TaskRay Customer vs Salesforce Field — Salesforce

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce vs Salesforce Field Service and Billing Connector

Side-by-side comparison · 24 data points

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

5.0·330reviews

TaskRay is the go to Agentic Project Management Solution built natively on Salesforce, combining project management, MCP connectivity, AI Agents, and expert services in one system of record for customer onboarding, implementation, and delivery.

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1. Listing metadata

Field-level data

	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	Salesforce Field Service and Billing Connector
Tagline	“TaskRay is the go to Agentic Project Management Solution built natively on Salesforce, combining project management, MCP connectivity, AI Agents, and expert services in one system of record for customer onboarding, implementation, and delivery.”244 chars	“The Field Service and Billing Connector is a managed package from Salesforce Labs and allows customers of both Salesforce Field Service (SFS) and Billing to bill for work order labor, parts and expenses.”203 chars
Description	1190 / 2000 chars60% used	947 / 2000 chars47% used
Screenshots	—	—
Languages	en	nlenfifrde+11 more
Platforms	Salesforce	Salesforce
Developer	TaskRay	Salesforce Labs

At a glance

8 metrics · auto-computed

Feature comparison between TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce and Salesforce Field Service and Billing Connector
Metric	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	Salesforce Field Service and Billing Connector
Rating	5.0 ★	—
Total reviews	330	0
Free plan	—	★ Yes
Pricing	paid	free
Pricing tiers	3 tiers	—
Listed features	★ 9	2
Languages	1 supported	16 supported
Listed since	Aug 2012	Jun 2021

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce is the stronger choice for most Salesforce AppExchange admins — 5.0★ vs Salesforce Field Service and Billing Connector's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

On pricing, Salesforce Field Service and Billing Connector offers a free tier (free) while TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce starts at paid. The free option meaningfully reduces evaluation cost, particularly at low usage volumes where the entry-paid tier can outpace the value delivered.

Review base

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce has the larger user base (330 reviews vs 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Salesforce Field Service and Billing Connector's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce; mid-market and enterprise admins with specific feature requirements should evaluate both — Salesforce Field Service and Billing Connector's 0-review base may include the workflow context that matches your specific use case better than TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce audit • Salesforce Field Service and Billing Connector audit

Listed	August 9, 2012	June 5, 2021

Last updated	—	—

3. Features

As listed by each developer

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

✔ Transform the Way Your Teams Manage Projects The faster your team can deliver a successful project, the more profitable the outcome. Faster projects result in less operating costs, faster cash collection, and increased people productivity.
✔ Project Management, Built for Salesforce TaskRay is designed to help project managers complete work 2.5x faster. Leverage Agentforce AI Actions to improve project outcomes and delight customers with seamless onboarding experiences.
✔ Native Salesforce Technology TaskRay is built natively in Salesforce. No complicated integrations or systems maintenance required. Don't settle for task management in spreadsheets or outdated PM tools. Keep your data safe and secure in Salesforce.
✔ Task Management with AI Actions Manage projects your way. Automate manual tasks, assign work to AI Agents, speed up handoffs, and increase project capacity by 25%. TaskRay templates improve productivity and create repeatability for complex processes.
✔ Resource Management Bring customers, contractors and partners into your projects easily with TaskRay. Allocate resources quickly and easily for projects to reduce costs by over 21%. Assign work based on skills, capabilities, and resource capacity.
✔ Enhance Project Collaboration Manage resourcing based on capacity and specialized knowledge. Extend visibility and drive accountability with every internal and external stakeholder involved in your project.
✔ Improve Customer Experience More efficient projects lead to higher profits and happier customers. TaskRay customers report seeing 15%+ increase in CSAT and NPS scores. Create lifetime loyalty by speeding up time to value for your customers.
✔ Consolidate Technology Spend Stop piecing together disparate tools for multiple teams and create exactly what you need inside Salesforce. TaskRay is a one-stop shop for project management, customer onboarding, resource management, and collaboration.
✔ Deliver a Complete Customer 360 Vision TaskRay works natively with all major Salesforce Clouds - Sales, Service, Field Service, Revenue and more - to complete the onboarding gap left in the full customer life cycle management process.

