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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 Zoho Analytics?

Zoho Analytics, previously known as Zoho Reports, delivers robust and actionable insights tailored for your business needs. This self-service analytics and business intelligence tool allows companies to connect to various data sources, import their data, and analyze it through visually engaging reports and dashboards. Users can securely share and collaborate on these reports or dashboards within the platform, enhancing teamwork and decision-making. Additionally, Zoho Analytics seamlessly integrates with leading business applications, further streamlining the analytical process. By leveraging its features, organizations can transform their data into valuable insights for improved performance.

Media

Media

Integrations Supported

Zapier
Zoho Books
Zoho CRM
Zoho Desk
Zoho Flow
Zoho Inventory
Zoho Invoice
DocuQuest
Facebook
HubSpot Marketing Hub
Integrately
Minelead
Mortar
Nekton.ai
Playable
ROI Hunter
Slack
Stripe
TeamSupport

Integrations Supported

Zapier
Zoho Books
Zoho CRM
Zoho Desk
Zoho Flow
Zoho Inventory
Zoho Invoice
DocuQuest
Facebook
HubSpot Marketing Hub
Integrately
Minelead
Mortar
Nekton.ai
Playable
ROI Hunter
Slack
Stripe
TeamSupport

API Availability

Has API

API Availability

Has API

Pricing Information

$30 per month
Free Trial Offered?
Free Version

Pricing Information

$30 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

Zoho

Date Founded

1996

Company Location

United States

Company Website

www.zoho.com/analytics

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

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Embedded Analytics

Ad hoc Query
Application Development
Benchmarking
Dashboard
Interactive Reports
Mobile Reporting
Multi-User Collaboration
Self Service Analytics
Streaming Analytics
Visual Workflow Management

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

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