WEX Field Service Management

WEX Field Service Management

4.6 out of 5 stars
Zebu

Zebu

Zebu HQ
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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.

About

Zebu is cloud-based field service management software for home-service and other appointment-based businesses. It combines lead and customer management, quoting, scheduling and dispatch, technician workflows, invoicing, payments, and reporting. Teams can create quotes from a price book, collect approvals and deposits, assign jobs on a dispatch board, and give technicians a mobile app with offline access. Customer-facing tools include online booking, quote approval, invoice payment, and visit rescheduling through a portal. Zebu also supports recurring jobs, checklists, automated reminders, review requests, and lead follow-up. It serves HVAC, plumbing, electrical, cleaning, landscaping, roofing, painting, pest control, and related trades. QuickBooks Online synchronization is included; Xero synchronization is an add-on. It is designed for owners, office teams, dispatchers, and field technicians.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Small and mid-sized home and field service businesses, such as cleaning, HVAC, plumbing, electrical, landscaping, roofing, painting, and pest control companies, along with their office staff, dispatchers, and technicians. Useful for any business that needs to manage leads, quotes, scheduling, invoicing, and customer payments in one place.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

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

Screenshots and Videos

Email sequence editor with A/B subject testing, message fields, and spam-risk checks. Quote Follow Up campaign dashboard with delivery, open, click, and revenue metrics. Customer activity timeline with estimate views and email engagement events. Website journey timeline showing pages viewed, visit source, and time on site. View more images or videos

Pricing

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

Pricing

$39/month
Starter is $39 per month for up to 5 users; additional users are $9 per user per month. Growth is $89 per month for up to 15 users, and Pro is $159 per month for up to 30 users. Monthly plans are month-to-month; optional annual billing saves 15%. A 14-day free trial is available without a credit card. Xero synchronization is an optional $8 per month per company; a company connects either Xero or QuickBooks Online, not both at once.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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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Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Zebu HQ
Founded: 2026
United States
getzebu.com

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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

Categories

Field Service 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
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

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
Azuga Supported
Bluon Supported
Google Business Profile Not Supported
Profit Rhino Supported
QuickBooks Desktop Premier Supported
QuickBooks Desktop Pro Supported
QuickBooks Enterprise Supported
Stripe Not Supported
ThoughtSpot Supported
Xero Not Supported
Zapier Supported
Zoom Phone Supported
Show More Integrations
View All 10 Integrations

Integrations

QuickBooks Online Supported
Azuga Not Supported
Bluon Not Supported
Google Business Profile Supported
Profit Rhino Not Supported
QuickBooks Desktop Premier Not Supported
QuickBooks Desktop Pro Not Supported
QuickBooks Enterprise Not Supported
Stripe Supported
ThoughtSpot Not Supported
Xero Supported
Zapier Not Supported
Zoom Phone Not Supported
Show More Integrations
View All 4 Integrations
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