Procore

Procore

Procore Technologies
WEX Field Service Management
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About

Procore is a leading provider of cloud-based construction management software, designed to connect project stakeholders, including owners, general contractors, specialty contractors, and public agencies. The platform facilitates collaboration across various construction sectors such as commercial, residential, industrial, and infrastructure projects. Procore's comprehensive suite of tools covers project management, quality and safety, design coordination, BIM, field productivity tracking, project financials, invoice management, and accounting integrations, all aimed at enhancing efficiency and accountability throughout the construction lifecycle. With a commitment to advancing the construction industry, Procore serves over 16,000 customers and more than 2 million users across 150+ countries.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

General contractors, specialty contractors, owners, and public agencies across various sectors, including commercial, residential, industrial, and infrastructure projects

Audience

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Play Video Procore-DrawingTools Procore-Home View more images or videos

Screenshots and Videos

Play Video This shows how the software links every device in your company together in real time. It displays the office dispatch board, the manager's performance metrics, and the tech's mobile GPS map all on one page. Whether you are sitting at a desktop, holding a tablet, or checking a smartphone, everyone sees the exact same schedule and customer info without anyone having to manually copy or sync data. The Boss’s Overview and Smart Reports This gives the boss a quick look at the company’s bottom line without making them dig through paperwork. It combines a natural language search tool called Assist IQ, where you just type a normal question to get an instant bar chart, with easy-to-read boxes showing total revenue, active customers, and invoices. It lays out all your sales, maps, and numbers on one screen so you can easily see if you're making a profit. The Tech’s All-in-One Service Call Screen This puts everything a tech needs for an active job order right on a single smartphone screen. It is built simple so guys out in the elements don't have to keep scrolling or tapping through menus. It keeps the job clock, the customer's address, specific equipment info, a photo of the house, and big, easy buttons to update job status all in one clean view so the tech can focus on the actual work. The "Good, Better, Best" Kitchen Table Estimate This shows the full digital bidding screen you use when standing right in front of the customer. It copies a professional, multi-option paper estimate but does the math for you. The entire view is set up to lay out three different equipment options side-by-side with clear pricing, warranties, and system specs so the homeowner can look at their choices and sign off on the job right on the spot. The Link Between Field Timecards and Office Records This view shows how field work instantly updates the office database with zero paperwork. The whole layout connects what the tech is doing on their phone, like clocking in, viewing their schedule, and driving to jobs, directly into the main office computer. It connects daily timecards, job histories, notes, and maintenance plans on a single screen so the office and the field are always on the same page. View more images or videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$499 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Pros & Cons from Real Users

Pros

  • The cost estimation, scheduling and easy project collaboration this product is perfect. Reliable on activities tracking and resources management and the ability to create reports the tool is amazing.
  • Everything you need is all in one place and can be distributed from within the program. The plans as uploaded and the newest set/pages are always what you see first which is great whenever there are any changes.

Cons

  • No issues found and the first learning is easy and no much technical help required.
  • Nothing that I can think of. I have not used any of the financial features.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Procore Technologies
Founded: 2001
United States
www.procore.com

Company Information

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

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Categories

AI Construction Supported
Asset Tracking Supported
Construction Accounting Supported
Construction Change Order Supported
Construction CRM Supported
Construction Data Analytics Supported
Construction Design Supported
Construction Drawing Management Supported
Construction ERP Supported
Construction Estimating Supported
Construction Management Supported
Construction Risk Management Supported
Construction Safety Supported
Construction Scheduling Supported
Contractor Management Supported
Jobsite Management Supported
Paving and Asphalt Supported
Preconstruction Supported
Prequalification Supported
Project Management Supported
Punch List Supported
Residential Construction Estimating Supported
Subcontractor Supported

Categories

Electrical Estimating Supported
Field Sales Supported
Field Service Management Supported
Home Services Supported
HVAC Estimating Supported
Plumbing Supported
Service Dispatch Supported
Subcontractor Supported
Tradesman Job Management Supported
Show More Features

