Search results for : zoho crm quickbooks integration

Hi there!  Thanks for stopping by.

Here’s how to fill out the signup form for the DIY QuickBooks Online integration.  The form’s purpose is to collect some basic information, then let you create a username and password to access the integration dashboard, where you’ll be able to configure mapping from QuickBooks to Zoho by yourself.

First Name, Last Name, Company Name: Hopefully these are self-explanatory!  If not, give us a call and we’ll try to help 😉

Email: This can be any email, not necessarily your Zoho email.  We’ll use it to send you announcements, links to the integration dashboard and to other integration-related content as necessary (but not too often – don’t worry).

Select Plan: Use the drop-down menu to select the syncing plan you’d like to use.  All premium plans require entering a credit card number, but you won’t be charged until after your 15-day free trial.

Create Username: This is what you’ll use to log into the integration dashboard.  Make it something you won’t forget!

Create Password: You’ll use this not only to log into the integration dashboard, but also to authenticate the QWC file that the QuickBooks Web Connector will use to run the integration.  Again, make sure this is one you won’t easily forget!

Authentication: Just hit the blue “Connect to QBO” button and the system will authenticate your QuickBooks instance for you.

Zoho Email Address, Zoho Password: Please make sure these are the admin’s credentials.

Zoho Authentication Token: You can generate one of these by logging into your Zoho CRM, clicking the “tools” icon (the one with the two wrenches), and clicking Setup.

1. At the bottom of the middle column of options, click APIs.
2. At the right side of the screen, at the same level as the CRM APIs heading, click the gear with the arrow beside it.
3. From the drop-down menu, click Authentication Token Generation.
4. On the Browser Mode section, type something into the field you’ll be able to use to identify the authentication token later if need be.  (Something like “QuickBooks” will do.)  Click Generate.
5. On the page that follows, highlight the text that appears after “AUTHTOKEN=” and copy+paste this into the field on the integration setup page.

Sync historical data (for either annual premium customers or monthly or freemium customers who purchased the add-on): The Module options refer to the modules within Zoho you’d like to sync with QuickBooks.

1. Select the dates you’d like the integration to reach back to, then select the direction you’d like the data to flow.
2. Then, click Finish and you’ll be directed to the sign-in page.
3. Use the credentials you created at the first step to log into the integration dashboard and begin field mapping.

…Need anything else?

Give us a call: (888) 207-4111, or contact us here.

Thanks for using the DIY QuickBooks integration!

Who We Are

Our passion: Transforming organizations through technology.  Using technology to solve business problems.

Our niche: Building end-to-end solutions using Zoho.  Your Zoho Experience Begins With Us.

ZBrains, an all US-based firm and a division of AgileBTS,  is devoted to helping business people work with Zoho CRM in a variety of ways: implementation, customization, and consulting.  We started in 2012 and, since then, we’ve become one of Zoho’s top Premium Partners, a distinction given to Zoho partners who are responsible for a certain amount of Zoho Corporation’s revenue per year.

James Converse got his start in the B2B world as an inventory manager. Then moved onto ERP consulting. When faced with a choice to either continue consulting or begin his own venture, he chose the latter.

One of ZBrains’ first achievements as a company was building a Zoho QuickBooks integration.  At the time, Zoho themselves had their own QuickBooks integration, but the ZBrains version sported more customized data mapping and a specialized support team.  In spite of that, most Zoho users opted to use Zoho’s own integration, as it was included with the price of Zoho CRM.  ZBrains did catch a break, however, when Zoho chose to discontinue their own QuickBooks integration, and the momentum gained from that initial break hasn’t waned ever since.

Since then, ZBrains has expanded their suite of offerings to include not just consulting services, but a library of integration products, and even a vertical software solution built on Zoho Creator. And we’ve become one of the largest Zoho Partners in the U.S.

