for Zoho CRM
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.
You can customise to suit your unique business needs or leverage some of our additional tools, such as SMS and WhatsApp integration, integration to Zoho Books, Xero and other 3rd party platforms.
Once setup its easy to create jobs for your existing Zoho CRM Accounts and Contacts and allocate them to your field service team. You can clone jobs, create ‘one-time’ or recurring jobs right from within Zoho CRM.
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.
Simple pricing that leverages your investment in Zoho CRM. You don’t need Zoho CRM Licences for your field service Operators!! You could have (1) Zoho CRM Licence and 100’s of LogixOne Operators!!
When you install LogixOne Operator for Zoho CRM from the Zoho Marketplace you are provided with the full functionality (7) day trial of LogixOne Operator and 2 ‘Active’ operator.
To convert your free trial to a ‘paid’ subscription and add more ‘Active’ Operators please select from the items below. Once you have subscribed we shall activate the additional Operators within your environment. Please note that this can take up to 24hrs.
All prices are in US$ and do not include any local taxes and duties.
| 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. |
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| 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 Job Events, Jobs, 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. | Operator Log Track and export Operators daily movements to excel. Includes – Start|Stop Shifts, Job Checkins, Job Completion, Location Links and links to related Job | Job Events | Invoices | 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. |