About Zoho FSM

Zoho FSM is a field service management platform for service businesses like Electrical, Plumbing, HVAC, Solar Power Services, Home Services, Roofing, Pool Services, Security System Management, Elevator Services, Telecommunication, Healthcare, Construction, Landscaping, Property Maintenance, Lawn Care, Locksmiths, Custom home building, Handyman, Carpet Cleaning, Painting, Remodelling, Garage Door Services, Flooring, Locksmith Services, Appliance Repairs, Carpentry, Fence Services, Pest Control, Restoration, Spa Services, Tiling, Well Water Services, and Alarm Business. Get started with the 15-day free trial now! It optimizes customer management, work order management, workforce management, scheduling, billing, and payments. It streamlines the process from receiving service requests to creating work orders. It facilitates sending cost estimates and creating service appointments and invoices from work orders. It also enables the creation of recurring work orders for maintenance contracts. Zoho FSM supports assisted scheduling on the Dispatch Console. It has a Gantt view, map view, and calendar view. The Gantt and calendar views show all the details of the job. The map view shows the live locations of field agents. New schedules can be created by drag-and-drop. Zoho FSM also helps in improving workforce productivity. View all details of users, create crews, add skills, and keep track of trip logs and time-offs. It has a multi-user environment with user profiles with distinct access and permissions. The mobile app which is available on Android and iOS devices empowers agents on the go. Field agents can share their live locations, enter timesheets, and collaborate through notes and images. It also allows invoicing and taking up additional jobs. Beyond this, Zoho FSM also handles billing and payments, asset management, inventory tracking, and reporting. Zoho FSM enables automating processes to cut repetitive tasks. It can also be customized to suit different businesses. Zoho FSM supports integrations with Zoho CRM, Zoho Books, Zoho Invoice, Zoho Inventory, and other third-party apps that handle other aspects of the business to provide a complete solution. Visit our page to learn more about Zoho FSM: https://www.zoho.com/fsm/plan-comparison.html
Zoho FSM Software - Zoho FSM optimizes work order management. Receive service requests, create and send estimates, covert it to a work order and schedule appointments and raise invoices.
Zoho FSM Software - The Dispatch Console lets you schedule work orders, services or service tasks to various field agents. The map view helps in choosing agents based on live location and proximity. The Gantt and calendar also shows holidays and time-offs
Zoho FSM Software - View the details of all the users in the User tab. See their calendars, territorial coverage, skills, trip logs and time-offs. Group users to create crews with specific skills.
Zoho FSM Software - The Zoho FSM mobile app empowers field agents with customer and job details. It allows them to navigate to the job site and lets them log trips and timesheets and add notes and photos.
Zoho FSM Software - Powered by the Zoho Finance Suite, Zoho FSM makes invoicing easy. Branded invoices can be created and sent with a click. Zoho FSM supports multiple currencies and region specific taxes. It also supports multiple online payment gateways.
Zoho FSM video
Zoho FSM Software - Zoho FSM optimizes work order management. Receive service requests, create and send estimates, covert it to a work order and schedule appointments and raise invoices. - thumbnail
Zoho FSM Software - The Dispatch Console lets you schedule work orders, services or service tasks to various field agents. The map view helps in choosing agents based on live location and proximity. The Gantt and calendar also shows holidays and time-offs - thumbnail
Zoho FSM Software - View the details of all the users in the User tab. See their calendars, territorial coverage, skills, trip logs and time-offs. Group users to create crews with specific skills. - thumbnail
Zoho FSM Software - The Zoho FSM mobile app empowers field agents with customer and job details. It allows them to navigate to the job site and lets them log trips and timesheets and add notes and photos. - thumbnail
Zoho FSM Software - Powered by the Zoho Finance Suite, Zoho FSM makes invoicing easy. Branded invoices can be created and sent with a click. Zoho FSM supports multiple currencies and region specific taxes. It also supports multiple online payment gateways. - thumbnail

Zoho FSM pricing

Zoho FSM has a free version and offers a free trial. Zoho FSM paid version starts at USD 30.00/month.

