WEXFSM
UnclaimedAll-in-one field service management software for HVAC and plumbing contractors.
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TL;DR - WEXFSM
- Manages end-to-end field service operations from scheduling to payments.
- Boosts sales with digital proposals, financing, and recurring payment plans.
- Improves cash flow through mobile payments and QuickBooks integration.
Pricing: Free plan available
Best for: Growing teams
Pros & Cons
Pros
- Consolidates over 20 applications into one solution, reducing complexity.
- Significantly saves time by automating workflows and eliminating double data entry.
- Enhances revenue generation through integrated financing and recurring service plans.
- Provides real-time visibility into business operations and technician activity.
- Offers strong customer support with immediate answers.
Cons
- Specific pricing details are not publicly available and require a demo.
- Primarily focused on HVAC and plumbing, which might limit its applicability for other trades.
Key Features
Scheduling and dispatching with drag-and-drop functionalityReal-time location tracking and GIS trackingDigital proposal creation with integrated financingMobile payments and recurring payment plansQuickBooks synchronizationAdvanced reporting and dashboardsCustomer history and job notes managementEquipment tracking
Pricing Plans
Free
Free
- Debit & Credit Card Processing
- Mobile Card Readers & Online Pay
- Multi-Lender Financing
- Instant Loan Application
- Mobile Check Imaging
- ACH Recurring Payments
Payment Options
$69/mo
- Debit & Credit Card Processing
- Mobile Card Readers & Online Pay
- Multi-Lender Financing
- Instant Loan Application
- Mobile Check Imaging
- ACH Recurring Payments
Enterprise
Contact us
- Everything in Payment Options
- Customer Appointment Notifications
- Drag & Drop Schedule
- Dispatching & Navigation
- Invoicing
- Job Costing
- Pricebook
- Digital Parts & Equipment Pricebooks
- Proposals
- Proposal comparisons
- Integrated Financing
- Equipment Tracking
- Maintenance Plans
- Employee Time Tracking
- Electronic Purchase Orders
- QuickBooks Online + Desktop Sync
- Data Loading
Unlimited
Contact us
- Everything in Payment Options
- Everything in Enterprise
- Unlimited Users
About WEXFSM
By Toolradar Team·
WEX Field Service Management (FSM) is a comprehensive solution designed specifically for HVAC and plumbing contractors to streamline their entire workflow. It integrates scheduling, dispatch, invoicing, and payments into a single platform, eliminating manual data entry and improving operational efficiency. The software provides real-time visibility into field operations, enabling contractors to manage customer records, track job progress, and optimize technician routes.
Beyond operational management, WEX FSM empowers businesses to boost sales and improve cash flow. It facilitates the creation of professional digital proposals with integrated financing options, helps set up recurring payment plans for steady revenue, and offers on-the-spot mobile payment processing. With features like QuickBooks sync and advanced reporting, it provides a holistic view of business performance, helping contractors make informed decisions and scale their operations.
This solution is ideal for contractors looking to reduce administrative burden, enhance communication between office and field teams, increase job capacity without adding staff, and secure their financial health through efficient payment collection and revenue generation strategies.
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WEXFSM FAQ
How does WEX FSM help contractors manage customer records and job history?
WEX FSM provides a comprehensive view of customer history, including installed equipment, job notes, and photos from previous visits. This allows technicians to execute jobs more efficiently and ensures all relevant information is accessible for future services and customer interactions.
Can WEX FSM integrate with existing accounting software, specifically QuickBooks?
Yes, WEX FSM offers seamless synchronization with QuickBooks. This integration eliminates the need for double-entry, ensuring financial data is consistent across both platforms and providing real-time financial reporting for better cash flow control.
What specific tools does WEX FSM offer to help increase sales and secure future revenue?
WEX FSM includes features like instant digital proposal creation with integrated financing options to close more jobs on the spot. It also supports setting up recurring payment plans and maintenance agreements, providing automated reminders for renewals and future services to ensure a steady revenue stream.
How does WEX FSM optimize technician scheduling and dispatching in the field?
The platform offers drag-and-drop scheduling, custom coverage zones, and dispatch groups to optimize technician assignments. It also includes real-time appointment status updates and GIS tracking to help dispatchers manage unassigned service requests and ensure efficient routing for each technician.
Beyond HVAC and plumbing, are there other specific trades that WEX FSM is designed to support?
While WEX FSM is primarily built for HVAC and plumbing contractors, its core field service management functionalities like scheduling, dispatch, invoicing, and payment processing could be beneficial for other service-based trades. However, its specialized features like integrated financing and pricebook options are tailored to the specific needs of the HVAC and plumbing industries.
Source: wexfsm.com