked complete while a mandatory check is unanswered or the technician hasn't signed off — the checklist becomes real evidence, not an optional formality.

Ledger-based stock

Part balances are recomputed by summing an append-only movement ledger, never incremented in place — so the figure can't silently drift, and every change is auditable.

Role-scoped access

Four roles — administrator, supervisor, technician, storekeeper — with technicians seeing only their own assigned work, enforced at the data layer.

17

Custom Creator forms

7

Deluge automation routines

4

Role-based access profiles

Outcomes

The impact for Jood FM

The system replaced an operation that ran on memory with one that runs on records — visible, scheduled and auditable.

100%

of completed jobs closed with a checklist, timestamp and technician sign-off — an audit trail by design

4-level

location precision, tracing every asset from building down to the exact room

Daily

automatic work-order generation — scheduled maintenance no longer depends on anyone remembering

“For the first time we can open a single screen and see every asset, what's due, and what's already been done. Servicing that used to slip through the cracks now schedules itself — and when an auditor asks when something was last maintained, the record is already there.”

— Facilities Manager, Jood FM

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