WEX Field Service Management
4.6 out of 5 starsField Complete
5.0 out of 5 starsRatings and Reviews 67 Ratings
Ratings and Reviews 1 Rating
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 Field Complete?
Field Complete stands out as a frontrunner in operational and CRM software, providing a comprehensive solution that empowers businesses with exceptional automation capabilities and a user-friendly, customizable interface. The development of our software involved collaboration with a diverse group of clients, technicians, field staff, and contractors, ensuring that it meets the specific requirements of each user. Our journey began in 2008 during the market downturn, when founder Roman Rusev was forced to pivot his home construction business into a home services enterprise. Recognizing the need for a more efficient business management system as his company expanded, he sought a solution that would integrate seamlessly across various trades. After exploring 15 different software options without success, Roman partnered with industry specialists to craft a tailored solution that truly addresses the challenges faced by professionals in the field. This collaborative effort not only enhanced the functionality of the software but also ensured that it remained adaptable to the evolving needs of its users.
Integrations Supported
QuickBooks Desktop Pro
QuickBooks Online
Azuga
Bluon
Profit Rhino
QuickBooks Desktop Premier
QuickBooks Enterprise
ThoughtSpot
Zapier
Zoom Phone
API Availability
API Availability
Has API
Pricing Information
$499 per month
Pricing Information
$0/month/user
Free for companies up to 10 users!
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Android
iPhone
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / 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
Field Complete
Date Founded
2014
Company Location
United States
Company Website
www.fieldcomplete.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
Carpet Cleaning
Billing & Invoicing
Customer Management
Dispatch Management
Equipment Tracking
Mobile Access
Online Booking
Scheduling
Work Order Management
Cleaning Services
Billing & Invoicing
Client Management
Dispatch Management
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Work Order Management
Contractor Management
Contractor Database
Task Management
Work Hour Tracking
Electrical Contractor
Billing & Invoicing
Commercial / Industrial
Contract Management
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
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Flooring
Not specified
Home Services
Not specified
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
Landscape Management
Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management
Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Plumbing Estimating
Change Orders
Commercial / Industrial
Cost Database
For General Contractor
Overhead Costs Estimating
Quotes / Proposals
Pool Service
Billing & Invoicing
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
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
Not specified