LogixOne Operator for Zoho CRM

Quote - Job Scheduling - Field Tech Management - Invoicing and more ALL within Zoho CRM!

Built for: CRM Developed by: Clearscope Solutions
200+ Installs

Field service companies can boost efficiency and improve customer experience with technology. By streamlining processes, enhancing communication, and analyzing data, technology offers real-time updates on appointments, reduces downtime, and ensures accurate billing.

LogixOne Operator transforms Zoho CRM into a robust field service management system. It automates job creation and invoice generation, detailing service items and essential job details. With color-coded calendars and integrated mapping, you can easily track jobs and operators. Plus, LogixOne Operator doesn't require additional Zoho CRM licenses, making it cost-effective and efficient for your business.

LogixOne Operator is simple to use yet a powerful solution for those that manage field service operations. It is also cost effective as it leverages your existing investment in Zoho CRM.

You can install a (7) day free trial of LogixOne Operator yourself or if you would like assistance please do not hesitate to contact the developer.

Key Features:

  • Effortlessly generate online quotes for customer acceptance and convert them to field service tasks, whether they are one-time or recurring, for your Zoho CRM Contacts and Accounts, and assign them to your Field Service Team via the LogixOne Operator Android or iOS field service App. Additionally, jobs can be automatically allocated to field service operators based on their proximity to the job location.
  • Flexibility to create numerous Field Service Operators within a single Zoho CRM Organization. With just one Zoho CRM license, you can install LogixOne Operator and have as many field service operators as needed.
  • Gather essential job completion details such as the finished location, time taken for completion, and customer signatures for each task. Furthermore, all completed job details, including the final service count and any additional items used, can be seamlessly invoiced to the customer.
  • Keep a real-time watch over your field service tasks and the locations of your field service operators using the integrated mapping and job scheduling calendar. The color-coded calendar enhances visual comprehension of job statuses, ensuring efficient management. Additionally, you can map your Zoho CRM Accounts and Contacts and generate an activity log for your field service operators and leverage SMS and WhatsApp messaging to and from clients.

Please note, after installing the LogixOne Operator for Zoho CRM please contact the developer to complete the install.

Tags

Deployment type Zoho platform
Published date Oct 14, 2021
Version 3.5
Latest Released date Jul 15, 2024
Category Field Service
Pricing Free
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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