WEX Field Service Management
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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 Contractor WorkZone?
You can oversee your back office operations right from your own seat. By managing your business on-site, you can eliminate paperwork and enhance efficiency. Our construction management application is designed to save you both time and money.
We convert traditional construction documents into a digital format, making them easier to locate and organize. You can conveniently attach and access various items like quotes, estimates, purchase orders, site diaries, daily reports, change orders, invoices, and more from a single project link.
Enjoy the solo level of our app completely free for as long as you need, allowing you to store unlimited projects and documents on one device. If you want access to additional features, you can easily upgrade by subscribing to any of our paid plans for a two-week trial.
If you have concerns about adapting to new technology or implementing new workflows, we have the ideal solution for you. Contractor WorkZone is a user-friendly, customizable application that empowers you to manage your small business remotely, utilizing your smartphone, tablet, or computer, all while maintaining a straightforward approach to construction management. This flexibility enables you to adapt to your unique work environment seamlessly.
Integrations Supported
QuickBooks Online
Azuga
Bluon
Profit Rhino
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
ThoughtSpot
Integrations Supported
QuickBooks Online
QuickBooks Online Advanced
Xero
API Availability
API Availability
Pricing Information
$499 per month
Pricing Information
$0
Free Solo level available for users on one device; Paid subscription levels tiered based on user number. All subscriptions managed directly in Apple App store/Google Play.
Free Version
Free Trial Offered?
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
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Webinars
Online 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
Trimble
Date Founded
1978
Company Location
United States
Company Website
contractorworkzone.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
Construction Change Order
Not specified
Construction Management
Change Orders
Commercial
Contract Management
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets
Electrical Contractor
Billing & Invoicing
Commercial / Industrial
Contract Management
Electronic Signature
Mobile Access
Quotes / Estimates
Time Tracking
Work Order Management
Electrical Estimating
Billing & Invoicing
Change Orders
Project Management
Quotes / Proposals
Handyman
Billing & Invoicing
Electronic Signature
Quotes / Estimates
Time Tracking
Work Order Management
Home Builder
Accounting Management
CRM
Home Services
Not specified
HVAC
Billing & Invoicing
Job Management
Mobile Access
Quotes / Estimates
Work Order Management
HVAC Estimating
Billing & Invoicing
Commercial/Industrial
Quotes/Proposals
Plumbing
Billing & Invoicing
Job Management
Mobile Access
Quotes / Estimates
Work Order Management
Plumbing Estimating
Change Orders
Commercial / Industrial
Remodeling Estimating
Quote Management
Roofing
Billing & Invoicing
Commercial / Industrial
Photo Capture
Quotes / Estimates