Construction Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Billing & Invoicing Supported
Budgeting & Forecasting Supported
Cash Management Supported
Construction Breakdowns Supported
General Ledger Supported
Job Costing Supported
Overrun Projections Supported
Payroll Management Supported
Purchase Order Management Supported
Quotes / Estimates Supported

Construction CRM Features

Client Tracking Not Supported
Contract Management Supported
Forecasting Not Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Construction Management Features

Accounting Integration Not Supported
Budget Tracking/Job Costing Supported
Change Orders Supported
Commercial Supported
Contract Management Supported
Contractors Supported
CRM Supported
Equipment Tracking Supported
Estimating Not Supported
Incident Reporting Not Supported
Mobile Access Supported
Offline Access Supported
Residential Supported
RFI & Submittals Not Supported
Subcontractor Management Supported
Timesheets Supported

Contractor Management Features

Contractor Database Not Supported
Insurance Tracking Not Supported
License Tracking Not Supported
Permit Tracking Not Supported
Skills & Competencies Not Supported
Task Management Supported
Work Hour Tracking Not Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Punch List Features

Collaboration Supported
Commenting / Notes Supported
Document Management Supported
Drag & Drop Supported
Drawings Integration Supported
Include Photos In Reports Supported
Issue Tracking Supported
Quality Control Checklist Supported
Task Management Supported
Show More Features

Electrical Estimating Features

Billing & Invoicing Supported
Change Orders Not Supported
Cost Database Supported
Project Management Not Supported
Quotes / Proposals Supported
Takeoff Not Supported

Field Sales Features

Activity Tracking Supported
Channel Management Not Supported
Collaboration Tools Not Supported
Controlled Access Supported
CRM Supported
Dashboard Management Supported
Expense Management Supported
Fast Estimates Not Supported
Inventory Management Not Supported
Invoices Supported
Lead / Opportunity Management Not Supported
Online Payments Supported
Order Management Not Supported
Quoting Supported
Reporting / Analytics Supported
Route Optimization Supported
Territory Management Not Supported
Time Tracker Supported
Visit Scheduling Supported
Workflow Management Supported

Field Service Management Features

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

HVAC Estimating Features

Billing & Invoicing Supported
Commercial/Industrial Not Supported
Cost Database Supported
Data Import / Export Supported
Equipment Maintenance Supported
Financing Management Supported
Labor Rates Supported
Quotes/Proposals Supported
Scheduling Supported
Takeoff Not Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not Supported
Contract Management Supported
Customer Database Supported
Inventory Control Not Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Not Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Tradesman Job Management Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
For Builders Not Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Supported
Job Tracking Supported
Payments Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking Supported

Integrations

QuickBooks Online Supported
Zapier Supported
CloudFiler Supported
ContractorHUB Supported
Egnyte Supported
Eyrus Supported
Gamyte Supported
GoFormz Supported
Highwire Supported
Projectmates Supported
Sensera SiteCloud Supported
SignOnSite Supported
Siteline Supported
SmartBarrel Supported
Smoothlink Supported
Stackreaction Supported
SubBase Supported
Verifi3D Supported
busybusy Supported
iPlanTables Supported
Show More Integrations
View All 139 Integrations

Integrations

QuickBooks Online Supported
Zapier Supported
CloudFiler Not Supported
ContractorHUB Not Supported
Egnyte Not Supported
Eyrus Not Supported
Gamyte Not Supported
GoFormz Not Supported
Highwire Not Supported
Projectmates Not Supported
Sensera SiteCloud Not Supported
SignOnSite Not Supported
Siteline Not Supported
SmartBarrel Not Supported
Smoothlink Not Supported
Stackreaction Not Supported
SubBase Not Supported
Verifi3D Not Supported
busybusy Not Supported
iPlanTables Not Supported
Show More Integrations
View All 10 Integrations
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