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Editions and Pricing

The details of the various Zoho FSM editions and their pricing details are mentioned below.

Features

Edition

Free

Standard

Professional

Fixed Base Price

Free

30.00 USD

(billed monthly)

45.00 USD

(billed monthly)

300.00 USD

(billed annually)

420.00 USD

(billed annually)

Number of Appointments per month

30

60

60

Charges for additional appointments will be calculated based on the volume. Customers will be able to choose the additional appointments they need while purchasing the edition.

Number of Invoices

30

60

60

Number of Users

20

200

200

Volume based pricing

Number of

Appointments per month*

Volume-based Price (in USD)

Standard

Professional

Monthly

Annually

Monthly

Annually

60

30

300

45

420

100

50

480

75

720

150

75  

720

110

1080

200

100

960

150

1440

300

130

1200

200

1920

400

160

1560

250

2400

500

190

1800

300

3000

750

240

2400

375

3720

1000

290

2880

450

4440

1250

340

3360

525

5160

1500

390

3840

600

6000

2000

490

4800

750

7440

3000

665

6600

1000

9960

4000

815

8040

1200

12000

5000

965

9600

1400

13920

6000

1085

10800

1550

15480

7000

1205

12000

1700

16920

8000

1315

13080

1835

18240

9000

1415

14040

1955

19440

10000

1515

15120

2075

20640

12500

1740

17400

2325

23160

15000

1965

19560

2575

25680

17500

2165

21600

2800

27960

20000

2365

23640

3025

30240

25000

NA

NA

3425

34200

30000

NA

NA

3825

38160

A quote can be requested from the sales team for anything more than 30000 appointments per month.
*The number of invoices available will be equal to the number of appointments

Complete Feature Comparison

Features

Edition

Free

Standard

Professional

Work Order Management

Requests

Estimates

Work Orders

 

Service Line Items

Part Line Items

Service Task Line Items

 

10/work order

10/work order

 

20/work order

20/work order

10/service line item

 

30/work order

30/work order

15/service line item

Service Task

 

5/service

10/service

Service Report

1/appointment

5/appointment

10/appointment

Record Templates

 

 

40/module

Gantt View

Grid View

 

 

Map View

 

Calendar View


Day, Week views


Day, Week views

Day, Week, Month views

Trips

1/appointment

20/appointment

50/appointment

Time Sheet

10/appointment

10/appointment

15/appointment

Multi-currency

 

10/organization

20/organization

Multi-day appointments

 

 

Maintenance Plans

Scheduled Maintenances

 

 

200 active

Total 500

Contact Management

Customers

Companies

Customer History

Notes

Notifications

Custom Notifications

 

Timeline

Advanced Filters

Contact Merge

 

Workforce Management

Users

20

200

200

Equipments

Crew

 

20/organization

50/organization

Skills

10/organization

20/organization

20/organization

Service Territories

 

20/organization

50/organization

Business Hours

 

Holiday

Time Off

 

Field Agent Live Location Tracking

 

Service Management

Services And Parts

Asset Management

Manage Assets

 

 

Billing (Powered by Zoho Invoice)

2-way sync between FSM and Zoho Invoice/Books

 

Invoices

Payments

Payment Gateway Integration

Taxes (Specific to local currencies and tax laws)

Product Customization

Module Custom Fields

 

Max 50/module

Max 100/module

Limits for each field type

Single Line, Multi Line, Phone, Email, Pick List, URL, Multi-Select Pick List

 

18/module

36/module

Decimal, Currency

 

7/module

14/module

Date Time, Long Integer

 

10/module

20/module

Checkbox

 

5/module

10/module

Number

 

5/module

10/module

Date

 

5/module

10/module

Job Sheets

 

 

10 Active

Total 20

Job Sheets Custom Fields

 

 

Max 200/job sheet

Limits for each field type in Job Sheets

Single Line, Multi Line, Phone, Email, Pick List, URL, Multi-Select Pick List, Check List, Radio Choice

 

 

72/job sheet

Decimal, Currency

 

 

28/job sheet

Date Time, Long Integer

 

 

40/job sheet

Checkbox

 

 

20/job sheet

Number, Rating

 

 

20/job sheet

Date

 

 

20/job sheet

Image Upload

 

 

20/job sheet

FSM List Views

Custom Views

 

5/module

10/module

PDF Templates

 

100/module

100/module

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/module

5/module

Standalone Functions

 

3/organization

5/organization

Field Updates

1/module

3/module

5/module

Email Template

1/module

3/module

10/module

Email Notification

1/module

3/module

5/module

Webhooks

 

5/module

10/module

Reports

Standard Reports

Custom Reports

 

10/module

Total 30

20/module

Total 50

Dashboard

Data Management

Mass Update

 

 

File Storage

1 GB/organization

10 GB/organization + 2GB/100 appointments

10 GB/organization + 2GB/100 appointments

Additional File Storage

 

15 USD/month

for 25 GB

15 USD/month

for 25 GB

Data Storage

100,000 records

500,000 records

500,000 records

Import Data

1000 records/batch

10000 records/batch

20000 records/batch

Export Data

Import History

Security and Privacy

Custom Profiles

 

10/organization

15/organization

Data Encryption (EAR)

Audit Trail

GDPR Compliance

Developer Tools

APIs (Daily call limit)

5000/Day/Org

25000/Day/Org

25000/Day/Org

APIs Window Limit

2500/User/Min

5000/User/Min

5000/User/Min

API Concurrency Limit

5/Client/Org

15/Client/Org

15/Client/Org

Connections

 

Webforms

 

3 Active/module

Total 100/module

10 Active/module

Total 100/module

Mobile Support

Mobile App for Field Techs

Offline Data Access

 

*Available only if you have a paid edition (Standard and above) of Zoho Inventory
† The countries  supported are Australia, Canada, India, Kuwait, Qatar, Saudi Arabia, United Arab Emirates, United States, and United Kingdom.
If you need to use the tax rules of a country that does not currently have a designated tax edition in Zoho FSM, then you can use the Global edition.