Salesforce Field Service and Billing Connector

BILL FOR LABOR, PARTS or EXPENSES IN SALESFORCE Create a consolidated invoice for each billable work order line item
ENHANCED INVOICING AND PAYMENT VISIBILITY FOR FIELD SERVICE Calculate Taxes, Generate Invoices, Collect and Track Payments, Recognize Revenue within Salesforce

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	Salesforce Field Service and Billing Connector
faster and	#1	Not ranked
project management	#1	Not ranked
project	#2	Not ranked
work orders	Not ranked	#9
order form	Not ranked	#64

7. App details

Long-form description · keyword frequency

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

What is TaskRay? TaskRay is the #1 rated project management application on the AppExchange, now powered by MCP and Agents. Enterprises use TaskRay to manage projects faster, creating repeatable and scalable workflows that outperform conventional tools like spreadsheets or off platform solutions. Ideal for teams seeking to manage onboarding projects natively in their Salesforce platform. TaskRay Use Cases: ✔ Project Management: Take control of your projects and manage delivery your way. ✔ Task Management: Accelerate project cycles times and automating mundane tasks for teams. ✔ Resource Management: Easily assign project work based on skills, capabilities and project requirements. ✔ Onboarding: Onboard customers, clients, partners, and employees faster. Who Uses TaskRay: ✔ Project Managers: Standardize processes, assign tasks internally, manage external resourcing, and collaborate with Customers. ✔ Leadership Teams: Reduce operating expenses, increase revenue collection, and drive greater profitability on every project. ✔ Administrators: Consolidate project management processes and workflows into Salesforce. See TaskRay for yourself: https://taskray.com/book-a-demo/

Top keywords

project8×5.26%
taskray7×4.61%
management5×3.29%
project management3×1.97%
projects3×1.97%
teams3×1.97%
assign2×1.32%
customers2×1.32%
faster2×1.32%
onboarding2×1.32%
platform2×1.32%
processes2×1.32%

Salesforce Field Service and Billing Connector

The Field Service and Billing Connector is a managed package from Salesforce Labs and allows customers of both Salesforce Field Service (SFS) and Billing to bill for work order labor, parts and expenses. The goal of the connector is to allow the creation of Sales Orders and Invoices from the Work Order and its associated objects: Work Order Line Items, Products Consumed and Expenses. Salesforce Billing capabilities enhance invoicing and payment visibility: Calculate Taxes, Generate Invoices, Collect and Track Payments, Recognize Revenue. The connector supports the following use cases: - On-demand creation of a Sales Order from a Work Order - On-demand creation of a Sales Order and an Invoice from a Work Order - Automated creation of a Sales Order from a Work Order - Automated creation of a Sales Order and an Invoice from a Work Order - Creation of multiple Sales Orders and/or Invoices from a single Work Order (staggered invoicing)

Top keywords

order12×7.74%
work8×5.16%
work order8×5.16%
creation6×3.87%
sales6×3.87%
sales order4×2.58%
billing3×1.94%
connector3×1.94%
invoices3×1.94%

Frequently asked

Common questions about this comparison

Is TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or Salesforce Field Service and Billing Connector cheaper?

Salesforce Field Service and Billing Connector is the cheaper option — it offers a free plan (free). TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or Salesforce Field Service and Billing Connector?

AppRanks cannot separate these two on rating, because neither publishes one. TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce does carry the larger published review base (330 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or Salesforce Field Service and Billing Connector?

Both apps are one-click installs from the Salesforce AppExchange. TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce has the deeper published review base (330 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce typically suits early-stage and growth-mode teams based on its published review base (330 reviews). Salesforce Field Service and Billing Connector typically suits early-stage and growth-mode teams based on its published review base (0 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce vs Salesforce Field Service and Billing Connector

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

1. Listing metadata

Salesforce Field Service and Billing Connector

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce · 8 changes

Salesforce Field Service and Billing Connector · 0 changes

7. App details

Frequently asked

Is TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or Salesforce Field Service and Billing Connector cheaper?

Should I choose TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or Salesforce Field Service and Billing Connector?

Which is faster to set up, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or Salesforce Field Service and Billing Connector?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

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