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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 Expense?

Zoho Expense is an intuitive and cost-effective application designed for managing and tracking expenses. Developed by Zoho Corporation, a global leader in business software solutions, this platform simplifies the process of expense reporting and enhances monitoring capabilities. It enables users to automate the recording of expenses, thereby making the approval workflow more efficient. Additionally, users can maintain oversight of their spending while gaining enhanced visibility. Key functionalities include expense analytics, the ability to import credit and debit card transactions, and the convenient feature of scanning receipts automatically. Furthermore, it offers customizable report fields and supports multiple currencies, making it a versatile tool for businesses operating in various financial environments. With its user-friendly interface, Zoho Expense ensures that expense management is not only straightforward but also effective for organizations of all sizes.

Media

Media

Integrations Supported

Zoho Books
Zoho CRM
Zoho Flow
Zoho Invoice
Zapier
Zoho Desk

Integrations Supported

Zoho Books
Zoho CRM
Zoho Flow
Zoho Invoice
Evernote
Google Drive
Microsoft Dynamics GP
Microsoft Excel
PayPal
QCommission
QuickBooks Online
Routespring
Truto
Workativ
Zoho Cliq
Zoho Directory
Zoho People
itilite

API Availability

Has API

API Availability

Pricing Information

$30 per month
Appointment-based pricing.
Free, Standard and Professional and Premium editions available.
Free Version
Free Trial Offered?

Pricing Information

$4 per active user/month
Billed annually
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

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/expense

Categories and Features

Field Service Management

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

Tradesman Job 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

Expense Report

Approval Process Control
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Workflow Management

Mileage Tracking

Business / Personal Travel
Employee Reimbursement
Expense Reports
GPS Tracking

Receipt Scanner

Not specified

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