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Zoho FSM - Plan Comparison

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Work Order Management
RequestsYesYesYes
EstimatesYesYesYes
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 Task-5/service10/service
Service Report1/appointment5/appointment10/appointment
Gantt ViewYesYesYes
Map View-YesYes
Calendar ViewDay, Week viewsDay, Week viewsDay, Week, Month views
Trips-YesYes
Time Sheet-YesYes
Multi-currency-10/organization20/organization
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
Skills10/organization20/organization50/organization
Crew-20/organization50/organization
Record Templates--40/module
Service Territories-20/organization50/organization
Business Hours-YesYes
HolidayYesYesYes
Time Off-YesYes
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
Online PaymentsYesYesYes
Taxes (Specific to local currencies and tax laws)YesYesYes
Inventory Control (Powered by Zoho Inventory*)
Serial Number Tracking--Yes
Multiple Warehouses--Yes
Product Customization
Custom Fields-3/field type/module (max 10/module)15/field type/module (max 50/module)
FSM List ViewsYesYesYes
Custom Views-5/module10/module
PDF Templates-YesYes
Business Messaging
WhatsApp Templates--10/module
WhatsApp Notifications--10/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
DashboardYesYesYes
Data Administration
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

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