create quotes from Accounts, Contacts and service catalogue.
Field Service Management
for Zoho CRM
You can do more with Zoho CRM than manage your sales team.
LogixOne Operator is a fully featured – Field Service Management solution that can completely digitally transform your field service business.
Customers today expect more from their service providers. The use of paper-based task tracking and other disconnected services not only increases risk but impact negatively on the company’s brand awareness.
Digitize your Field Services Team
Improve performance of your field service management business by digitally connecting your field service technicians, operators, plumbers, cleaners or any field staff to jobs created within Zoho CRM.
Features at a glance
Geographically map daily jobs, accounts and contacts and live operator location.
Automate invoice creation immediately after job completion.
Schedule jobs to individual operators using advanced search capability and automatic job event creation.
Send receive automatic SMS, WhatsApps and Telegram messages based on customisable workflow triggers. see LogixOne Chat
Advanced field service application provides field operators with live job information available in both Android and iOS. Learn More
Allow customers to sign on-site job completion within operator.
Customise the entire environment to meet your company’s specific workflow needs.
Colour coded calendar enables drag-and-drop functionality on a per operator basis.
Automate basically any part of the workflow to further build in efficiencies directly into the platform.
Upload attachments such as plans, entry permits or images either from CRM or App.
Integrate into third-party software applications such as Zoho Books, Xero and MYOB.
For a ‘Complete’ list of features click here.
Logixone Operator is designed for any business that has field service staff.
Simplify the process of job allocation from within Zoho CRM
LogixOne Operator leverges the customasation and flexibility of Zoho CRM to enable you to achieve 100% digital transformation.
By Ieveraging the power of Zoho CRM you can create Jobs from quotes and select items form the native ‘products’ module. Job events can be ‘one-time’ or reoccuring.
‘Automatically’ select the most appropriate operator for the job and its events are then assigned.
Operators receive job information to their smart device which includes all necessary data to complete. Operator completes and customer invoice is automatically produced within Zoho CRM.
Instantly send jobs to your Field Service Operators using the dedicated Android LogixOne Operator App.
The LogixOne Operator application is specifically designed to put the information that your field service team need to complete and record their daily jobs in the palm of their hands.
LogixOne Operator is both Android and iOS ready providing you flexibility in hardware.
LogixOne Console – Advanced Job Management within Zoho CRM
Integrated directly into Zoho CRM LogixOne Scheduler provides administration team ability to allocate and scheduled jobs instantaneously to field service operators.
Field Service App – Digital job cards
Provides field service operators with all of their daily job requirements and job information.
It also enables job completion and synchronisation to LogixOne for Zoho CRM as well as enables LIVE job and GEO tracking.
Android and iOS ready
Leverage Zoho CRM to Do More.
Given that LogixOne Operator is tightly integrated into Zoho CRM means you can create even more efficiencies within your business by leveraging Zoho CRM’s advanced tools such as reporting and dashboarding. Create dynamic dashboards that provide daily |weekly | monthly dashboards that enable you to manage your field service business the way you want.
LogixOne Operator combined with Zoho CRM is the ultimate business management solution for your field service businesses. The combination of the two means you get to manage your entire business from a single business management solution but also you can leverage Zoho CRM’s industry leading, simply to use Automation features to remove simple tasks from your staff have them completed by the CRM 24 x 7. Send notifications, update fields, schedule tasks and more can all be achieved within your Zoho CRM environment.
