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.

Pricing

Starting Price:
$69 per month
Free Version:
Free Version available.

Integrations

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Company Information

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

Videos and Screen Captures

WEX Field Service Management Screenshot 1
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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
Cost Database
Change Orders
Takeoff
Project Management

Field Sales

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

Field Service Management

Electronic Signature
Billing & Invoicing
Contract Management
Routing
Service History Tracking
Mobile Access
Customer Database
Quotes / Estimates
Scheduling
Work Order Management
Time Clock
Dispatch Management
Contact Database
Inventory Management
Payment Collection in the Field

HVAC Estimating

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

Plumbing

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

Service Dispatch

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

Tradesman Job Management

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