Salesforce Field Service and Billing Connector vs Project Management & Onboarding App
Side-by-side comparison · 24 data points
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.
Shopifyfree
Project Management & Onboarding App
TaskRay is the top project management app built for Salesforce. It helps teams work better together by bridging Sales and Service Cloud, so new customers get started faster. Accelerate quote-to-cash process with more predictability and fewer surprises.
Shopifypaid
At a glance
| Metric | Project Management & Onboarding App | Salesforce Field Service and Billing Connector |
|---|---|---|
| Rating | 5.0 ★ | — |
| Total reviews | 329 | 0 |
| Free plan | — | ★ Yes |
| Pricing | paid | free |
| Built for Shopify | — | — |
| 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 pageBased on the data on this page, Project Management & Onboarding App is the stronger choice for most Salesforce AppExchange merchants — 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. On pricing, Salesforce Field Service and Billing Connector offers a free tier (free) while Project Management & Onboarding App starts at paid. The free option meaningfully reduces evaluation cost, particularly for stores at sub-1K monthly orders where the entry-paid tier can outpace the value delivered. Project Management & Onboarding App has the larger user base (329 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. Recommended by store size: small/early-stage merchants who need fast install and low risk should default to Project Management & Onboarding App; mid-market and enterprise merchants 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 Project Management & Onboarding App's broader-but-shallower coverage. 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: Project Management & Onboarding App audit • Salesforce Field Service and Billing Connector audit
1. Listing metadata
Field-level data| Project Management & Onboarding App | Salesforce Field Service and Billing Connector | |
|---|---|---|
| Tagline | ||
| Description | ||
| Screenshots | — | — |
| Languages | ||
| Platforms | ||
| Developer | ||
| Listed | ||
| Last updated | — | — |
2. Pricing & plans
Listed prices · monthly · USDTier
Project Management & Onboarding App
Salesforce Field Service and Billing Connector
Free
Starter
25
—
Paid #1
Standard
40
—
Paid #2
Premium
60
—
3. Features
As listed by each developerProject Management & Onboarding App
- ✔ Transform Projects into Profits 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
4. Categories & rankings
Shared categories on the same row · in-category position inlineProject Management & Onboarding App
Salesforce Field Service and Billing Connector
Project Management#4 of 152
—
—
Field Service#62 of 113
5. Search rankings
Top 5 keywords · shared rankings prioritized| Keyword | Project Management & Onboarding App | Salesforce Field Service and Billing Connector |
|---|---|---|
| jotform | #41 | Not ranked |
| workflow | #61 | Not ranked |
| esign | #94 | Not ranked |
7. Activity in the last 90 days
Tracked changes · pricing, features, copy, screenshotsProject Management & Onboarding App · 3 changes
- Apr 13descriptionListing copy updated
- Apr 13descriptionListing copy updated
- Apr 13descriptionListing copy updated
Salesforce Field Service and Billing Connector · 1 changes
- Apr 13descriptionListing copy updated
9. App details
Long-form description · keyword frequencyProject Management & Onboarding App
What is TaskRay? TaskRay is the #1 rated project management application on the AppExchange, now powered by Agentforce. 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
- project8×5.33%
- taskray7×4.67%
- management5×3.33%
- project management3×2.00%
- projects3×2.00%
- teams3×2.00%
- assign2×1.33%
- customers2×1.33%
- faster2×1.33%
- onboarding2×1.33%
- platform2×1.33%
- processes2×1.33%
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%
- salesforce3×1.94%
- automated2×1.29%
- automated creation2×1.29%
Frequently asked
Common questions about this comparisonIs Project Management & Onboarding App or Salesforce Field Service and Billing Connector cheaper?
Salesforce Field Service and Billing Connector is the cheaper option — it offers a free plan (free). Project Management & Onboarding App starts at paid. Both publish their pricing on the Salesforce AppExchange marketplace; AppRanks mirrors what's listed on each refresh cycle.
Should I choose Project Management & Onboarding App or Salesforce Field Service and Billing Connector?
It depends on what you're optimizing for. Project Management & Onboarding App fits better if you prioritize rating consistency; Salesforce Field Service and Billing Connector is the call if you need the larger user base. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.
Which is faster to set up, Project Management & Onboarding App or Salesforce Field Service and Billing Connector?
Both apps are one-click installs from the Salesforce AppExchange marketplace. Project Management & Onboarding App has more onboarding documentation maturity (329 reviews vs 0), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.
Which works better for small vs large Salesforce AppExchange stores?
Project Management & Onboarding App typically suits early-stage and growth-mode stores based on its review-base composition (329 reviews). Salesforce Field Service and Billing Connector aligns more with early-stage and growth-mode stores (0 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.
Can I migrate data between Project Management & Onboarding App and Salesforce Field Service and Billing Connector?
Migration support varies by app and category. Project Management & Onboarding App and Salesforce Field Service and Billing Connector both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Salesforce Field Service and Billing Connector" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.