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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.

Description

Experience a comprehensive platform designed to address all your back office requirements. Zoho Finance Plus encompasses a wide range of tools, from invoicing and order management to accounting, enabling you to enhance the efficiency of your back office tasks. You can generate professional invoices, automatically send payment reminders, and process online payments effortlessly with Zoho Invoice. Each application within the Zoho Finance ecosystem is meticulously crafted to work in tandem, ensuring that any information inputted in one app is instantly updated across all others, keeping your data consistently accurate. When sales representatives create quotes and orders in one module, these details are immediately accessible to other teams, facilitating prompt order fulfillment, customer invoicing, and payment collection. As businesses increasingly adopt subscription models, the Zoho Finance Suite provides a robust recurring billing solution, effectively merging it with conventional accounting practices. Additionally, Zoho Expense streamlines your reimbursement approval process, making it easier for teams to manage expenses efficiently. Overall, Zoho Finance Plus offers an integrated approach to managing your financial operations seamlessly.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Zoho Books Yes 
Zoho Inventory Yes 
Zoho Invoice Yes 
Bigin by Zoho CRM Yes 
WhatsApp Yes 
Zapier Yes 
Zoho Billing No 
Zoho CRM Yes 
Zoho Checkout No 
Zoho Desk Yes 
Zoho Expense No 
Zoho Flow Yes 

Integrations

Zoho Books Yes 
Zoho Inventory Yes 
Zoho Invoice Yes 
Bigin by Zoho CRM No 
WhatsApp No 
Zapier No 
Zoho Billing Yes 
Zoho CRM No 
Zoho Checkout Yes 
Zoho Desk No 
Zoho Expense Yes 
Zoho Flow No 

Pricing Details

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

Pricing Details

$149 per month
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/fsm/

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/us/financeplus/

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 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

Inventory Management

Alerts/Notifications No 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access No 
Multi-Channel Management No 
Product Identification No 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Shopping Cart

Abandoned Cart Saver No 
Catalog Management No 
Credit Card Processing No 
Discount / Coupon Management No 
Inventory Control No 
Product Configurator No 
Product Ratings / Reviews No 
Refund Management No 
Returns Management No 
Shipping Management No 
Tax Management No 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management No 
Product Catalog No 
Recurring Billing No 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal No 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics No 

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