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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Buildxact is an easy-to-use construction management and estimating platform built for residential builders and remodelers. From takeoffs to quoting to scheduling, streamline your entire workflow in one cloud-based tool.
Now featuring Blu, your AI-powered digital assistant trained on real residential projects. Blu helps you quote faster, avoid errors, and work hands-free using natural language. Key tools include:
Assembly Assistant - Use real-time pricing and templates to build smarter estimates
Estimate Reviewer - Catch mistakes and common errors before they cost you
Takeoff Assistant - Measure and scale digital plans in minutes
Estimate Generator - Create full estimates and complete quotes from scratch
Stay on schedule with drag-and-drop timelines, real-time material pricing, and a customer portal that keeps everyone in sync—from the office to the job site.
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PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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