Planday vs. Zoho Invoice

Planday is a wonderful first step in organizing team management, such as mass communication, scheduling, time off requests, and centralized timesheets. I used it for my retail business and found it to be extremely helpful in communication with my team and keeping track of everyone scheduling needs in one place. As we grew, I noticed a need to assign tasks, which would be very helpful for larger companies or businesses with daily tasks that need to assigned to specific team members, departments, or shifts

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Zoho Invoice streamlines invoicing, payments, and customer interactions, improving financial health and saving time, money, and energy. It ensures billing accuracy, reduces errors, and streamlines client billing by tracking goals and streamlining invoice generation. Zoho Invoice focuses on automation and invocation management to efficiently complete multiple tasks. Zoho Invoice has all the features needed for an invoicing system, but it could be better at integrating with other CRM platforms and simplifying taxation.

• Provides an overview of staffing levels for each team, and the department as a whole.
• The UI makes it very easy to get a snapshot view of the staffing levels for set time period.
• Managing absences and arranging for shift swaps are also efficiently handled using Planday.

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• Multiple payment platforms integrated for ease of client payment.
• You can create different hourly rates for various tasks or individuals within an organization.
• You can attach files to your invoices.
• Clients get their very own log-in.
• Ability to create credit notes.

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• Holiday functionality - currently under review, new system launching early 2017 which will improve accuracy, calculate balances and deliver a more user friendly experience
• Payroll reporting - data is not all relevant, could be more flexible
• Schedule - could be more flexible to show employees consistently working across the group on one schedule

• Time tracking, though easy enough, could be simplified. Having the ability to change default settings when entering time could save a few keystrokes.
• The ability to automatically take unbilled hours and pull into a new invoice seems to be there, but it is a bit cumbersome. It also defaults to too much detail. Having the ability to customize would be great.
• The ability to auto-BCC yourself on all invoices sent out would be a nice feature.

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Zoho invoice has changed my expectations of what services like this can be. Providing something as simple as invoicing for small businesses who are struggling to find places to cut costs at such a reasonable rate is life-changing for some businesses. I know it was for mine. We saved so much that we did not have to cut in other areas. That has helped to keep us in business and grow it as well.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Ultimately Planday is the perfect tool for simple straightforward team time management, communication and scheduling. I would like to see a task management feature added to Planday and perhaps some integration for employee rewards. Planday is leaps and bounds above Quickbooks Time, and TimeClock Plus but falls behind Deputy only slightly by having less features available. Overall I would recommend Planday to any small business owner with a team of 5-20

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Google Drive stored my invoices in one accessible location but required more time and maintenance. I didn't want to invest the time into building out sheet functions to carry over figures across sheets, so I researched invoicing options. I am already a fan of Zoho services, so it was an easy decision to try out their Invoicing site. Same login, the same level of support, free trial. No risk! I was pleased to find the solution on my first try.

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• So much easier to manage than an Excel spreadsheet!
• The relatively low cost is completely outweighed by the time saved using Planday

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• Zoho Invoice has created a positive impact by allowing us to successfully organize and track online payments and invoices.
• Zoho Invoice has saved us both time and money by making our invoicing business processes automatic and effortless.
• Zoho Invoice has created a positive return on our investment many times over. It's increased business functions to help generate more profits in shorter periods of time.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info