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Tag : fieldtech

Should you choose Zoho FSM or FieldTech?

Should you dive into Zoho FSM?

zoho fsm or fieldtech

In 2019, we got the first glimmerings of a new Zoho app called Zoho FSM, or Field Service Management.  Now over halfway through 2020, Zoho has been slowly–very slowly!–opening the gates to this app and allowing both Zoho partners and users to test it.

And of course, the testing phase is part of any successful app rollout, especially when it’s something brand-new like Zoho field service management.  Zoho has toed the ERP waters before with their combination of Zoho Books and Inventory.  However, Zoho FSM is their first foray into something even grander, something that could dovetail onto that stack and turn Zoho into a real ERP contender.  The question is: Is Zoho FSM enough?

If you’ve known Zoho for any length of time, you know that improving their software continuously is one of their strong points.  They’re one of the companies that seem to lead in this category, giving you real value every time you renew your monthly subscription to one of their apps.  As opposed to some companies, whose software you may use every month, but it’s basically the same software–and, additions of new fields in a module are cause for New Release! announcements.

Hot Take: How do we feel so far?

Even with knowing all this, it’s tough to say how quickly Zoho FSM will be able to deliver on its promise.  But, we at ZBrains are hoping Zoho is able to push this app out to market quickly.

Now… that may seem like a strange comment for someone unfamiliar with what we do at ZBrains.  But, to explain: we don’t just provide Zoho consulting services here.  We’ve actually developed a whole ERP framework for Zoho called FieldTech.

So, at first glance, it would appear that this field service management app from Zoho is in direct competition with the FieldTech offering.  And, sure, in some ways, it is.  But, not in all ways, as we’ll discuss soon.

zoho fsm or fieldtech

So, why is the addition of Zoho FSM a good thing?

It’s a good thing because it gives you, as someone who may want us to help you one day, one more potential option for your field services, construction, manufacturing, or tech business to use as a field service management platform.  Connect that to your Zoho CRM, and suddenly managing your entire business through Zoho doesn’t seem so insurmountable.

Of course, we’d love for you to use our FieldTech offering.  But, we understand it may not be for everyone.  Zoho Field Service Management seems to be geared more towards scheduling appointments or work orders, work order management, and invoices related to those WOs.  FieldTech, on the other hand, tackles those areas and adds the possibility of custom quoting, advanced inventory management, shop orders, job costing, and commission calculation.  So, whereas Zoho FSM is one single app, FieldTech has a Service Order Management component–and a suite of other, connected field service apps.

The costs of using FieldTech versus Zoho field service management are different, too.  Zoho Field Service Management offers a price per appointment model, whereas FieldTech’s pricing is per user.  If a company needed to decide between the two platforms based on pricing alone, it’s hard to see which way the org would go.  At least so far.

But, essentially, as long as you’re using a Zoho service to manage your field service business, that’s a victory for us.

Does this mean we’re going to stop developing FieldTech?

Quite the contrary!  We aren’t privy to Zoho’s overarching vision for this app, or vision for any other apps they may want to connect to it in the future.  If Zoho stopped at just field service management, that would be fine.  But, as you can probably tell by the host of other features inside FieldTech, we’ve never intended to stop there with that suite.  We improve the platform on a weekly basis, and it’s only a matter of time until we release some new apps for the suite.

We’re guessing that Zoho’s FSM app will work well for users with a simpler use case.  And, our FieldTech Service Order Management app will work better for organizations with more complicated needs–either just for field service management, or organization-wide.

Exploring whether Zoho FSM is a suitable choice for your business

The testing phase is a crucial aspect of a successful app rollout, particularly when it involves something as innovative as Zoho Field Service Management. Zoho, already known for its ERP tools like Zoho Books and Inventory, is taking a significant step forward with Zoho FSM, aiming to position itself as a formidable ERP contender.

Can Zoho FSM meet your needs effectively?

If you’re familiar with Zoho’s track record, you know that continuous improvement is at the core of their software development philosophy. Unlike some companies that offer stagnant software, Zoho consistently enhances its applications. This commitment ensures that Zoho FSM will evolve to meet the changing demands of businesses.

Considering Zoho’s commitment to improvement, what can you expect from Zoho FSM in the future?

To provide a clearer picture, let’s compare ZBrains‘ FieldTech and Zoho FSM. While Zoho FSM focuses on scheduling appointments, managing work orders, and related invoicing, FieldTech goes a step further. It offers features such as custom quoting, advanced inventory management, shop orders, job costing, and commission calculations.

The addition of Zoho FSM is a positive development for businesses. It offers an additional option for managing field services, whether your business is in construction, manufacturing, or technology. Integrating it with Zoho CRM simplifies the management of your entire operation.

How does the introduction of Zoho FSM benefit businesses?

Looking ahead, both Zoho FSM and FieldTech have their unique strengths. Zoho FSM may suit simpler use cases, while FieldTech excels in complex scenarios. Zoho’s vision for FSM may evolve, and the choice between the two depends on your organization’s specific requirements.

What should you keep in mind while picking between Zoho FSM and FieldTech?

