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Ratings and Reviews 0 Ratings
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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 Billing?
Zoho Billing, which was previously known as Zoho Subscriptions, is a robust software solution designed for subscription management and recurring billing. This platform caters to a wide range of businesses, from small startups to large corporations, enabling them to oversee the entire lifecycle of their customers, including the processing of recurring payments and the administration of customer subscriptions. Key features encompass recurring payment options, metrics for subscription management, financial tracking related to subscriptions, and integration with various payment gateways.
Effortlessly organize your products and services through a well-structured catalog. With adaptable pricing models and an intuitive pricing table widget, you can enhance your sales tactics effectively.
Experience streamlined invoicing and expense monitoring capabilities. Manage projects, keep track of timesheets, and create electronic invoices to facilitate swift transactions that adhere to local regulations, ensuring a hassle-free financial management experience. This comprehensive approach helps businesses maintain a clear overview of their financial activities while improving overall efficiency.
Integrations Supported
Zapier
Zoho Books
Zoho CRM
Zoho Flow
Bigin by Zoho CRM
Easyflow
Evoltsoft
Gmail
Microsoft 365
Microsoft OneDrive
Integrations Supported
Zapier
Zoho Books
Zoho CRM
Zoho Flow
Bigin by Zoho CRM
Easyflow
Evoltsoft
Gmail
Microsoft 365
Microsoft OneDrive
API Availability
Has API
API Availability
Has API
Pricing Information
$30 per month
Free Trial Offered?
Free Version
Pricing Information
$39 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
India
Company Website
www.zoho.com/us/billing/
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
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Recurring Billing
Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing
Subscription Management
Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics