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What is Zoho FSM?

Zoho FSM serves as a comprehensive field service management solution tailored for service-oriented businesses, manufacturers, and contractors alike. By streamlining daily operations, it enhances productivity in the field while organizing back-end processes effectively. With its advanced work order management capabilities, Zoho FSM efficiently processes service requests and simplifies the tasks of generating cost estimates and work orders. The Dispatch Console allows users to select and schedule the optimal resource using tools like Gantt charts, map views, and real-time location tracking. Additionally, it equips businesses with the ability to manage large and varied teams through robust workforce management features and individualized user profiles. Field agents can utilize the Zoho FSM mobile app, compatible with both Android and iOS, to record timesheets, exchange notes and images, compile service reports, and handle follow-up tasks seamlessly. Branded invoice generation is a key feature in both the web and mobile applications, supported by the Zoho Finance Suite, which accommodates multiple currencies, region-specific tax regulations, and online payment processing options. Zoho FSM's adaptability makes it suitable for a wide range of industries, and it boasts integration capabilities with Zoho CRM and Zoho Inventory for efficient sales and stock management. Furthermore, it supports REST APIs for seamless third-party integrations, enhancing its versatility even more. This holistic approach ensures that businesses can tailor the platform to meet their specific needs and operational demands.

What is ETrace?

With eTrace, you'll eliminate the risk of overlooking job invoicing, as it offers a detailed compilation of jobs labeled as "waiting to be invoiced," categorized by customer, allowing for easy job selection to generate invoices. You can also track the payment status of invoices, making it simple to oversee jobs that are still "not invoiced" or those that have "invoices not paid." The platform comes with powerful search functionalities, enabling you to locate customers using multiple criteria, including their first or last name, phone number, address, regional area, work order number, and even those customers pending booking. All files are securely housed on our high-performance servers situated in a safeguarded data center, which boasts fast network connections and a dependable infrastructure supported by a mirrored data backup system. Additionally, team members can effortlessly access their daily schedules and work orders from any location with internet access, whether they are at home, in a traditional office, or traveling, ensuring they remain informed and ready for any task. This level of accessibility not only promotes efficiency but also fosters a more cohesive work environment. Ultimately, the comprehensive tools and flexibility that eTrace provides contribute significantly to enhancing your team's overall productivity.

Media

Media

Integrations Supported

Bigin by Zoho CRM
WhatsApp
Zapier
Zoho Books
Zoho CRM
Zoho Desk
Zoho Flow
Zoho Inventory
Zoho Invoice

Integrations Supported

Bigin by Zoho CRM
WhatsApp
Zapier
Zoho Books
Zoho CRM
Zoho Desk
Zoho Flow
Zoho Inventory
Zoho Invoice

API Availability

Has API

API Availability

Has API

Pricing Information

$30 per month
Free Trial Offered?
Free Version

Pricing Information

$89 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zoho

Date Founded

1996

Company Location

India

Company Website

www.zoho.com/fsm/

Company Facts

Organization Name

ETRACE

Company Website

www.etrace.ca

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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