Who We Work With

We serve companies of all industries and sizes.  That said, our solutions tend to work best for:

1. Field Services & Construction companies, such as installers, cleaning companies, and delivery service businesses
2. Manufacturing & Distribution companies, like metal, paper goods, and textiles manufacturers, as well as drop-shippers
3. Technology & SaaS companies, such as IT companies, software vendors, and other managed service providers (MSPs)

Our Services & Products

A far cry from a “normal” Zoho consulting shop, we offer a variety of services and products at ZBrains:

1. ZBrains: Our core brand.  We provide Zoho consulting, training, customization, development, and other professional services related to the Zoho suite of apps.
2. FieldTech: Our complete vertical solution, designed especially for field services, manufacturing, and technology/SaaS companies, and built on Zoho Creator.
3. AgilitySync: Our ETL (extract, transform, load) platform built to connect Zoho apps to third-party ERP apps.  We use this platform to connect Zoho CRM, Finance, and Creator to programs like QuickBooks, Sage 100 ERP, and many others.

The ZBrains Difference

Before we do business together, we’d like to get to know you and your business processes a little better.  As we like to say, we may be the Zoho experts, but you’re the expert of your business. So, any solution we recommend will make the most sense once we take the time to fully understand what you do and why you do it.

This is what separates us from other consultancies. They might offer a boilerplate solution without taking the time to really understand your needs first.  It also makes our solutions – and your business – much stronger going forward.

Usually, our clients will find themselves at one of these stages in their project when they first engage us.  Which one are you on?

1. Assessment: ZBrains staff meets with you in order to understand your business and all its operations before recommending a solution to you.
2. Planning: We provide a formal solution blueprint to you, something that will solve not only current problems, but will anticipate and solve for future problems that arise as your business scales.
3. Deployment: We put the plan we proposed to you into action.  This includes deploying and customizing any apps, and training you on best practices to ensure a high adoption rate.
4. Optimization: Once the system is put in place and you’ve had time to adopt it, ZBrains reviews the solution in place and listens for feedback, looking for ways to further optimize and improve things.

At ZBrains, Zoho isn’t just what we like – it’s a way of life.  And, we’ve educated ourselves on the best way to solve business problems with Zoho so you don’t have to.  Contact us today and one of our Zoho consultants will respond to you within 24 hours.

Connect with Us

Thanks for signing up for our DIY Zoho QuickBooks Desktop integration!

We’re really excited about this DIY Zoho QuickBooks Desktop integration, mostly because it’s so easy to use once you get it going.  Here’s how to set it up once you’ve submitted your information for the first time.

1. Log into the Admin panel.  The system should have redirected you to your panel once you signed up, but if you weren’t logged in immediately, use the credentials you created when you signed up (not your Zoho credentials, but the others ones).
2. Set up your field mapping.  The first screen you’ll see will show all the Zoho and QuickBooks fields you can sync with the integration.  The system will try to guess which fields should be synced where based on field types, so be sure to go through all of them and match the appropriate fields in Zoho with the ones in QuickBooks.  Once everything looks good, click the green “Submit” button at the bottom of the screen.  Your sync preferences will be saved.
   
   • NB: If you’ve just added new custom fields to Zoho and don’t see them listed as sync options, just click the red “Sync Fields” button in upper right corner of the screen.  You should then see the new fields listed.
3. Connect the integration to your QuickBooks Web Connector.
   
   
   • In QuickBooks, select the File menu and click Update Web Services.  The system may lag for up to 30 seconds; this is normal.  If you see an error message pop up, you can also ignore that – it’s a known bug across multiple versions of QuickBooks.  Your Web Connector screen should load.
     
   • On the left side of your DIY Zoho QuickBooks integration Admin panel, click “Download QWC File.” The file should appear in your QuickBooks “Company Files” folder by default, but if it doesn’t, just run a search for its exact location using the file name that pops up on the download bar at the bottom of your browser.  The file extension should be qwc.
     
   • On your Web Connector screen in QuickBooks, click the Add an Application button.  Locate your qwc file and click Open.
   • You should see a message confirming you’re allowing our server (tom.agilityintegrations.com) access to your QuickBooks.  Click OK.
   • You’ll see another prompt asking what level of access you’ll allow the integration.  Please select the fourth option: Yes, always; allow access even if QuickBooks is not running.  This option allows us to troubleshoot if you run into any issues with your DIY Zoho QuickBooks integration.  (You can ignore the “Allow access to social security numbers and credit card numbers” checkbox.  The integration does not use this information.)  Click OK, then click Done on the dialog box that pops up afterwards.
4. Turn on the application in the Web Connector.  Find the integration application, called “Zoho-QuickBooks Integration,” in the Web Connector window.
   
