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features
design
support

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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

Zoho Workerly is designed for temporary staffing agencies, providing comprehensive employee scheduling solutions that facilitate the management of client and temp databases, job scheduling based on specific client needs, timesheet generation, and invoice dispatching, all streamlined in one platform. The software employs AI-driven search capabilities to efficiently pair available temps with job requirements, significantly reducing the time spent on candidate selection. Improved communication channels enhance the placement speed of temps by fostering better interaction between the candidates and clients. You can swiftly schedule or adjust jobs by utilizing the Criteria Search to compile a list of suitable temps. Additionally, you can track the hours worked by your temp staff on various projects and subsequently generate invoices for client approval. By evaluating the specific requirements of your client's tasks, you can ensure that the temps assigned possess the necessary skills for the job. Moreover, the system automatically computes the total work hours logged by temp workers at client sites, ensuring accurate billing and efficient management. This integrated approach not only simplifies staffing challenges but also enhances overall operational efficiency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 

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 

Pricing Details

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

Pricing Details

$1 per month
$1 per temp per month
Free Trial No 
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 Yes 
iPad App Yes 
Android App Yes 
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/workerly/

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

Employee Scheduling

Appointment Management No 
Automated Scheduling No 
Calendar Management No 
Employee Database No 
Group Scheduling No 
Messaging No 
Mobile Access No 
Payroll Management No 
Reporting/Analytics No 
Resource Management No 
Schedule Distribution No 
Scheduling No 
Shift Scheduling No 
Shift Swapping No 
Time Clock No 
Time Tracking No 
Vacation / Leave Tracking No 

Staffing

Billing & Invoicing No 
CRM No 
Candidate Management No 
Interview Management No 
Job Board Posting No 
Job Requisition No 
Onboarding No 
Payroll Management No 
Self Service Portal No 
Temporary Staffing No 

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