B2Field

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.

Skynamo is the only all-in-1 Field Sales Software for manufacturers, wholesalers and distributors. It enables reps to accurately prioritize their account visits, plan their route and day in the most efficient and effective way possible, seamlessly recall and track all client communications, and streamline onsite information gathering and order submission. For management, they gain insight into where their reps are spending their time, what roadblocks are being faced in the field so they can coach around them, and what is leading to success in the field so they can spread that to the entire team. Skynamo sits on top of your accounting, inventory, or ERP solution to provide the sales team with a solution tailored to their day-to-day.