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What is WEX Field Service Management?

WEX FSM is a cutting-edge cloud platform that aims to streamline all aspects of a contractor's business operations, ranging from scheduling and dispatching to invoicing, payments, and customer management. By consolidating various workflows into a single system, it enables technicians, office staff, and clients to collaborate seamlessly, bolstered by features like real-time location tracking, user-friendly drag-and-drop scheduling, optimized dispatch routing, and a thorough customer history that documents job specifics, equipment information, notes, and images. The system also simplifies the creation of quotes and proposals, manages pricing catalogs, and offers instant mobile invoicing and payment capabilities. With functionalities that support recurring service agreements, provide flexible financing options, and include integrated payment processing, WEX FSM enhances cash flow by reducing the time spent on invoicing and collections. Additionally, it integrates smoothly with accounting software such as QuickBooks and offers extensive reporting and analytics tools that deliver critical business insights. A dedicated mobile app further equips field technicians to manage their duties effectively and collect payments on-site, ultimately allowing contractors to thrive in a competitive environment. As a result, WEX FSM not only boosts operational efficiency but also empowers businesses to grow and adapt in an ever-evolving marketplace.

What is Albi?

Introducing a forward-thinking platform designed specifically for restoration contractors to efficiently manage their restoration jobs. Understanding that contractors are often on the go, Albi prioritizes mobile functionality to enhance user experience. • Capture an unlimited number of photos simultaneously without the hassle of clicking through multiple screens. • Easily upload countless photos directly from your mobile device. • Organize and tag photos for better management. • Access a fast search feature to sort through photos swiftly. • Generate PDF reports featuring your photo documentation. • Design sketches for drying chambers with ease. • Map out equipment locations and moisture measurement points. • Document photos taken within drying chambers. • Monitor moisture readings over time for comprehensive tracking. • Produce PDF reports that illustrate the progress of drying. • Compile lists for equipment, vehicles, and job locations. • Efficiently assign equipment to specific projects, vehicles, and locations. • Instantly view the location of all your equipment at a glance, ensuring optimal management. This robust mobile platform is tailored to streamline your workflow, making job management more intuitive and efficient than ever before.

Media

Media

Integrations Supported

QuickBooks Online
Azuga
CompanyCam
EagleView
Encircle
Profit Rhino
QuickBooks Online Advanced
SendGrid
Twilio
Zapier
Zoom Phone

Integrations Supported

QuickBooks Online
Azuga
CompanyCam
EagleView
Encircle
Profit Rhino
QuickBooks Online Advanced
SendGrid
Twilio
Zapier
Zoom Phone

API Availability

Has API

API Availability

Has API

Pricing Information

$69 per month
Free Trial Offered?
Free Version

Pricing Information

$60 / month per user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WEX Field Service Management

Date Founded

2012

Company Location

United States

Company Website

www.wexfsm.com

Company Facts

Organization Name

Albiware

Date Founded

2019

Company Location

United States

Company Website

albiware.com

Categories and Features

Electrical Estimating

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

Field Sales

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

Field Service Management

Billing & Invoicing
Contact Database
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

HVAC Estimating

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

Plumbing

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

Service Dispatch

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

Tradesman Job Management

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

Categories and Features

Restoration Management

Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration

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