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About

Manage your company’s sales leads and opportunities. Assign prospects to your sales team for follow-up, and allow them to track all their activities and notes. Put together quotes for your clients quickly using either our built-in pricing database, or by using one of our integrations that pulls in line items from other takeoff software. Generate beautiful-looking proposals for your bids using our built-in proposal generator. Then track all active bids and related documentation in our Bids module, preventing your team from missing any future due dates. Ditch the white board on the wall by taking advantage of our robust, customizable built-in calendar and scheduling tools. Easily track all available resources, and share schedules with the field using our TRUE Field app. Manage your contract jobs through our Contracts workflow. Stay on top of your budget by easily tracking your Schedule of Values on your larger projects.

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

Construction Management solution for companies

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

$29 per user per month
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

TRUE
Founded: 2012
United States
www.constructtrue.com

Company Information

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

Alternatives

Alternatives

STACK

STACK

Stack Construction Technologies
BuilderSYS

BuilderSYS

SEnterpriSYS Limited
FieldEdge

FieldEdge

Xplor

Categories

Categories

Construction Management Features

Accounting Integration
Budget Tracking/Job Costing
Change Orders
Commercial
Contract Management
Contractors
CRM
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
Residential
RFI & Submittals
Subcontractor Management
Timesheets

Contractor Management Features

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

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

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

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
Profit Rhino
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
ThoughtSpot
Zapier
Zoom Phone

Integrations

Azuga
Bluon
Profit Rhino
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
ThoughtSpot
Zapier
Zoom Phone
Claim TRUE Contractor and update features and information
Claim TRUE Contractor and update features and information