   • In the field to the right, enter the password you used when you created your DIY account and click Save.
   • Check the box next to the “Zoho-QuickBooks Integration” item and click the “Update Selected” button at the top of the Web Connector window.
     
     • NB: You may get an error message because the sync can be inundated with data the first time it runs.  This is normal; just run it once more if you receive this error and the issue will resolve itself.
5. Enter some test data!  At this point, the DIY Zoho QuickBooks integration should be completely functional, but you’ll want to test it yourself.  In Zoho CRM, create a new Account with a name you’ll recognize, like “TEST ACCOUNT QB.”  Enter a phone number and address, too.
   
   • Go back to your Web Connector window and click “Update Selected” to run the integration again.
   • Confirm the test account has arrived in your QuickBooks.
6. Set your sync time interval.  Click the auto-run checkbox and set your sync interval according to your preference.  The DIY Zoho QuickBooks integration sync should run every 15 minutes at minimum, so do not enter a number greater than 15.
7. Track your synced data.  Use the “Modules” menu item on the left side of the integration Admin panel to expose the list of Zoho modules you’re syncing, and click each individual module to view a list of records the integration has synced up to that point.
   
   • NB: You can use this list to track errors, too.  If a record does not sync, it will appear in the list with “Error” in the sync status.  You’ll see a reason for the error (e.g., record name too long) in the adjacent column.
8. Annual customers only: Migrate legacy data.  The DIY Zoho QuickBooks integration is designed to sync new records that come into either QuickBooks or Zoho, but you can also use it to migrate past data into either system.  To do this:
   
   • Click your username in the upper right corner of the integration Admin panel and click “Reset Sync Date.”
   • On the next screen, select the first day you’d like the integration to sync from, click Submit.
   • Manually run the integration using the Web Connector.  Wait about a minute for the system to catch up – your old data will appear after that.

Thank you again for choosing us to supply your DIY Zoho QuickBooks integration!  Please, let us know if anything in these instructions needs clarification by calling (888) 207-4111.

Hi there!  Thanks for stopping by.

Here’s how to fill out the signup form for the DIY QuickBooks integration.  The form’s purpose is to collect some basic information, then let you create a username and password to access the integration dashboard, where you’ll be able to configure mapping from QuickBooks to Zoho by yourself.

First Name, Last Name, Company Name: Hopefully these are self-explanatory!  If not, give us a call and we’ll try to help 😉

Email: This can be any email, not necessarily your Zoho email.  We’ll use it to send you announcements, links to the integration dashboard and to other integration-related content as necessary (but not too often – don’t worry).

Select Plan: Use the drop-down menu to select the syncing plan you’d like to use.  All premium plans require entering a credit card number, but you won’t be charged until after your 15-day free trial.

Create Username: This is what you’ll use to log into the integration dashboard.  Make it something you won’t forget!

Create Password: You’ll use this not only to log into the integration dashboard, but also to authenticate the QWC file that the QuickBooks Web Connector will use to run the integration.  Again, make sure this is one you won’t easily forget!

Authentication – file path of QBW: This is the QuickBooks company file path we’ll use to connect to your QuickBooks.

1. To locate this, run a search for a file with the extension .qbw.  (Please make sure you do this from the computer your QuickBooks company file is located on, or through a remote desktop session with that computer!)
2. When you’ve found your company file (hint: it will probably include your company’s name), right-click it (or, on a Mac, enable two-button clicking before right-clicZking) and select Properties.
3. Select the Details tab, highlight the text after the File Path heading, and copy+paste that into the field.

Zoho Email Address, Zoho Password: Please make sure these are the admin’s credentials.

Zoho Authentication Token: You can generate one of these by logging into your Zoho CRM, clicking the “tools” icon (the one with the two wrenches), and clicking Setup.

1. At the bottom of the middle column of options, click APIs.
2. At the right side of the screen, at the same level as the CRM APIs heading, click the gear with the arrow beside it.
3. From the drop-down menu, click Authentication Token Generation.
4. On the Browser Mode section, type something into the field you’ll be able to use to identify the authentication token later if need be.  (Something like “QuickBooks” will do.)  Click Generate.
5. On the page that follows, highlight the text that appears after “AUTHTOKEN=” and copy+paste this into the field on the integration setup page.

