Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
You'll never miss invoicing a job again, as eTrace provides a comprehensive list of jobs marked as "waiting to be invoiced," organized by customer—allowing you to simply select a job to create an invoice. Additionally, you can keep an eye on the payment status of invoices, enabling you to monitor jobs that remain "not invoiced" as well as those with "invoices not paid." The system also features robust search capabilities, allowing you to find customers using various criteria such as first or last name, phone number, address, regional area, work order number, and even customers awaiting booking. All of your files are securely stored on our high-performance servers located in a protected data center, equipped with fast network connections and a reliable infrastructure supported by a mirrored data backup system. Furthermore, staff can conveniently access their daily schedules and work orders from any location with internet connectivity, whether they are at home, in the office, or on the move, ensuring they are always informed and prepared. This flexibility greatly enhances productivity and efficiency for your team.
Description
Zoho FSM is the one-stop field service platform that caters to the needs of service businesses, manufacturers, and contractors. It optimizes everyday tasks, increases productivity on the field, and systemizes back-end operations.
Zoho FSM helps process service requests efficiently with advanced work order management. It simplifies sending cost estimates and creating work orders. The ideal resource can be chosen and scheduled on the Dispatch Console with Gantt charts, map view, and live location tracking. Zoho FSM enables businesses to manage large, diverse teams with efficient workforce management and distinct user profiles.
The Zoho FSM mobile app is available for Android and iOS. It lets field agents log timesheets, share notes and images, create service reports, and take up follow-up jobs.
Zoho FSM allows branded invoice creation on the web and mobile app. Powered by the Zoho Finance Suite, it supports multiple currencies, region-specific taxes, and online payment gateways.
Zoho FSM is customizable to suit different industries. It also integrates with Zoho CRM and Zoho Inventory for sales and stock management. Beyond this, it supports REST APIs for third-party integrations.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Bigin by Zoho CRM
No
WhatsApp
No
Zapier
No
Zoho Books
No
Zoho CRM
No
Zoho Desk
No
Zoho Flow
No
Zoho Inventory
No
Zoho Invoice
No
Integrations
Bigin by Zoho CRM
Yes
WhatsApp
Yes
Zapier
Yes
Zoho Books
Yes
Zoho CRM
Yes
Zoho Desk
Yes
Zoho Flow
Yes
Zoho Inventory
Yes
Zoho Invoice
Yes
Pricing Details
$89 per month
Free Trial
No
Free Version
No
Pricing Details
$30 per month
Appointment-based pricing.
Free, Standard and Professional and Premium editions available.
Free, Standard and Professional and Premium editions available.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ETRACE
Website
www.etrace.ca
Vendor Details
Company Name
Zoho
Founded
1996
Country
India
Website
www.zoho.com/fsm/
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
No
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
Yes
Scheduling
Yes
Service History Tracking
No
Time Clock
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
Yes