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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Many of our customers have eliminated 8+ hours per day in redundant office work and saved thousands of dollars per month in fuel because of the automations you can leverage with Pocomos and our routing tools.
Effortlessly keep track of your one-time and recurring jobs with our job pool and drag-and-drop scheduling tools.
See your schedule, complete jobs, sign up new customers, and track chemicals from the convenience of your mobile device.
Automate service notifications, follow-up messages, collection notices, review requests, and many other daily tasks to simplify running your business.
Post payments, resend emails, upload and send attachments, two-way text, and much more from a powerful customer account.
Use our Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards to manage your Door-to-Door efforts.
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RepCard
RepCard is field sales software built for door-to-door and outside sales teams in home services. It's a Sales Operating System that replaces the fragmented stack of canvassing apps, recruiting tools, CRMs, and marketing platforms with one system.
Teams use RepCard to recruit& onboard reps, manage territories and field activity in real time, track leads through the full pipeline, and run follow-up from the same platform.
Core capabilities include rep recruiting and onboarding workflows, field sales management with real-time activity tracking, lead capture and pipeline management, digital business cards with personalized video intros, sales performance analytics and leaderboards, and automated customer follow-up.
RepCard serves roofing, solar, pest control, HVAC, and home services companies with field sales teams of 3 to 100+ reps. Built by former D2D sales managers, it's the all-in-one field sales management alternative to running your operation across five disconnected apps.
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