Sync historical data (for either annual premium customers or monthly or freemium customers who purchased the add-on): The Module options refer to the modules within Zoho you’d like to sync with QuickBooks.

1. Select the dates you’d like the integration to reach back to, then select the direction you’d like the data to flow.
2. Then, click Finish and you’ll be directed to the sign-in page.
3. Use the credentials you created at the first step to log into the integration dashboard and begin field mapping.

…Need anything else?

Give us a call: (888) 207-4111, or contact us here.

Thanks for using the DIY QuickBooks integration!

Process Payments in a Snap: Zoho CRM Payment Integration

Managing a field services or construction business requires you to collect payments diligently. Accurate record-keeping is essential to success.  Complementing your existing CRE software solutions, the Zoho CRM payment integration makes accepting payments from customers easier than ever before.

Is the Zoho CRM payment integration the same as Zoho Subscriptions, Books, and Invoice apps?

Although all three of Zoho CRM’s standard finance apps process payment, they do so outside of your Zoho CRM.  This requires you to juggle multiple windows for every transaction, adding time to your payment processing.  And, processing transactions in Zoho Books or Invoice means giving your salespeople access to an accounting system.  This is obviously not tenable for every business owner, or even most of them.

When you’re looking to process payment quickly and directly within your existing CRM, there’s no better option then the Zoho CRM Payment Integration.  All payments are processed in one window, ensuring accuracy and reducing time spent completing each transaction.

Let’s do a side by side comparison to see how they stack up.

Custom solution built for your specific Zoho platform

Designed by ZBrains, the Zoho CRM payment integration offers you a completely customized, integrated tool that is personalized to your field services or construction business. It achieves faster payment collection by allowing you to safely store client credit card information.  And, it eliminates unnecessary steps in your payment process.  This means you get paid faster.

Interested in the Zoho CRM payment integration but not sure how this will work with your existing CRE software solutions?

Of course, you can continue to use your existing CRE software to oversee the day-to-day details of your business.  The Zoho credit card payment integration will work within your existing Zoho CRM software Sales Order and Invoice modules.  However, rather than passing payment requests to accounting, your salespeople will be able to complete transactions immediately, even on the same call.

3 Ways the Zoho CRM Payment Integration Will Improve Procedures:

1. Faster payment processing: Credit card transactions are now processed directly within your Zoho CRM.  No more relying on your accounting team to process everything at the end of the day.
2. Detailed payment logs make it faster than ever to search for past transactions, sales orders and invoices: This makes answering questions about payments a much more seamless process.  Simply use the search feature to locate the relevant payment.
3. Digital receipts: No more printing off receipts and mailing them out to clients, or even manually emailing them PDFs.  Instead, the integration will send digital receipts to your customers with a single click. If a customer misplaces their receipt, no problem. Simply search for that transaction and email them another copy for their records.
4. Happier salespeople: Nothing reassures a sales team more than quick payments.  So, when your salespeople themselves are accepting credit cards for payment, there’s nothing better than knowing that transaction counts toward their quota.

Get started!

Don’t wait around with your current payment acceptance process.  Enjoy all the benefits of the Zoho CRM payment integration, including peace of mind that you have the most well-oiled payment-taking machine in the business on your side.  Give us a call at (888) 207-4111 or use this form to contact us and we’ll show you a free demo.

Ever wish you could use Zoho CRM to accept credit card payments?

…Your wish is our command!

Certain Zoho apps like Creator, Books, and Invoice have accepted credit card payments for some time.  But, it hasn’t been possible to process those transactions with a Zoho CRM credit card integration–until now.

We’ve teamed up with Century Business Solutions to bring you a solution that allows for credit card transactions right inside Zoho CRM – without the middleman.  The Zoho CRM credit card processing integration allows users to accept and process credit card transactions within Zoho CRM from the Sales Order or Invoice modules.

How Does the Zoho Payment Gateway Work?

Sales Order

• Capture a preauthorized amount
• Capture a deposit

Invoice

• Capture a payment from Sales Order preauthorization
• Charge a card to pay an Invoice directly
• Import a deposit to an Invoice

Payments

• Issue a refund

Other neat features

1. Zoho CRM’s credit card integration stores data securely through tokenization for future use while maintaining top-notch security.
2. You can email receipts for credit card transactions instantly from your payment screen.
3. Zoho CRM’s custom Payments module enables users to access previous transactions and related invoices or sales orders.

