Audience

Contractors and field-service businesses interested in a solution to manage scheduling, dispatch, invoicing, payments, and customer history

About WEX Field Service Management

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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Pricing

Starting Price:
$499 per month
Free Version:
Free Version available.

Integrations

See Integrations

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

WEX Field Service Management
Founded: 2012
United States
www.wexfsm.com

Videos and Screen Captures

Play Video This shows how the software links every device in your company together in real time. It displays the office dispatch board, the manager's performance metrics, and the tech's mobile GPS map all on one page. Whether you are sitting at a desktop, holding a tablet, or checking a smartphone, everyone sees the exact same schedule and customer info without anyone having to manually copy or sync data. The Boss’s Overview and Smart Reports This gives the boss a quick look at the company’s bottom line without making them dig through paperwork. It combines a natural language search tool called Assist IQ, where you just type a normal question to get an instant bar chart, with easy-to-read boxes showing total revenue, active customers, and invoices. It lays out all your sales, maps, and numbers on one screen so you can easily see if you're making a profit. The Tech’s All-in-One Service Call Screen This puts everything a tech needs for an active job order right on a single smartphone screen. It is built simple so guys out in the elements don't have to keep scrolling or tapping through menus. It keeps the job clock, the customer's address, specific equipment info, a photo of the house, and big, easy buttons to update job status all in one clean view so the tech can focus on the actual work. The "Good, Better, Best" Kitchen Table Estimate This shows the full digital bidding screen you use when standing right in front of the customer. It copies a professional, multi-option paper estimate but does the math for you. The entire view is set up to lay out three different equipment options side-by-side with clear pricing, warranties, and system specs so the homeowner can look at their choices and sign off on the job right on the spot. The Link Between Field Timecards and Office Records This view shows how field work instantly updates the office database with zero paperwork. The whole layout connects what the tech is doing on their phone, like clocking in, viewing their schedule, and driving to jobs, directly into the main office computer. It connects daily timecards, job histories, notes, and maintenance plans on a single screen so the office and the field are always on the same page.
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
24/7 Live Support
Online

WEX Field Service Management Frequently Asked Questions

Q: What kinds of users and organization types does WEX Field Service Management work with?
Q: What languages does WEX Field Service Management support in their product?
Q: What kind of support options does WEX Field Service Management offer?
Q: What other applications or services does WEX Field Service Management integrate with?
Q: What type of training does WEX Field Service Management provide?
Q: How much does WEX Field Service Management cost?

WEX Field Service Management Product Features

Electrical Estimating

Billing & Invoicing
Quotes / Proposals
Change Orders
Cost Database
Project Management
Takeoff

Field Sales

Activity Tracking
CRM
Controlled Access
Dashboard Management
Expense Management
Invoices
Online Payments
Quoting
Reporting / Analytics
Route Optimization
Time Tracker
Visit Scheduling
Workflow Management
Channel Management
Collaboration Tools
Fast Estimates
Inventory Management
Lead / Opportunity Management
Order Management
Territory Management

Field Service Management

Billing & Invoicing
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
Contact Database

HVAC Estimating

Billing & Invoicing
Cost Database
Data Import / Export
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Commercial/Industrial
Equipment Maintenance
Takeoff

Plumbing

Billing & Invoicing
Dispatch Management
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Customer Database
Inventory Control
Work Order Management

Service Dispatch

Billing & Invoicing
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Service History Tracking
Technician Management
Call Center Management
Self Service Portal
Work Order Management

Tradesman Job Management

Contract Management
Dispatch Management
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Customer Database
For Builders
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