Zoho FSM vs FieldTask App

The Zoho FSM Field Agent app enables field technicians and service teams to access, plan, and execute service appointments seamlessly. Unify field teams by connecting all your field operations end-to-end, and maximize productivity. Empower your field teams to provide high quality customer service with a field solution in the palm of their hand. The app provides detailed information on the service request, so agents can plan ahead. Improve first-visit resolution and score better in customer satisfaction. Stay updated 24/7 Receive automated notifications and reminders of scheduled appointments. Use the calendar view to peruse through the appointments in a structured way. Access and update information with just a tap Gain access to work order details, customer history, and service details so you can go prepared. Take pictures, and send notes and attachments for future reference right from the work station. Add/edit Service and Parts from the work station to provide the best service and keep the managers in loop. Find the customer location Follow directions and navigate to the customer location. Create trips to record the route taken and keep managers informed about your travel. Record availability and progress Check in to the appointment and keep your teams updated on your progress. Log work hours, apply for leave, and ensure teams schedule accordingly. Invoice and Payments Generate invoices quickly after job completion and share them with the customer. Allow customers to process payments through secure portals and close deals on the spot. Service Reports Update service reports and get customer feedback on the spot. Get the customer's signature right on your device and provide a smooth customer experience from beginning to end. Location tracking can be enabled by the technician in the app and when enabled, the technician's location will be tracked continuously and shared with the FSM administrator. And continuous use of GPS running in the background can decrease battery life drastically.

FieldTask helps field service businesses schedule jobs, dispatch their team and send invoices from one app. Whether you're in HVAC, cleaning, landscaping, plumbing, construction, or other trades. FieldTask brings quoting, dispatching, route planning, time tracking and invoicing together, saving you time and keeping your whole team on the same page. From quote to invoice, and everything in between, it all happens in one app. Features Scheduling Plan jobs by month, week or day. Unscheduled jobs wait in their own list until you place them. Dispatching Assign a job to one technician or a full crew, and they're notified on their phone. Proximity Based Assignment Assign jobs to the team members closest to the job site. Jobs on Map See all your jobs on a map and plan the day around where the work is. Route Planning Plan each technician's route for the day. Route Optimization Put the day's stops in the best order and see total distance and time. Compare routing strategies, then open the route in Maps. GPS Live Location See where your team is in real time. Route Map Look back at the route each technician traveled. Quotation and Estimation Build quotes on site from templates, with tax, expiry dates and discount limits set by the office. Accepted quotes turn into jobs automatically. Invoicing Create invoices, or have one created automatically when a quote is accepted. Products Keep your products and services with their prices in one list, ready to add to quotes and invoices. Customers Keep customer details and multiple addresses in one place. Call, text or email customers right from the job. Job History Look up past jobs and what was done on each one. Job Site Photos Take photos at the job site as proof of work. Customer Signature Get sign-off on your phone, or on the customer's own device with a QR code. Job Approval Technicians submit completed jobs with proof, and managers review and approve them. Time Clock Clock in and out, check in at each job site, and run a job timer you can pause. Attendance and Shifts Manage shifts and keep accurate attendance records across work sites. Timesheet Daily and bi-weekly timesheets for every team member. Payroll Calculation Calculate pay from the hours your team has worked. Notifications Job reminders, alerts for new assignments and schedule changes, and "on my way" texts or emails to customers. Reports Keep track of your team's work with built-in reports. Custom Branding Rename features to match your business, like Work Orders instead of Jobs or Estimates instead of Quotes. Reorder or hide menu items and add your own logo. and more... Multiple Languages Use the app in English, Spanish, French, Arabic, German or Dutch. Built for service businesses FieldTask is made for plumbing, HVAC, electrical, roofing, handyman, general contracting, construction, remodeling, painting, flooring, landscaping and lawn care, tree care, irrigation, snow removal, pool and spa service, pest control, cleaning and janitorial, carpet cleaning, window cleaning, pressure washing, junk removal, moving, appliance repair, garage door repair, locksmith, solar installation, fire and security systems, restoration, home inspection, property management, utilities, telecommunications, home healthcare, transportation and logistics, and other field service work, from solo operators to teams running several crews. Visit Website: https://fieldtask.io Want a walkthrough? Book a demo at https://fieldtask.io/demo Help guides: https://fieldtask.io/help Terms of Service: https://fieldtask.io/terms-of-service Privacy Policy: https://fieldtask.io/privacy-policy Questions or feedback? Email us at support@fieldtask.io