Looking For A Workiz Alternative? We Run It Instead

We configure and run Zoho FSM for you, and the data stays yours. Every work order, asset record, and customer lives inside your own Zoho subscription under your company name. Nothing sits behind an agency account, so there is no export to negotiate and no leverage held over you.

Work order and service task setup, dispatch console configuration, scheduling and territory rules, crew and skill based assignment, technician mobile and offline setup, estimate and invoice templates, price books, customer portal and notifications, CRM and Books integration, outside connections through Zoho Flow or webhooks, dashboards, and ongoing change requests. You also get a monthly summary of job volume and integration health. Very large historical data migrations are scoped separately.

Yes. Zoho FSM is part of the Zoho One suite, so a Zoho One subscription gives you access to it without a separate FSM license. If you are already on Zoho One, or heading that way, our Managed Zoho One plan covers FSM alongside CRM, Books, Desk, Inventory, and the rest under one monthly management fee rather than app by app pricing.

No. Zoho FSM runs on its own and holds its own customer and contact records. That said, most field businesses already sell before they service, and keeping quotes in one system and jobs in another creates duplicate customers fast. If you run CRM, we wire the two together and decide which system owns each field so they stay in step.

A straightforward setup with a handful of job types and one territory is usually live in two to three weeks. Larger operations with multiple crews, contract pricing, and an accounting integration typically take four to six weeks. We work in stages, so dispatch and the mobile app usually go live before the billing and reporting work is finished.

Yes. The Zoho FSM mobile app supports offline work, and we configure it so a technician can open a job, complete tasks, record readings, take photos, and capture a customer signature with no connection at all. Everything syncs when the phone finds a signal again. We test this during rollout rather than assuming it, because crawl spaces and rural routes are where it matters.

Yes, and plenty of our clients keep QuickBooks rather than moving to Zoho Books. We connect the two so invoices, payments, and customer records flow across instead of being entered twice, using the available integration or Zoho Flow depending on your setup. We also monitor that connection, since a broken sync usually shows up as a month end mismatch weeks later.

Yes. We set up the customer portal so your clients can request service, see upcoming appointments, approve estimates, view past job history, and pay invoices. Combined with reminder and on the way notifications, this removes most of the calls asking where the technician is, which is usually where your office staff lose the morning.

Jobs land on a dispatch board that your dispatcher works from. We configure it around your day, with the views and filters you need, appointment durations set by job type, travel buffers, working hours, and skill based rules so only qualified technicians are offered a job. Emergencies can be slotted in and the affected customers notified without rebuilding the day by hand.

We import your customers, service addresses, assets, and price list so the system is useful on day one. Historical job records can come across too, though very large archives are scoped as a separate project since the cleanup usually takes longer than the import. We keep your old system readable during the transition rather than switching everything over in one weekend.