Add-Ons

 

Standard

Invoices Add-on

Each additional set of 50 invoices will cost 5 USD

FAQs

  1. Does FSM offer a free edition?
    Yes. In the FSM free edition, up to 30 appointments, and 30 invoices can be created for free in a month.

  2. Is there a trial version for FSM?
    When a user signs up for Zoho FSM, they will be on a 15-day, free trial of the Professional plan. They can try out the Standard trial too. They will be downgraded to the Free edition after the trial period.

  3. How can the number of users be increased beyond 200?
    You need to contact the support team to increase the number of users beyond 200.

  4. Is Zoho FSM a part of Zoho One?
    No, Zoho FSM is not a part of Zoho One.

  5. Will the terminated and cancelled appointments be deducted from the appointments available for a month?
    Yes, the terminated and cancelled appointments will be deducted from the appointments available for a month. Any service appointment created irrespective of their subsequent status will be considered for usage.

Helpful?270
Updated: 17 days ago
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16 comments
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Hi Paul,

Zoho FSM is not a part of Zoho One and the pricing for FSM is based on the number of appointments.

Thanks,
Latha Velu

How do I delete crews and territories?

Why we cant add more 3 custom field ? 

The limits for Custom Fields in the Standard Edition are 3/field type/module, and 10/module. A new edition with increased limits for Custom Fields will be introduced in the future. We will keep you posted.

Can I connect Zoho FSM to the books & inventory version I have in Zoho one?

In free version are allowed 30 appointments/month or 30 appointments in total?

Hi Panagiotis,

In the Zoho FSM Free edition, the appointments available are 30/month.

Thanks,
Latha Velu | Zoho FSM

Hi guys we have the pro version and why isnt like CRM with unlimited custom field and section ? how we can map everything if not same way ? 

We have a lot of custom fields in our deals so we need to put in FSM for our guys in the fields 

Hi Isabelle,

We have emailed you personally regarding this request.

Thanks,
Latha Velu | Zoho FSM

Can Timesheets in FSM link/combine with Timesheets in Zoho Projects?
Can Assets link to CRM Field? 

Hi Simon,

Please find below the reply to your queries:

Can Timesheets in FSM link/combine with Timesheets in Zoho Projects?

For now, we do not link/combine the timesheets in Zoho FSM with those in Zoho Projects. However, we can explore the possibility of achieving this through custom integration. It would be helpful if you could elaborate your requirement.

Can Assets link to CRM Field?

You are now using the Free edition of Zoho FSM. Assets are not supported in this edition.

However, using the extension Zoho FSM for Zoho CRM, you will be able to link Zoho FSM Assets to Zoho CRM. To use this extension, you need to be using the Standard edition or above of Zoho FSM.

Using the extension Zoho FSM for Zoho CRM, you can achieve the following:

1. Within each Account, and Contact record in Zoho CRM, you can view all the Zoho FSM Assets associated with them. Refer help for details.
2. From a Product record in Zoho CRM, you can create records for Zoho FSM Assets. Within a Product record in Zoho CRM, you can view all the Zoho FSM Assets associated with them. Refer help for details.
3. From a Sales Order record in Zoho CRM, you can create records for Zoho FSM Assets. Within a Sales Order record in Zoho CRM, you can view all the Zoho FSM Assets associated with it. Refer help for details.

Please let us know if you need any further assistance.

Thanks,
Latha Velu | Zoho FSM


Does FSM require CRM? What features from CRM are not in FSM? i.e. why would you want to have FSM integrate with CRM.

  • 10 months ago

Hi Aleks,

 

Zoho FSM doesn't require Zoho CRM for its functioning.

 

Zoho FSM and Zoho CRM are two disparate applications offering vastly different functionalities.

 

Zoho FSM is a one-stop field service management solution that offers an overarching solution for handling the entire life cycle of processes involved in the management and execution of field services.

 

Zoho CRM is a system that provides various options to manage the sales and marketing processes and to interact and engage with customers regularly by providing a 360-degree view of customers' interests and preferences.

 

By integrating these two applications using the extension Zoho FSM for Zoho CRM, you can enable the sales and service teams to work closely and provide an end-to-end solution for managing customer interactions and field service operations.

 

Consider a business offering HVAC services that uses Zoho CRM to manage sales automation, and customer support. They can use Zoho FSM to handle post-sales activities like providing installation, repair and maintenance services. With this integration, the customer and product data will be synced between the two applications. Requests, Estimates, and Work Orders can be created from the Account and Contact records in Zoho CRM. Along with these Zoho FSM records, they can also see the Service Appointments and Assets associated with them. Thus, by having access to a unified view of most up-to-date customer data, sales and service teams can deliver accurate, effective, and timely customer service

 

Thanks,

Latha Velu | Zoho FSM

What are IM credits for FSM? This is listed on the pricing calculator but not defined on this page.

  • 10 months ago

Hi Aleks,

The IM credits is meant for Business Messaging (using WhatsApp) which is currently in the Beta phase. It is likely to go live in a month's time. We will inform you once it is made available to everyone.

Thanks,
Latha Velu | Zoho FSM