Autopilot

Service Autopilot is a complete business management platform that helps service companies work less and grow faster through automation. It centralizes scheduling, routing, invoicing, payments, and client management so owners can run their entire operation from one system. With one-click job routing, instant invoicing, GPS tracking, and mobile tools for field workers, teams stay connected and productive all day long. Automations is the engine behind Service Autopilot, allowing businesses to set workflows that handle follow-ups, reminders, estimates, billing, and other repetitive tasks automatically. Owners gain full visibility into daily cash flow, expenses, and job performance, helping them stay organized and profitable. Whether you're managing 10 clients or 10,000, Service Autopilot equips service businesses with the tools they need to scale confidently.

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.