Zoho for contractors and home service companies, from estimate to final invoice

For 4 office staff, 10 techs and 300 appointments a month on service agreements, buying only the apps you need comes to about $286 a month billed yearly in Zoho list prices: Zoho CRM Standard for the office at $56, Zoho FSM Professional at $160, Zoho Books Professional at $40 and Zoho Expense Standard for the crew at $30. Zoho One for all 14 people would be $518 a month. Our setup is a separate fixed fee in a signed BRD.

Yes, from the Professional edition. A maintenance plan tied to a customer or a unit creates the tune-up visits on the schedule you choose, and every unit keeps its own service history, so the tech sees the last visit before arriving.

Yes. Deposits go out as retainer invoices and are applied against later invoices, and progress bills can be raised at each phase or percentage of a job. If your customers ask for AIA-style pay applications, we scope that format in the BRD and test it against a real pay app before go-live.

For many small and mid-size shops, yes, especially if you also want CRM, accounting and HR on one vendor. Large residential HVAC or plumbing companies that depend on ServiceTitan’s call-booking and marketing reports may be better off staying. We say which camp you are in on the first call.

Customers, properties, job history, open estimates and your services list move over, and recurring visits are rebuilt as maintenance plans in Zoho FSM. Open invoices and balances go to Zoho Books. We pick a switch date between jobs and keep the old account readable until you confirm everything arrived.

Yes. The Zoho FSM app for iPhone and Android shows the day’s appointments, takes notes and photos, and closes each visit with a service report the customer signs on the tech’s phone.

Yes. We can connect Zoho FSM or Zoho CRM to QuickBooks so invoices and customers sync, and many contractors run it that way for a while. When you are ready to move the books too, Zoho Books links natively to the field apps and removes the sync.

The crew lead writes the change order on the job, the customer signs it in Zoho Sign, and the amount is added to the job so it shows up on the next bill. Nothing depends on someone remembering a conversation in the driveway.

Yes. We add permit numbers, inspection dates and results to each job, with reminders, and store each tech’s licenses and certifications, with renewal reminders where a license expires. The rules for your state and city come from you and your advisors; we make sure each one has a place in the system.

Zoho bills your licences directly on your own account at Zoho’s prices. Our invoice only covers the setup, migration and training work, which is fixed in the signed BRD before we begin.

It depends on how many trades, trucks and branches go live and how much history comes across. The signed BRD puts a date on every step, including crew training and go-live, and we try to keep go-live out of your busiest season.

Yes. Zoho FSM Premium adds territories, skills and shifts so jobs go to qualified crews in the right area, Zoho CRM keeps one customer list across branches, and Zoho Analytics compares branches side by side. Our Multi-Branch Ops package sets each branch live on its own date.