Why use this Zoho CRM credit card processing integration?

Despite being technologically savvy in most areas of business, most B2B companies accept credit cards as if they’re in a retail environment.  That is, they do it by punching numbers into a machine, printing a receipt, and saving all those receipts.  Those receipts, along with their associated invoices, go to an accountant’s desk at the end of the day for manual entry into another system.  It’s a tried-and-proven–and extremely time-consuming–process.

But, if you’re going to enter card information into Zoho CRM at the end of the day anyway, why not accept payments directly inside Zoho CRM with your very own Zoho payments integration?

Chances are you’re wasting time without even realizing it.

Here’s an easy way to tell whether or not you would benefit from this kind of Zoho payment gateway integration.

1. Do your salespeople often have to transmit information from their desk to an accounting department to be entered into an ERP system later on?
2. Do your salespeople have access to your sensitive financial data in your ERP system, all because one of their job responsibilities is entering credit card details directly into the system?
3. Do you have an accounting person – or a team – that works into the night manually processing payments attached to invoices?

If you answered yes to any of these, know that you have other options.  Your salespeople don’t have to spend all day running back and forth between their desks and accounting.  They don’t need to access your ERP system every day just to enter payment details like an accountant.  And, you certainly don’t need to keep a team of accountants behind to process your payments.

Use the Zoho CRM credit card processing plugin to:

• Accept or record credit card transactions inside of Zoho CRM
• Accept credit card payments and then sync those with an ERP integration (for example, QuickBooks, or even an ERP module inside Zoho Creator
• Keep a detailed payment log for your clients inside Zoho CRM
• Save time with payment processing data entry each time you process a transaction
• Increase your bottom line by using the time you’d normally spend entering data to do other tasks you’d been putting off

The Zoho Payment Gateway Protects Your Data

You can use this Zoho CRM payment gateway not only to save time with double-entry, but to become PCI compliant.  Businesses these days are trending towards digitization, and as more and more info heads to the cloud, it becomes even more important to protect your own and your clients’ payment information.

Now, rather than having payment info change multiple hands per day or be written down on physical pieces of paper, make it so your salespeople just enter it once – and be done with it.  You’ll sleep more soundly knowing your customers’ payment data is completely tokenized, and stored in the cloud, off your own servers.

Best of all, the integration costs nothing to use

For most other companies, adding an integration to accept credit card payments inside a CRM or ERP system costs thousands of dollars, not to mention recurring fees and other hidden charges.  It’s enough to make anyone reconsider switching processors.  But, we’re trying to buck that trend by offering this Zoho CRM credit card integration completely free of charge.  The only thing you have to pay are your regular credit card processing fees.  That’s no deployment fee at all.

FAQs about Zoho CRM Credit Card Processing

1. What’s the procedure for Zoho CRM credit card processing?

 Businesses may safely handle credit card payments within their CRM system using Zoho CRM Credit Card Processing. By integrating with well-known payment gateways, it streamlines the payment collection process and makes it simple for businesses to receive payments from clients.

       2. What payment processors does Zoho CRM Credit Card Processing support? 

Leading payment gateways including Stripe, PayPal, Authorize.Net, and others are integrated with Zoho CRM. For organizations, these interfaces guarantee adaptability and compatibility with a variety of payment options.

       3. Is the credit card processing for Zoho CRM safe? 

Yes, data security is a priority for Zoho CRM. Customers’ credit card data is entered into the CRM system, where it is encrypted and safely kept. Compliance with industry-standard security protocols is ensured by the integration with reputable payment gateways.

        4. Can I use Zoho CRM Credit Card Processing to automate recurring payments? 

Yes, organizations may set up recurring payments for continuous client relationships or subscription-based services using Zoho CRM. By automating the payment collecting process, this tool helps businesses save time and effort.

        5. Reporting and analytics are offered by Zoho CRM Credit Card Processing? 

Yes, Zoho CRM provides complete reporting and analytics tools for accepting credit cards. To acquire insights into their company’s financial performance, users can follow payment transactions, examine sales trends, and create customized reports.

