Zoho FSM

Pros

It's an affordable end-to-end field service management solution and works well for our field service business.

Cons

It's clunky and feels like it is still in the development stage. Because it is cloud-based, it is slow to get anything done. The mobile app also needs a constant connection to work, even for things that shouldn't need a connection.

Alternatives Considered

Reasons for Choosing Zoho FSM

Switched From

Reasons for Switching to Zoho FSM

Pros

Easy to use, and all of the modules flow well together resulting in a detailed workflow for history records and with easy integration to Zoho desk , defining the remote vs onsite support. It is a great value to have notifications, online acceptances , billing, stock issues , appointment scheduling all from one system. And with seamless integration to Zoho Books , customer information , Service and part items make it a breeze to setup. Also the CRM integration helps account managers access Service appoint records without leaving their system as well as doing estimates to clients directly from the CRM with the FSM extension.

Cons

there are no delivery note documents for stock that is issued out, and none chargeable appointment have to be billed at zero value. Also wish it was apart of the Zoho one package for likes of analytics.

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

Reasons for Choosing Zoho FSM

Switched From

Reasons for Switching to Zoho FSM

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

Reasons for Switching to Zoho FSM

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.

Pros

Part of Zoho One ERP, great value and customization. Good and getting better.

Cons

Its only been released about a year, so still relatively young compared to some of the other Zoho softwares.

Pros

The team behind the FSM side of things does an amazing job

Cons

That there is no parts sold inventory with warranty information per customer.

Pros

Love being able to schedule our techs out in advance and able to track it all. The seemless integration with ZOHO Books is great. Makes it one of the most productive tools I have.

Cons

The only issue I have is the sync between FSM and Books is updated every 3 hours, but I can force it over manually when I need to.

Pros

Everything is easy to program. Here are the steps to design everything.

Cons

There is no phone customer service available, but the support provided is excellent.

Pros

Integration with the crm and books is great

Cons

Dashboard view could be simplified, but once you get used to it, very easy to use

Pros

The functionality and ease of use.
The ability ease of customization.
The onboarding process has been seamless and extremely efficient.
The aftersales support is the best in the industry.
The ability to integrate with many software platforms.
The willingness of the onboarding and support team to assist in the setup and customization of the software.

Cons

I have not found any weak points to date

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.

Pros

1. Efficiency when it comes to scheduling appointments. The messages are delivered live.
2. The ability to load Assets and designate to specific sites. The syncing of Assets to specific addresses. Syncing of Service and parts as well as equipment onto sites, territory and contacts. This enables automation and reduces manual loading of data.
3. The application of rules and commands. This serves as reminders to Administrators and less reliance on memory.

Cons

1. Currently, the inability to load multiple assets under one client.
2. It takes some time to load especially on opening from CRM and Zoho Desk.

Pros

The service report management and appointment.

Cons

The Work Order report and products report

Pros

Organized workflow to keep errors low love it!

Cons

Cannot load more images to service notes. Would like to be able to add more than what they offer

Pros

It's broad, customizable functionality, plus it integrates with zoho suite quite well

Cons

Large learning curve (for someone with no prior experience with an fsm app)

Alternatives Considered

Reasons for Switching to Zoho FSM

Pros

Customer Support is good ,and staff behaviour also good

Cons

Ui is not satisfying compared with other zoho products

Pros

Zoho FSM has been a game-changer for our field service operations. The platform is intuitive, feature-rich, and perfectly tailored to streamline every aspect of managing a field workforce.

Cons

So Far we have faced no issues and it works as expected

Pros

That we can add 200 users without purchasing their license

Cons

Nothing.

Pros

seguimiento de mis operarios y el historial de intervenciones a cada activo

Cons

la poca flexibilidad de hacer informes personalizados (job sheets)

Pros

Esta muy bien. Es un producto completo !!

Cons

Es comodo, rapido, seguro y con mucho swim