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Zoho FSM - Plan Comparison

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Work Order Management
RequestsYesYesYes
Estimates
Standard Estimates
Optional Line Items
Yes
Yes
-
Yes
Yes
Yes
Yes
Yes
Yes
Work Orders
Service Line Items
Part Line Items
Service Task Line Items
Yes
10/work order
10/work order
-
Yes
20/work order
20/work order
10/service line item
Yes
30/work order
30/work order
15/service line item
Service Appointments
Time Slot
Queue Based (All Day)
Multi Day
Yes
Yes
Yes
-
Yes
Yes
Yes
-
Yes
Yes
Yes
Yes
Service Task-5/service10/service
Service Report1/appointment5/appointment10/appointment
Record Templates--40/module
Gantt ViewYesYesYes
Grid View--Yes
Map View-YesYes
Calendar ViewDay, Week viewsDay, Week viewsDay, Week, Month views
Trips1/appointment20/appointment50/appointment
Time Sheet10/appointment10/appointment15/appointment
Multi-currency-10/organization20/organization
Notes and Attachments
Unified Notes View
Yes
Yes
Yes
Yes
Yes
Yes
Multi-day appointments--Yes
Maintenance Plans
Scheduled Maintenance--
200 active
Total 500
Contact Management
CustomersYesYesYes
CompaniesYesYesYes
Customer HistoryYesYesYes
NotesYesYesYes
NotificationsYesYesYes
Custom Notifications-YesYes
TimelineYesYesYes
Advanced FiltersYesYesYes
Contact Merge-YesYes
Workforce Management
Users20200200
EquipmentsYesYesYes
Crew-20/organization50/organization
Skills10/organization20/organization50/organization
Service Territories-20/organization50/organization
AttendanceYesYesYes
Availability
Business Hours
Holiday
Time Off
 
-
Yes
-
 
Yes
Yes
Yes
 
Yes
Yes
Yes
Field Agent Live Location Tracking-YesYes
Service Management
Services And PartsYesYesYes
Asset Management
Manage Assets--Yes
Billing (Powered by Zoho Invoice)
2-way sync between FSM and Zoho Invoice/Books-YesYes
InvoicesYesYesYes
PaymentsYesYesYes
Payments Gateway IntegrationYesYesYes
Taxes (Specific to local currencies and tax laws)YesYesYes
Product Customization
Module Custom Fields-Max 50/moduleMax 100/module
Limits for each field type
Text & Choice fields (these include Single Line, Multi Line, ​​​​​Phone, Email, Pick List, URL)-18/module36/module
Decimal & Currency fields-7/module14/module
Date Time & Long Integer fields-10/module20/module
Checkbox-5/module10/module
Number-5/module10/module
Date-5/module10/module
Job Sheets--10 Active
Total 20
Job Sheets Custom Fields--Max 200/job sheet
Limits for each field type in Job Sheets
Text & Choice fields (Single Line, Multi Line, Phone, Email, Pick List, URL, Multi-Select Pick List, Check List, Radio Choice)--72/job sheet
Decimal & Currency fields--28/job sheet
Date Time & Long Integer fields--40/job sheet
Checkbox--20/job sheet
Number & Rating fields--20/job sheet
Date--20/job sheet
Image Upload--20/job sheet
FSM List ViewsYesYesYes
Custom Views-5/module10/module
PDF Templates-100/module100/module
Automation
Workflow Rules
1 active/module
Total 3/module
3 active/module
Total 5/module
5 active/module
Total 7/module
Time-based Workflow Rules--
3 active/module
Total 5/module
Custom Functions-3/module5/module
Standalone Functions-3/organization5/organization
Field Updates1/module3/module5/module
Email Template1/module3/module10/module
Email Notification1/module3/module5/module
Webhooks-5/module10/module
Reports
Standard ReportsYesYesYes
Custom Reports-10/module
Total 30
20/module
Total 50
DashboardYesYesYes
Data Management
Mass Update--Yes
File Storage1 GB/organization10 GB/organization + 2GB/100 appointments10 GB/organization + 2GB/100 appointments
Additional File Storage-/month for 25 GB/month for 25 GB
Data Storage100,000 records500,000 records500,000 records
Import Data1000 records/batch10000 records/batch20000 records/batch
Export DataYesYesYes
Import HistoryYesYesYes
Security and Privacy
Custom Profiles-10/organization15/organization
Data Encryption (EAR)YesYesYes
Audit TrailYesYesYes
GDPR ComplianceYesYesYes
Developer Tools
APIs (Daily call limit)5000/Day/Org25000/Day/Org25000/Day/Org
APIs Window Limit2500/User/Min5000/User/Min5000/User/Min
API Concurrency Limit5/Client/Org15/Client/Org15/Client/Org
Connections-YesYes
Webforms-
3 Active/module
Total 100/module
10 Active/module
Total 100/module
Mobile Support
Mobile App for Field TechsYesYesYes
Offline Data Access-YesYes
Channels
Email
Sender Email-10/organization50/organization
Telephony
Zoho's Built-In Telephony (powered by Twilio)--Yes
Zoho Voice--Yes
Telephony Marketplace--Yes
WhatsApp Business Messaging
WhatsApp Templates--10/module
WhatsApp Notifications--10/module
Zoho Integrations
Zoho Books-YesYes
Zoho CRM-YesYes
Bigin by Zoho CRM-YesYes
Zoho Desk-YesYes
Zoho Flow-YesYes
Third-Party Integrations
Zapier-YesYes

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