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.
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About
Zip Solutions World Class Field Service Management Software is designed for plumbers, HVAC techs and electricians. We serve residential and commercial service professionals with 3 goals in mind:
1. Simplify Your Office
2. Delight Your Customers
3. Grow Your Business
Our "Good, Better, Best" presentation features bring these goals into focus. Using Zip Solutions' price book tools, techs can build unique packages and options on every call. Service managers can even create pre-built packages for different jobs and customer types. When payment is received, Quickbooks integration puts all your finances in one place.
Features include remote payment, service agreements, technician tracking, inventory management, dispatch boards, custom forms and more. Zip Solutions gives owners and managers more control of their business to reach that next level of success regardless of size.
Sign up for a Demo to learn more about growing your profits and increasing your peace of mind today.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Contractors and field-service businesses interested in a solution to manage scheduling, dispatch, invoicing, payments, and customer history
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Audience
Plumbers, HVACR Service & Install and Electricians
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$499 per month
Free Version
Free Trial
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PricingCall for Details - 636-222-2222
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationWEX Field Service Management
Founded: 2012
United States
www.wexfsm.com
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Company InformationZip Solutions
Founded: 2011
United States
www.zipsolutions.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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
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
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
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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
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
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Integrations
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Azuga
Bluon
Profit Rhino
QuickBooks Desktop Premier
ThoughtSpot
WEBFLEET
Zapier
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Integrations
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Azuga
Bluon
Profit Rhino
QuickBooks Desktop Premier
ThoughtSpot
WEBFLEET
Zapier
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