It’s also critical to stay up to date with Zoho’s continuous improvements in this area. At ZBrains, we provide a free introductory consultation to help you make informed decisions about Zoho FSM, FieldTech, or any other Zoho service that may have an influence on your organization.Here are some actionable steps you can take regarding Zoho FSM.

In conclusion, the introduction of Zoho FSM represents a strategic move aligned with Zoho’s commitment to innovation and continuous improvement. It presents an opportunity for businesses to streamline their field service management processes and integrate them into a comprehensive ecosystem. Ultimately, your choice between Zoho FSM and FieldTech will depend on your organization’s unique needs and goals.

What should you do with regards to Zoho FSM?

zoho fsm or fieldtech

If you have access to the app, test it!  We’ll certainly be doing the same.  Any experience you have on the Zoho platform will help you make a more informed choice about which apps will work best for you.

As always, we will keep you in the loop about any Zoho FSM developments.  And, when the full version of the app finally comes out, rest assured we’ll provide a full breakdown of features, as well as an official comparison between FSM and FieldTech.

If you’re still a little in the dark about what to do, get in touch with us for a free introductory consultation, where we can talk about how FSM, FieldTech, or any other Zoho app would potentially affect your business.

Should you use Zoho Finance or FieldTech?

Should you use Zoho Finance, or FieldTech?

Like with all things Zoho, your software choice should depend on your business.

fieldtech zoho finance

There’s a new player in town when it comes to the ERP side of Zoho.  We released FieldTech formally several months ago, and while a good number of companies enjoy its benefits today, it isn’t always clear what the differences are between FieldTech and the Zoho Finance platform at large.  So, we present this post in hopes of clearing that up.

When should you use Zoho Finance?

If your accounting and ERP needs are relatively simple–or if you don’t use inventory–you may not need anything more than Zoho Finance.  Finance works well for professional services companies, as well as distributors with very light or uncomplicated inventory.  For anything a little more complex, Zoho’s custom functions can transmit information between the modules of different apps, and workflow automation can speed up slow processes and prevent certain tasks from falling through the cracks.

fieldtech zoho finance

And, for anything more complex than that, businesses can use Zoho Creator to built separate apps to then connect to the Finance platform.  These apps give these businesses ways to manipulate their data that Zoho Finance could not do on its own.

The drawback to simply building your own Zoho Creator ERP apps is doing so takes lots of time: Someone has to architect your solution given the way you do business, then actually build and implement it for you.  This is one of the chief reasons we built FieldTech: to address this potential need of many companies who wouldn’t be satisfied with just Zoho Finance, and who don’t have the time to develop their very own apps.

When should you use FieldTech?

Zoho Finance’s familiar array of features suits the needs of a lot of businesses.  But, the suite tends to alienate several other kinds of companies inadvertently:

fieldtech zoho finance

These kinds of companies depend on certain features available in ERP software that Zoho Finance doesn’t provide, or only partially provides.  Things like:

  1. Complex, mobile quote creation on-the-fly (with a CPQ tool)
  2. Assisted scheduling of appointments or work orders
  3. Work order management, including tracking time, materials used, and equipment
  4. Production (manufacturing) order management
  5. Advanced inventory management, including MRP and an RMA module
  6. Job costing, factoring in both labor and materials
  7. Commission calculation for salespeople

And, this isn’t to say those companies with these needs can’t use Zoho Finance at all!  They can, and often do–sometimes to their detriment–for years.

The point is Zoho Finance isn’t always enough for these companies.

The reason for FieldTech’s existence

As Zoho consultants, we get calls about the shortcomings of many Zoho apps, including the Finance suite, on a daily basis.  Zoho Corporation is notorious for improving apps and releasing features at a breakneck pace, but this doesn’t usually translate into accommodating the sort of requests we were getting (and still get) from the kinds of companies mentioned before.

Eventually we wisened up to the fact that our customers needed more than what standard Zoho apps could reasonably offer, at the pace it was needed.  So, over the course of years, we built the FieldTech platform to help address these needs.

Is it possible to use both suites at once?

fieldtech zoho finance

As Zoho Finance isn’t always enough for some businesses, and FieldTech can supplement the Finance suite’s features,  many companies find it useful to use both platforms.  The FieldTech suite has many standard integrations with Zoho Books, Zoho Inventory, Zoho CRM, and even Zoho Desk.

Could we cut out Zoho Finance entirely?

From time to time, people ask us why they need Zoho Finance at all, if FieldTech works so well as a sort of Zoho ERP.  The answer is that Zoho Finance, in spite of its shortcomings, packs a lot of extremely useful accounting functions and third-party banking integrations.  We could develop these things for FieldTech too, but, except in very extreme cases, we’d be reinventing the wheel.  Better to let Zoho do what they do best.

Get the full Zoho Finance vs FieldTech Feature List

With this guide, you can easily compare the capabilities of each solution side by side and see how they stack up against each other. The feature list breaks down each category, making it easy to navigate and find the information you need. Don’t make a decision without knowing all the facts – get the full feature list today.

Contact us using this form and we’ll send you the full feature comparison list.