Field Service Management
ONE software to digitize your field service management.
Quotations
create quotes from Accounts, Contacts and service catalogue.
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
Live Mapping
Geographically map daily jobs, accounts and contacts and live operator location.
Automatic Invoicing
Automate invoice creation immediately after job completion.
Job Scheduling
Schedule jobs to individual operators using advanced search capability and automatic job event creation.
Two-way Messaging
Send receive automatic SMS, WhatsApps and Telegram messages based on customisable workflow triggers. see LogixOne Chat
Field Service Application
Advanced field service application provides field operators with live job information available in both Android and iOS. Learn More
Sign on Glass
Allow customers to sign on-site job completion within operator.
Customisation
Customise the entire environment to meet your company’s specific workflow needs.
Dynamic Calendar
Colour coded calendar enables drag-and-drop functionality on a per operator basis.
Advanced Automation
Automate basically any part of the workflow to further build in efficiencies directly into the platform.
Job Attachments
Upload attachments such as plans, entry permits or images either from CRM or App.
Third-party Integration
Integrate into third-party software applications such as Zoho Books, Xero and MYOB.
For a ‘Complete’ list of features click here.
Industries
Logixone Operator is designed for any business that has field service staff.
Electrical
Construction
Home Maintenance
Cleaning
Landscaping
Freight
Plumbing
Electronics
Security
Removalists
Engineering
Quality control
Mobile Mechanics
Personal Training
Waste Management
Simplify the process of job allocation from within Zoho CRM
LogixOne Operator leverages advanced customisation and flexibility that enables you to achieve 100% digital transformation of your field service business.
Create Jobs
By leveraging the power of LogixOne you can create Jobs from quotes and select items form the native ‘products’ module. Job events can be ‘one-time’ or reoccurring.
Select Oprerator
‘Automatically’ select the most appropriate operator for the job and its events are then assigned.
Complete Jobs
Operators receive job information to their smart device which includes all necessary data to complete. Operator completes and customer invoice is automatically produced within LogixOne.
Remove Complexity
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.
Advanced Job Management within LogixOne 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.
Full Automation
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.
Feature List
| 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 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. |
Pricing
Simple pricing that covers all of your software needs in the one platform.
- LogixOne Scheduler
- US$ 125
Priced per CRM User, per month
Advanced scheduling and field service management. LogixOne CRM and LogixOne HR Manager included!
- LogixOne Operator
- US$ 25
Priced per Filed Service Operator, per month
Dedicated Android application
Connects field service operators to LogixOne.
- Optional Cost
- SMS Messages
US12.50 per month number hostingUS$0.20 per message sent / US$0.10 per message received
Setup & Configuration
US$800 for (8) hours of setup assistance and end user training.Integration to 3rd Party Applications
Sync To XERO – US$500Sync to Zoho Books – US$500
All prices above are quote in US$ and Tax Free.
*Discounts for quantity and annual purchase.
Integrate
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.
Communicate
Easily allow your admin team to communicate and record with your customers by ‘Omnichannel’ instant chat using LogixOne Chat, an advanced chat tool that allows users to chat via multiple chat channels such as WhatsApp | Telegram |SMS and more. Learn more
Live Demonstration
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