Zoho Jobs

Description We recently migrated our customer database from Zoho to Jobber. We now need help migrating operational data from Zoho FSM into Jobber. Scope of work: • Export jobs/service history from Zoho FSM • Identify upcoming jobs and maintenance visits • Recreate upcoming jobs and recurring services in Jobber • Attach relevant job notes or service history where useful • Ensure technicians and scheduling are configured correctly • Help connect Jobber scheduling with Google Calendar Customer records are already in Jobber, so this project focuses only on field service/job data. Ideal experience: • Experience with Zoho FSM • Experience setting up Jobber for service companies • Familiar with service scheduling and recurring maintenance workflow...

I need an expert to remove folder restrictions on Zoho WorkDrive. Requirements: - Remove restrictions from multiple folders - Grant edit access after restrictions are lifted - Apply same permissions across all folders Ideal Skills and Experience: - Proficiency in Zoho WorkDrive - Experience with folder permissions and access management - Attention to detail and reliability Please provide your experience with similar tasks and estimated time to complete.

Project Requirement – Product Database Integration Our company website is https://gbslifesciences.com. Currently, all our product/item details are already stored in Zoho Inventory. Each item in Zoho Inventory contains: Item Name SKU / Catalogue Number Description Product category Product images Other product details We want the website product catalogue to use this Zoho Inventory data as the product database. Requirements: The website should automatically fetch product details from Zoho Inventory using Zoho API. Each item in Zoho Inventory should create a product page on the website. Website users should be able to search products by: Product name Catalogue number CAS number (if available) The website should display: Product name Catalogue number description pro...

I need a complete course configured inside TrainerCentral LMS. The structure, lessons, quizzes, certificates, pricing tiers and drip schedule all have to be created from scratch and left in a state where I can publish immediately. The course data, leads and enrolments must flow seamlessly into Zoho CRM, so knowledge of its standard modules, custom fields and basic automation is essential. If you have handled other Zoho apps that’s a bonus, but CRM integration is the only mandatory piece for this project. Deliverables • Fully-configured course in TrainerCentral, ready to publish • Tested sync between TrainerCentral enrolments and Zoho CRM contacts/leads • Short hand-off document (or loom video) showing how to update content and troubleshoot the integration Pl...

I already have Zoho DataPrep up and connected to my Zoho One account. The legacy records are largely well-structured, yet they still carry old duplicates, stray values, and obsolete pick-lists that must be scrubbed before the switch to my redesigned Zoho CRM layout. The assignment centres on leveraging Zoho DataPrep’s recipes, rules, and AI suggestions to: • run a thorough data-cleaning and de-duplication pass, • apply field-level transformations and look-ups so every column lines up with the new CRM schema, • export ready-to-import CSV or Zoho Sheet files along with the reusable DataPrep workflow. I will give you secured access to the DataPrep workspace plus a copy of the target CRM field map. When we’re done I expect: 1. An import-ready dataset free of ...

We need an automation system for student leads. Website leads (Zoho Forms) should first go to Google Sheets, where a lead score is calculated based on actions like webinar registration, attendance, and WhatsApp interaction. Leads will be categorized as Cold, Warm, or Hot. Only students who pay a $10 application fee should automatically be sent to Zoho Bigin CRM. Tools: Zoho Forms, Zoho Flow, Google Sheets, Zoho Bigin, AiSensy (WhatsApp), Payment Gateway. The freelancer should set up the automation and integrations.

We’re looking for a reliable Accounting Assistant to help manage accounts payable and receivable using Zoho Books and Zoho CRM. The role focuses on keeping bills, invoices, and records organized while helping automate processes wherever possible. Requirements • Available during Eastern Time (EST) business hours • Able to assist the team in real time when needed • Willing to sign an NDA • Experience with Zoho Books and Zoho CRM • Strong attention to detail and organization • Comfortable asking questions if something is unclear Accounts Payable (AP) • Receive mail and identify vendor bills • Import vendor bills into Zoho Books • Pay approved bills through bank bill pay or checks issued from Zoho • Reconcile vendor payments ...

We are a growing U.S.-based gallery business specializing in contemporary art, custom commissions, curated exhibitions, and private collectors. Our work spans fine art sales, online exhibitions, NFT/digital art coordination (if applicable), and artist representation. We are seeking a highly organized, tech-savvy, and detail-oriented CRM & Administrative Support Specialist to manage client relationships, streamline backend operations, and ensure smooth day-to-day administrative processes. ⸻ Position Overview The CRM & Administrative Support Specialist will be responsible for managing and optimizing our customer relationship management system, maintaining accurate client records, assisting with sales and collector follow-ups, coordinating internal communications, and supporting a...

We are looking for an experienced designer to develop a Visual Identity Application Guide based on our existing logo, defined brand name, and defined color palette. This is not a logo creation or full brand strategy project. The objective is to define a clear and cohesive visual application system and apply it consistently across key brand touchpoints. Full brand positioning details will be shared with the selected freelancer. Scope of Work Deliverables will be structured as milestones (not all at once). This project does not include website development. 1. Mini Look & Feel Kit Define a consistent visual direction including: • Typography hierarchy • Graphic elements / supporting shapes • Image style and treatment guidance • Layout principles •...

Zoho System – Issue & Requirement List 1. Department Boards Setup (Zoho CRM) • Create separate boards/views for each department to manage their tasks and records. • Ensure each department can track their own leads, deals, and activities. • Implement clear workflow stages for different departments. ________________________________________ 2. Permission & Access Control Issues • Review and configure user roles and permissions. • Restrict access so employees can only view/edit relevant modules and records. Define permissions for: • Admin • Sales Team • Finance Team • Operations • Management ________________________________________ 3. Lead Module Issues • Review the Lead module structure and fields. • Fix issues with lea...

I need an experienced person to set up Zoho Books for my Saudi business and integrate it with WordPress / WooCommerce. The work must include ZATCA-compliant invoicing, Arabic and English invoices, correct handling of adult / child / group pricing, and creation of all required items/services in Zoho Books. I need a proper automated setup. I do not want manual invoice creation, manual item creation, or manual re-entry of WooCommerce orders into Zoho Books. Scope: Full Zoho Books setup Saudi VAT / tax configuration ZATCA invoice setup Branded Arabic and English invoice templates WooCommerce / WordPress integration with Zoho Books Correct mapping of customers, items, taxes, discounts, totals, and invoices Setup of all required items/services in Zoho Books Support for adult / child / group ...