      6. What are the costs involved in processing credit cards using Zoho CRM? 

Depending on the chosen payment channel, different credit card processing costs apply in Zoho CRM. For accurate information, it’s crucial to analyze the costs and fees associated with the particular payment gateway coupled with Zoho CRM.

Want to see more? Use our brains – ZBrains!

What makes ZBrains a cut above the other Zoho consultants you might find around the web?  Well, custom enhancements like this one, for starters.  ZBrains is the only consultancy that offers an integrated credit card processing plugin for Zoho CRM.  This allows you to save time with data entry every time you process a credit card transaction.

All of our Zoho integrations are cut from a similar cloth, actually.  They’re designed to save you time you might otherwise spend entering data twice; they’re designed to make Zoho CRM easier to use overall.

Because of our variety of Zoho integrations, custom add-ons, and Premium Partnership with Zoho, we’re one of the most trusted sources of Zoho knowledge.  Whether you use us for consulting, support, or training, we’re here to show you the ropes so you can rest easy.

 Start taking payments inside Zoho

Are you ready to roll?  Or, do you have a few questions about how the Zoho credit card processing integration works?  We know making a choice like this carries a lot of weight, so we’re happy to speak to you before you make any decisions.  We’ll even coordinate with our partners to show you a demo of the plugin.  Please use this form to contact us and we’ll be in touch with you to discuss your needs as quickly as possible.

Google Drive Integration
Monthly & Yearly Pricing Plans

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Effortlessly manage files with Zoho Google Drive integration

Whether you’re putting together a complicated project for a client or you’re simply keeping track of all the scanned documents a given contact has sent you, it’s a big time drain to have to search through countless email threads looking for the attachments you need.  It would be great if there were a place to put all your attachments right in Zoho CRM – so, why not start with this one?  The Zoho Google Drive integration does this and more, making it easier than ever to access every document you need from one central location, your Zoho CRM.

How does this integration work?

The Zoho Google Drive integration links your company’s Google Drive account with your Zoho CRM, creating a folder or series of folders (depending on your needs) in the very familiar Google Drive, and automatically creating a hyperlink to that folder within a custom field in your Zoho CRM records of choice.

That means no more having to dig through hundreds of emails looking for attachments – in fact, no more navigating into your email client from your CRM.  You’ll be able to transfer all files into your specially-created Google Drive folders and then refer to them again whenever you want access to your files.  It’s that easy.

How is this better than storing files inside Zoho CRM?

• Google Drive allows for storing much larger files than Zoho CRM does
• Storing files in Google Drive means you can access them in Gmail too

Potential use cases for a Zoho Google Drive integration

• Linking project-related files to Zoho CRM Potentials or Opportunities, perfect for field services companies
• Associating signed documents (NDAs, MSAs, and other legal documents) with particular CRM records
• Storing copies of invoices for clients for later use

Want more?  Give us a buzz

Use the Contact button on the upper right side of this page to submit your information.  We’ll get back to you as quickly as possible.  Alternatively, please give us a call at (888) 207-4111 and we’ll be glad to talk to you.

Why go with ZBrains?

Well, that’s easy!  We know you have options when it comes to picking Zoho partners, but, not all Zoho partners are created equally.  Our Zoho Pemium Partner status means we’re equipped to build custom apps for Zoho, build integrations to third-party platforms like Google Drive, and offer consulting and sales for Zoho CRM and all its accompanying apps.

In addition to Google Drive, we can integrate Zoho with these platforms:

• QuickBooks Desktop and Online
• Twilio (SMS)

…as well as custom programs, as long as you provide the API.

We also offer a host of add-ons for Zoho, designed to augment your overall experience and reduce your reliance on outside programs.  These add-ons can really speed up your business’ workflows:

• Commission Calculator, which automatically calculates commissions and gives your sales reps a portal to view their reports in
• Quote Calculator (CPQ tool), which streamlines the quoting process and gives custom bundling options
• Smart Scheduler, which suggests different appointment times automatically based on sales rep or technician location and availability

Zoho has a lot of partners, but not nearly as many Alliance Partners – and, only one Alliance Partner who can integrate to all these awesome platforms, and give you the custom add-ons that fit your exact business specifications and make Zoho even more powerful.

