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About

Eliminate manual orders and paperwork automating sales pipeline to let your field staff add more hours to their day. Plan sales itineraries and track sales staff visits to points of sales in real time to effectively gauge sales force performance. Capture secondary sales data in real time with automated reports to assess performance and competition. Gain deeper insights, mine new sales opportunities and create personalized reports to make smarter business decisions. Improving productivity with top sales force automation software is just one part of the job. The rest is about going beyond sales force automation, making sales smarter with decisions based on accurate data measured against the right KPIs. Go live and derive results in a matter of days with lightning fast deployment and extensive orientation for field staff and sales operations managers.

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

Companies searching for a sales automation solution

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

FieldAssist
Founded: 2014
India
www.fieldassist.com

Company Information

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

Alternatives

Alternatives

Nural Sales CRM

Nural Sales CRM

Nuraltech
FieldEdge

FieldEdge

Xplor
Zed-Sales

Zed-Sales

Zed-Axis
Sterison SFA

Sterison SFA

Sterison Technology
LogiNext Field

LogiNext Field

LogiNext

Categories

Categories

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

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

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

Electrical Estimating Features

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

HVAC Estimating Features

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

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

Integrations

Azuga
Bluon
Profit Rhino
QuickBooks Online
ThoughtSpot
Zapier
Zoom Phone

Integrations

Azuga
Bluon
Profit Rhino
QuickBooks Online
ThoughtSpot
Zapier
Zoom Phone
Claim FieldAssist and update features and information
Claim FieldAssist and update features and information