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

Gantt View

✔

✔

✔

Grid View

✔

Map View

✔

✔

Calendar View

✔
Day, Week views

✔
Day, Week views

✔

Day, Week, Month views

Trips

✔

✔

Time Sheet

✔

✔

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

Skills

10/organization

20/organization

50/organization

Crew

20/organization

50/organization

Record Templates

40/module

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

✔

Inventory Control (Powered by Zoho Inventory*)

Serial Number Tracking

✔

Multiple Warehouses

✔

Billing (Powered by Zoho Invoice)

2-way sync between FSM and Zoho Invoice/Books

✔

✔

Invoices

✔

✔

✔

Online Payments

✔

✔

✔

Taxes (Specific to local currencies and tax laws)†

✔

✔

✔

Product Customization

Custom Fields

3/field

       type/module

(max 10/module)

15/field

(max 50/module)

FSM List Views

✔

✔

✔

Custom Views

5/module

10/module

PDF Templates

✔

✔

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

✔

✔

✔

Dashboard

✔

✔

✔

Data Administration

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

✔

✔