Do even more with the whole Zoho stack

Speaking of making Zoho even more powerful, do you ever get the feeling you’re under-utilizing Zoho?  Like maybe the software can do more for you?  Let us know what you’re feeling and we’ll offer you a solution that will help.  We work with not only the CRM, but Zoho Books, Projects, Desk, Campaigns, and many other apps in the Zoho One suite.

Start storing your files right inside Zoho CRM

Got any more questions?  We’d love to hear about your business, whether you just need a Google Drive integration or you need help that goes a little beyond that.  Contact us today for an introductory consultation.

This personal assistant won’t even ask for a raise

If you’re a field service or construction business owner using Zoho CRM, dropping everything you’re doing to set appointments for your technicians or crews is a hassle – and, it’s even more bothersome when scheduling involves coordinating with someone else.  At the end of the day, you probably do set all your appointments, but all the time you spend doing so can really put a damper on daily productivity.  For most people, this is just the reality one faces when setting any kind of appointment.  But…with Zoho SmartScheduler™, you don’t have to do any of that extra work.

It’s almost like hiring a personal assistant to make appointments for you – only less finicky and definitely less talkative.  Here’s exactly what Zoho SmartScheduler™ does:

Zoho SmartScheduler™ makes setting sales appointments a breeze

Rather than sift through your roster of employees and sort them by expertise, location, availability, or any other quality that might be necessary to set an appointment or schedule a job, the Zoho SmartScheduler™ does that for you.  Search through employees by:

• Calendar availability
• Proximity to client
• Area of expertise
• Predefined territory (if different than location)
• Any other data that can be collected in your CRM

Using parameters you set, the Zoho SmartScheduler™ will then recommend possible appointment times for you or you staff.  What’s more. the SmartScheduler™ is part of the FieldTech suite of apps, so you can do even more with Zoho, from quoting to scheduling to managing your entire field service or construction operation from one software suite.

SmartScheduler™ Pricing Plans

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Note: You must use a paid version of Zoho CRM for this product to work, as it uses API calls.

Schedule Field Service or Construction Work Orders, too

The SmartScheduler job dispatch software uses a the same engine you use to set sales appointments to schedule work orders, too.  And, that goes for individual technicians or even entire crews.  Some features of the work order scheduling software:

1. Schedule techs or crews to jobs, or vice-versa, all via drag-and-drop functionality
2. Schedule equipment or inventory to accompany your crews or techs, such as trucks, surveying equipment, and more.
3. Crews and technicians can clock into/out of jobs automatically by starting their work orders.
4. Just like sales appointments, all work order scheduling activities are written back to the CRM as events.
5. Integrates with Field Service Management software, plus a host of other field service/construction apps.

Part of a whole suite of Field Service software – all integrated with Zoho

The Zoho SmartScheduler is just one component of a whole suite of apps called FieldTech.  FieldTech is built on Zoho Creator, so it can integrate with many different Zoho apps, including CRM, Desk, and the Finance suite.

The FieldTech suite, including the SmartScheduler, is designed to fit easily into the daily routines of your service staff in the form of mobile apps, and your administration in the form of handy reports.  All team members on FieldTech have mobile access, as with any other standard Zoho app.

FieldTech’s apps include scheduling, work orders, inventory management, job costing, commission calculation, and even more specific apps like manufacturing orders, RMA, and MRP.

Why choose ZBrains?

Zoho, although framed as a do-it-yourself product, can be pretty complex depending on the type of business you operate.  It’s a good idea to use a consultant or firm like us to help you get the job done while you manage your business.

But, with a plethora of other Zoho consultants available, why work with us?  We set ourselves apart from the pack as a Zoho Alliance Partner and Zoho Certified Consultancy.  That means we’re one of Zoho’s top partners, and that we develop custom add-ons for Zoho, products you won’t find anywhere else.

Developing working programs that work in tandem with or inside of Zoho requires a pretty extensive knowledge of Zoho and all its apps, so, you can be assured we know the ins and outs of all of those products as well.  The Zoho SmartScheduler™ is just one component of an assortment of add-ons that can make any B2B company leaner, meaner, and just better overall.