Starting Price:
USD 30.00/month
Free Version:
Yes
Free trial:
Yes

Alternatives to Zoho FSM

Zoho FSM Reviews

Feature rating

Value for Money
4.1
Functionality
4.5
Ease of Use
4.3
Customer Support
4.4
5 reviews of 12 View all reviews
Athanasios
Athanasios
  • Industry: Industrial Automation
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
0

5
Reviewed on 21/11/2024

Zoho Field service Managment

Pros

The service report management and appointment.

Cons

The Work Order report and products report

Zohayr
  • Industry: Facilities Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 03/09/2024

Seamless Integration with Exceptional Support

My overall experience with Zoho FSM has been positive. The platform has significantly improved our workflow, making it easier to manage field operations and communicate with customers. While there was an initial adjustment period, the benefits have far outweighed the learning curve. Additionally, [sensitive content hidden] was very good at explaining the product during pre-sales, and [sensitive content hidden] has been amazing throughout the onboarding process. Their support has been invaluable in getting the most out of the platform.

Pros

Zoho FSM has greatly streamlined our field service operations. The integration with WhatsApp Business Platform is seamless, making task management and customer communication much more efficient. Highly recommend for any service-based business!

Cons

It took a little time to fully explore all the features, but overall, Zoho FSM has been a valuable addition to our workflow.

Response from Zoho

Thank you so much for taking the time to leave a review about Zoho FSM. We are constantly working on making this platform better and bigger. Your support means a lot to us! We look forward to continually serving your business! :)

Replied 05/09/2024
Anne-Lise
  • Industry: Retail
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
3
Functionality
3
Ease of Use
4
Customer Support
5

4
Reviewed on 11/12/2024

Using of FSM

Pros

The support we receive and the way you incorporate the feedback we provide.

Cons

Restrictions on the number of workflow rules and data imports always require prior approval.

Alternatives Considered

Zoho Creator

Reasons for Choosing Zoho FSM

Being on the cloud and having everything integrated (accounting, CRM, sales, etc.) would improve customer service, enhance communication with our customers, and enable more automation.

Switched From

ACCEO Retail-1

Reasons for Switching to Zoho FSM

Being on the cloud and having everything integrated (accounting, CRM, sales, etc.) would improve customer service, enhance communication with our customers, and enable more automation.

Response from Zoho

Thank you so much for taking the time to leave this wonderful review. We are constantly working on making this platform bigger and better. Your support means a lot to us! We look forward to continually serving your business! :)

Replied 23/12/2024
jessica
  • Industry: Utilities
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 24/11/2024

Finally a FSM that works and budget friendly

So far it has been great, everything I was looking for. The integration with Zoho Books/Inventory is a lifesaver. Love how it all syncs together

Pros

So far Zoho FSM is everything we needed in a Field Management software. Able to track leads/requests for service. Keep notes, and send estimates/invoices. So much easier than notepads. Also like that it is budget friendly and won't break the bank.

Cons

Still looking at different ways to label requests. The default does not work well for us.

Alternatives Considered

Housecall Pro

Reasons for Switching to Zoho FSM

Zoho FSM is way more user friendly, seamlessly syncs with Zoho Books and is budget friendly.

Response from Zoho

Thank you so much for taking the time to leave a review about Zoho FSM. We are constantly working on making this platform bigger and better. Your support means a lot to us! We look forward to continually serving your business! :)

Replied 05/12/2024
Slav
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 04/12/2024

FSM & Team Clean Cooperation

The beginning was difficult. We first had to get used to it. It was the beginning of FSM and we switched to it in the high season. It was a bit brisk. Now I can't imagine working without FSM. I see how everything is only getting better and I really enjoy being in contact with competent, responsive and friendly staff.

Pros

Sophisticated digital independence and efficient working

Cons

I'm sorry to mention this, but the fact is that FSM is being built in parallel while we are working at the same time. But that is normal. It was much more noticeable at the beginning.

Response from Zoho

Thank you so much for taking the time to leave this wonderful review, Slav. We are constantly working on making this platform bigger and better. Your support means a lot to us! We look forward to continually serving your business! :)

Replied 16/12/2024

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