CRM & billing
Live todayA call that ends in a booked visit already tells you who, where, and what is broken. Right On Call can turn that into a draft invoice in Zoho Invoice, so the technician starts the job with the paperwork opened.
The customer’s name, phone, and email, then a draft invoice. If the shop has a diagnostic or service-call fee set up, that is the first line. Then one line per appliance or system the caller reported, each at zero, so the technician fills in the real services and prices.
A Zoho customer, matched or created, and one draft invoice on it. It is a draft, so it is never emailed or sent to the customer by Right On Call.
Only calls that booked a visit. A call that only captured a callback doesn’t create an invoice, unlike the CRM connection, which mirrors every identified caller.
A booking the receptionist makes writes a draft right after the call ends. A call you answer yourself is not seen by us.
The same, at any hour. The next morning’s visit has its draft waiting.
A separate connection from Zoho CRM, because the two can live in different Zoho organizations.
Sign in to the Right On Call dashboard as the shop and open Integrations.
Choose Connect on the Zoho Invoice card, sign in to Zoho, and approve access.
The connection finds your Zoho organization itself. If your login owns more than one, we pin the right one with you.
The fee line comes from the diagnostic fee we set up for your shop. With none set, only the item lines appear.
No. It is a draft inside your Zoho Invoice account. Nothing is sent.
From the diagnostic or service-call fee configured for your shop. It is the only fee the agent is allowed to state.
No. They are separate and either can be used alone.
