E4P

E4P

Excellence Alliance
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About

E4P is an easy to use platform that acts as a central hub for your commercial estimating efforts. It’s a fast, secure and reliable way to facilitate communication and team collaboration as we adjust to the new Work From Home way of life. This is the right software for Work From Home productivity. Most commercial customers value the long term reliability of their HVAC system above all else. E4P brings value to the customer by ensuring proper maintenance of their equipment. Maintenance is provided by you, the contractor, over a planned period of time. The pre established period of time ensures repeat revenue from your customer. With everything in one place, E4P can help unleash your company’s true commercial service sales potential. Being in the Cloud means all you need to access the program is an internet connection. Whether it be in the office, at the jobsite, at home or on the road, you have access.

About

WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses looking for an Estimating software

Audience

Contractors and field-service businesses interested in a solution to manage scheduling, dispatch, invoicing, payments, and customer history

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$499 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Excellence Alliance
Founded: 1997
United States
eainet.net/estimating-4-profit/

Company Information

WEX Field Service Management
Founded: 2012
United States
www.wexfsm.com

Alternatives

Alternatives

FastDUCT

FastDUCT

FastEST, Inc.
FieldEdge

FieldEdge

Xplor
FastWRAP

FastWRAP

FastEST, Inc.

Categories

Categories

HVAC Estimating Features

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

HVAC Estimating Features

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

Electrical Estimating Features

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

Field Sales Features

Activity Tracking
Channel Management
Collaboration Tools
Controlled Access
CRM
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Plumbing Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch Features

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management Features

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Integrations

Azuga
Bluon
Excellence Alliance
Profit Rhino
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
ThoughtSpot
Zapier
Zoom Phone

Integrations

Azuga
Bluon
Excellence Alliance
Profit Rhino
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
ThoughtSpot
Zapier
Zoom Phone
Claim E4P and update features and information
Claim E4P and update features and information