Some other great Zoho ERP options for businesses:

• Configure-Price-Quote tool for bundling and configuring quotes
• Commission Calculator for computing payouts instantly
• Executive Dashboards for completely customized data reports
• Document Assembly for generating complex documents that Zoho Docs can’t accommodate
• Job Costing for assessing the overall cost (and profitability) of jobs by considering all labor costs and material costs

Or, what if you need an existing system to work with Zoho?  We do that as well:

• QuickBooks Desktop
• Google Drive integration for easy file storage and tracking
• Twilio (SMS) integration for pushing messages to clients and employees

Get started today

Ready to see how the Zoho SmartScheduler could work for you and your operation?  We’re ready to show you around, in that case.  Let us know any way we can help you, from scheduling to work orders to anything else under the sun–related to Zoho, that is.  Our service gurus will be happy to help.

FAQ (Frequently Asked Questions) about Zoho SmartScheduler™

• Q: What is Zoho SmartScheduler™?
• A: Zoho SmartScheduler™ is a powerful scheduling tool for field service and construction businesses. It acts as a personal assistant, automating setting appointments for technicians or crews, optimizing resource allocation, and streamlining daily operations

• Q: How does Zoho SmartScheduler™ make appointment scheduling easier?
• A: Zoho SmartScheduler™ eliminates the manual effort of sifting through employee rosters and coordinating schedules. It intelligently searches and filters employees based on criteria such as availability, expertise, location, and predefined territories. The tool then recommends suitable appointment times, simplifying the scheduling process.

• Q: Can Zoho SmartScheduler™ handle work orders as well?
• A: Yes, Zoho SmartScheduler™ can schedule work orders alongside sales appointments. Whether it’s assigning individual technicians or entire crews to jobs, the same scheduling engine handles both. You can use drag-and-drop functionality to schedule techs or crews, include necessary equipment or inventory, and track clock-in/out times. All work order activities are seamlessly integrated with your CRM.

• Q: Is Zoho SmartScheduler™ part of a more extensive suite of apps?
• A: Yes, Zoho SmartScheduler™ is part of the FieldTech suite of apps. FieldTech, built on Zoho Creator, offers a comprehensive set of tools for field service management. Alongside SmartScheduler™, the suite includes scheduling, work orders, inventory management, job costing, commission calculation, and other specialized apps like manufacturing orders, RMA, and MRP.

• Q: Can Zoho SmartScheduler™ integrate with other Zoho apps?
• A: Absolutely! Zoho SmartScheduler™ integrates seamlessly with Zoho CRM, Desk, and the Finance suite. It also provides mobile app access, allowing service staff to stay connected and access information on the go. The FieldTech suite is designed to fit into your daily routines, providing a unified experience across Zoho’s ecosystem.

• Q: What makes ZBrains a recommended choice for Zoho SmartScheduler™?
• A: ZBrains is a Zoho Alliance Partner and Certified Consultancy, distinguishing itself as one of Zoho’s top partners. With extensive knowledge of Zoho and its apps, they offer custom add-ons and expertise that set them apart. By working with ZBrains, you benefit from their deep understanding of Zoho’s capabilities and ability to develop tailored solutions for your business needs.

• Q: Are there other Zoho ERP options available for businesses?
• A: Yes, Zoho offers a range of ERP (Enterprise Resource Planning) options to enhance business operations. Some notable options include Configure-Price-Quote (CPQ) tool for bundling and configuring quotes, Commission Calculator for instant payout computations, Executive Dashboards for customized data reports, Document Assembly for generating complex documents, and Job Costing for assessing overall job costs and profitability.

• Q: Can Zoho integrate with QuickBooks, Google Drive, or Twilio?
• A: Yes, ZBrains can help integrate Zoho with various systems. They specialize in integrating Zoho with QuickBooks Desktop for seamless financial management. They can also incorporate Zoho with Google Drive for file storage and tracking purposes. Additionally, ZBrains can enable Twilio integration for sending messages to clients and employees via SMS.

• Q: How can I get started with Zoho SmartScheduler™?
• A: To explore the capabilities of Zoho SmartScheduler™ for your business, reach out to ZBrains for a demonstration. Their service gurus will guide you through the functionalities and help you determine how Zoho SmartScheduler™ can benefit your operations. Contact them for assistance