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

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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 Full Collar?

Full Collar is an innovative cloud solution crafted specifically for home service providers and independent contractors, simplifying the tasks of quoting, scheduling, and invoicing within one comprehensive platform. This application allows service teams to manage their workflow efficiently from the very first estimate to the collection of final payments. It includes features like automated job reminders and follow-up emails for overdue invoices, along with easy calendar synchronization. Moreover, Full Collar supports integration with QuickBooks and offers Stripe payment processing, enabling businesses to connect their job management with payment systems seamlessly. All of these functionalities are available without requiring premium tiers, and users can benefit from a free trial, with subscription options starting at just $20 per month. Specifically aimed at helping businesses create quotes, manage job schedules, and invoice clients, Full Collar is a powerful tool for enhancing operational productivity. Its intuitive interface and extensive features empower service providers to concentrate more on their core work and less on administrative duties, ultimately leading to improved service delivery and customer satisfaction. By streamlining various processes, it helps users maximize their time and resources effectively.

Media

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Integrations Supported

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

Integrations Supported

QuickBooks Online
Stripe

API Availability

API Availability

Pricing Information

$499 per month

Pricing Information

$20/month
Plans start at $20/month. All features are available without premium feature tiers. A free trial is available.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

WEX Field Service Management

Date Founded

2012

Company Location

United States

Company Website

www.wexfsm.com

Company Facts

Organization Name

Full Collar

Date Founded

2016

Company Location

United States

Company Website

www.fullcollar.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

Home Services

Not specified

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