WEX Field Service Management Reviews & Ratings

WEX Field Service Management

4.6 out of 5 stars
Company Website for WEX Field Service Management
GeoOp Reviews & Ratings

GeoOp

5.0 out of 5 stars

Ratings and Reviews 67 Ratings

Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 4 out of 5 stars
design 5 out of 5 stars
support 4 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 GeoOp?

GeoOp is a comprehensive job management tool designed for small businesses, enabling them to optimize their daily operations. With this software, companies can save an impressive 14 hours each week on administrative tasks, secure more jobs, and accelerate their payment processes. GeoOp streamlines various functions, including job assignments, invoice and quote generation, timesheet management, and accounting software integration. By replacing outdated and cumbersome paper-based methods, GeoOp empowers businesses to enhance efficiency significantly. It stands out as a cutting-edge application tailored for Trade and Home/Field Service sectors, allowing users to oversee quotes, schedule jobs, monitor job progress, issue invoices, and receive payments more promptly. Notably, GeoOp simplifies the management of manual processes by facilitating the entry of client and job details just once, enabling seamless tracking from quotation to payment, thus cutting down on paperwork and administration by as much as 14 hours weekly. Furthermore, this innovative platform not only aids in operational efficiency but also enhances overall business productivity and customer satisfaction.

Media

Media

Integrations Supported

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

Integrations Supported

MYOB AccountRight
QuickBooks Accountants
Xero

API Availability

API Availability

Pricing Information

$499 per month

Pricing Information

$17 per user per month
Starter
Perfect for businesses with a smaller number of jobs per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

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
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

Geo

Date Founded

2019

Company Location

Australia

Company Website

try.geoop.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

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Mobile Access
Online Payments
Recurring Appointments

Billing and Invoicing

Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Project Billing
Tax Calculator

Carpet Cleaning

Billing & Invoicing
Scheduling

Electrical Estimating

Not specified

Employee Scheduling

Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking

Field Sales

Not specified

Field Service Management

Billing & Invoicing
Contact Database
Dispatch Management
Electronic Signature
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Scheduling
Work Order Management

HVAC Estimating

Not specified

Locksmith

Billing & Invoicing
GPS Tracking
Mobile Access
Payment Processing
Scheduling
Work Order Management

Pest Control

Not specified

Plumbing Estimating

Not specified

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Employee Scheduling
Multi-Location
Real-time Scheduling
Resource Scheduling

Security System Installer

Billing & Invoicing
Customer Management
Document Imaging
Inventory Management
Job Costing
Quotes / Estimates
Scheduling
Work Order Management

Service Dispatch

Billing & Invoicing
Customer Database
Job Management
Mobile Access
Service History Tracking

Time and Expense

Not specified

Tradesman Job Management

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

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