Field Service (formerly known as Field Service Lightning) is a customizable, mobile-friendly field service hub in Salesforce. It provides tools to manage work orders, scheduling, and a mobile workforce.
$600
per year per user
Zoho Billing
Score7.9 out of 10
N/A
Zoho Billing is a comprehensive billing management solution designed to facilitate one-time invoicing, recurring billing, Subscription Management, and multi-model usage-based billing. The platform automates the entire Quote-to-Cash (Q2C) cycle, ranging from plan configuration to payment collection, revenue recognition, and financial reporting. Zoho Billing functions as a revenue management platform engineered to manage every stage of the Q2C process within a unified…
We've demoed quite a few models, different companies. I know Salesforce has huge backing, but even so they're open to customization and solutions. Some of the competition, keep in mind for my industry, there's not a lot of options out there. We're not your typical Salesforce target market. I mean we're not really selling a lot. I mean, quite honestly, I don't even have a sales department because can't do all of the work that my current customers need me to do. So I don't need to go drum up new business. I just needed it for more of tracking and a work management solution. And in the construction, specifically utility construction, industry, there's not a lot of options, but it definitely was the best option for us.
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
[Zoho Subscriptions is great] for startup agencies or businesses that charge monthly subscriptions of some kind. For most other [softwares,] you are paying at least $100 per month just to have the software. Zoho [Subscriptions] gives you the chance to take advantage of starting at [zero dollars,] which keeps your cost down until you understand the software before you have to upgrade. I feel like you can easily bootstrap your startup business to keep costs down. As you [are] moving forward, and are bringing in several thousand per month in revenue, it can scale up without costing a lot. [The subscriptions] [...] [start] to cost more, [...] if you have one time payments; you then need additional software from Zoho [Subscriptions] to handle the needs, and it starts adding up to typical [back- end] management software, with multiple log in points which start to drain your time budget. [At] that point, I ended up looking for a more all in one software that manages both contacts, one time and recurring invoices, reminders, etc. By the time our revenue exceeded [$5,000] per month[,] I [needed] to save time and looked for other options. [However,] I have other friends who still use it and they are generating $10k or more per month.
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
Real Time Communication with back-office team When our nurses need anything by using mobile app they can reach out to our back office team to resolve their issues
Utilization of resources We can see the all the appointments view with the assigned representative in a single page so We can assign more appointments if any resources has any free slot it is just a drag and drop
It helps us to automate the process like delay or reach notification we can also route the appointments based on representative skill set, location and urgency of task
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. TR verified that a representative sample of customers was invited. More Info
Our biggest complaint is the optimizer removes jobs from the schedule at times and they are hard to track down and if missed we may not have a tech show up at all for the customer.
Reporting off of Service Appointment history is challenging
Without having a developer adjust your views the amount of available fields can be overwhelming.
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
Declined payments, there wasn't a big alarm that went off automatically when a payment was declined. I have set up different notifications when this happens in the future though.
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
As of right now there is not a alternative that seems to offer all of the functionality with a vision of what is needed in the future. It is my belief that ClickSoftware will remain a leader in Mobile Workforce Management for a long time.
Within a week a scheduler can confidently navigate the program and from there they learn more niche tools but from the beginning they can hit the ground running. With different user views available the developers can narrow down what is needed based on your job role which has been invaluable.
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
Zoho Billing covers our subscription and invoicing needs well and fits nicely into our Zoho setup, but its broken GA4 integration is a real limitation for our use case.
Having a program that gives sales leaders a real time view was game changing. Time was always an issue because there wasn't always a sales leader available for closing sales. This has allowed for any sales leader to jump in and help make the sale without the need to do a warm transfer.
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
Overall the training was quite informative but did lack detail in some areas. It had all of the necessary content for an experience product user but didn't offer enough information for a new user to complete the training and then feel comfortable in real-world situations running or managing the software. I would recommend this course for anyone with at least 1 year of full-time exposure to the ClickSchedule product.
I have added a few of the many Salesforce products we use. We also use HubSpot but they all have different functions so not really comparable as they are used for different things/ teams.
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
Zoho [Subscriptions] is a lot easier to set up recurring payments and notifications than [Stripe] or [PayPal] alone. They offer notification reminders that will help manage clients, versus setting up an API [..] communication system [to] your own with the others. Clients have an easier time changing credit cards around in Zoho [Subscriptions,] whereas in Stripe and Paypal, you have a lot more manual work.
Thryv is [an] all in one [package] for both one time and recurring payments, which I prefer over Zoho [Subscriptions], without having to create new client files in each system; [Thryv] [...] also has notification options which is a time saver. Thryv can also send test email review requests after a trigger or an [invoice] has been paid, whereas you would have to create an API integration with another service to do so in Zoho [Subscriptions]. Overall, Zoho [Subscriptions] is a great system, for most of my personal clients logging into different systems for different needs. [In] addition to subscriptions, [this] is the downfall, but it [is] still a great option for many businesses.
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
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