|Zoho CRM Plug-In adds advanced functionality to you existing Zoho CRM environment.||LogixOne Scheduler – An advanced calendar and scheduling tool, embedded directly into your existing zCRM environment.||LogixOne Maps – Geographical mapping of your events, accounts, contacts and LIVE OPERATOR tracking.||LogixOne Operator App – Put the information your field service team in the palm of their hands while receiving live job and location updates.|
|SIMPLE Job Scheduling – Schedule jobs based on time, date, reoccurrence and operator.||Graphical Color Coded Calendar – Visualise with ease your color coded operators.||LIVE – Live mapping of your operators location and movement.||Check-in – Force operators to start jobs by checking in capturing location and time stamp.|
|Automatic Job Assignment – Automatically assign operators to jobs based on job location and availability.||Drag and Drop Events – use your mouse to move job events time start or lentgh as well as day.||Filter by Events, Accounts or Contacts – Choose to geographically see your daily job events or even your zCRM accounts and contacts.||View Daily | 2 week | Month Jobs – allow operators to view upcoming schedule.|
|Single Zoho CRM Licence – Create multiple Operators using the one Zoho CRM Lic.||LIVE Job Status – Get LIVE updates within calendar of jobs.||Filter by Date – set any date, either past, present or future to geographically see your job events.||Navigate to Jobs – click for navigation.|
|Job Time Tracking – Get time to complete information on every job.||View Day, Week, Year – Get a simplified view of your upcoming jobs||Filter by Operator – Select either ALL, one or mixture of Operators.||View Service Items – View the service items to be completed.|
|Notification Methods – select how you would like to notify customer of job creation or job events.||Calendar Display – Change operator color, hide operators, seach operators.||Operator History – Map operators historical movements.||‘Start’ and ‘Stop’ shifts – Force operators to start and stop shifts.|
|Invoicing – Automatically generate invoices upon job completion. (Native Zoho CRM module)||Advanced Job Search – Use search terms such as zip code or city name to quickly fine job events.||Filter by Completion Status – Quickly see jobs that are either completed or not.||Attach Pictures and Files – Operators can upload attachments from device either directly from camera of file store.|
|Access Job Information – link to native zCRM ‘Job’, Event and Invoice.||Operator Filtering – filter by all operators or a selection of operators to simplify operator planning.||Accounts and Contacts – Map your Zoho CRM accounts and Contacts.||Additional Items – Allow Operators (IF required) to add additional items with quantity and notes.|
|Log – Log both ‘Check-in’ and completed location geographically and time stamp.||Links – Link directly to matching Job or Invoice details.||View Jobs Graphically||Auto Generate zCRM Invoices|
|Job Attachments – Upload documents such as permits, plans, images etc to each job and job.||View Operators Shift Status||Attach Job Notes|
|Job notes – List detailed job notes||Full Screen – View full screen map to display on large monitors||Sign On Glass – When required – Allow customer signatures|
|Customer Signature – Save customer signature within created Zoho CRM invoice.||GEO Stamp Invoices – All created Zoho CRM invoices contain; Check-in time and location and Completed time and location.|
|Employee Database – Configure employee names within Zoho CRM and associate these to jobs.||Allow field service techs to add service or product items to the job before completing the job.|
|Notify admin team to follow-up on job.|
|Contact associated contact via device mobile phone service.|
Simple pricing that leverages your investment in Zoho CRM.
All prices are in US$ and do not include any local taxes and duties.
Need to integrate to 3rd party software providers, no problems. We can integrate to programs such as Zoho Books, Xero and MYOB just to name a few to complete your digital transformation.
Easily allow your admin team to communicate and record with your customers by ‘Omnichannel’ instant chat using LogixOne Chat for Zoho CRM, an advanced chat tool that allows your Zoho CRM users to chat via multiple chat channels such as WhatsApp | Telegram |SMS and more. Learn more
Book A Private Demo
How many licences do I need?
LogixOne Operator is priced on a per Zoho CRM Organisation and Per Operator basis”
- Zoho CRM Organisation – You only require (1) LogixOne Operator Licence per Zoho CRM environment. You can allow ANY of your Zoho CRM users to access LogixOne Operator using the Zoho CRM native permissions. There is no limit on how many of your Zoho CRM can access LogixOne Operator.
- LogixOne Operators – We know its confusing but a LogixOne ‘Operator’ is an external operator. A LogixOne Operator is someone that is able to access their Jobs via the LogixOne Operator app. A LogixOne Operator could be an employee such as ‘Personnel Trainer’ or ‘Field Tech’ or a resource such as a cleaning truck. LogixOne Operators are configured within your Zoho CRM environment but can only access job information from the LogixOne Operator app. You can create as many LogixOne Operators as your licence allows from within your existing Zoho CRM environment. Theoretically you could have 1000’s of operators and only 1 Zoho CRM licence.
What is required to install LogixOne Operator for Zoho CRM?
To install LogixOne Operator within your Zoho CRM environment requires basically two things: The Zoho Marketplace plugin and a web-tab.
Can I get a trial of LogixOne Operator within my Zoho CRM environment?
Yes! Please contact us via the link below and we’ll help install a 14 day trial of LogixOne Operator within your Zoho CRM environment.
We require additional configuration can we get assistance?
Yes! We are here to help. In addition to installation assistance we can provide additional configuration services to further fine tune your environment to meet your unique business needs.
Is the app available in both Android and Apple capable?
Yes! LogixOne Operator app is available for both Android and iOS.