WEX Field Service Management Reviews & Ratings

WEX Field Service Management

4.6 out of 5 stars
Company Website for WEX Field Service Management

Ratings and Reviews 67 Ratings

Ratings and Reviews 64 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

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 BuildOps?

Comprehensive operational software designed specifically for commercial contractors encompasses everything from service tasks to project management and beyond! Make Informed, Data-Driven Choices Utilizing automated real-time reporting, your data actively supports your decisions. This allows managers to pinpoint trends, keep tabs on technician performance, and uncover potential revenue streams. Deliver an Exceptional Customer Experience Accelerate the approval process for customers by providing complete job histories. You can attach images, videos, PDFs, and personalized forms directly to work orders, ensuring clarity on the tasks that have been accomplished. Effortlessly Link Your Office with Technicians Enhance efficiency and minimize mistakes. BuildOps streamlines work orders, customer information, invoices, and more — facilitating seamless communication from the office to the field and back again. Whether you need software for commercial HVAC, electrical, or plumbing services, BuildOps adapts to your operations while enhancing communication and coordination. In addition to improving your revenue and maximizing profits, BuildOps fosters a stronger connection between field operations and back-office functions, ensuring a more integrated workflow.

Media

Media

Integrations Supported

QuickBooks Online
Azuga
Bluon
Profit Rhino
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
ThoughtSpot
Zapier
Zoom Phone

Integrations Supported

QuickBooks Online
DataXchange
Miter
Pelles AI
QuickBooks Online Advanced
Sage Intacct
Viewpoint Spectrum
Viewpoint Vista
hh2

API Availability

API Availability

Pricing Information

$499 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

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

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

BuildOps

Date Founded

2018

Company Location

United States

Company Website

buildops.com

Categories and Features

Electrical Estimating

Billing & Invoicing
Cost Database
Quotes / Proposals

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

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

Home Services

Not specified

HVAC Estimating

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

Plumbing

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

Service Dispatch

Billing & Invoicing
Contract Management
Customer Database
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Subcontractor

Not specified

Tradesman Job Management

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

Categories and Features

Appliance Repair

Not specified

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction ERP

Not specified

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Subcontractor Management
Timesheets

Construction Scheduling

Bid Management
Change Orders
Job Scheduling
Project Scheduling
Rescheduling
Staff Calendar
Task Management

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Field Service Management

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

Fire Inspection

Not specified

Fixed Asset Management

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

HVAC

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

Paving and Asphalt

Not specified

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

Project Management

Not specified

Service Dispatch

Not specified

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
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Scheduling
Task Management

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