WEX Field Service Management
4.6 out of 5 starsGeoOp
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 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 By replacing outdated and cumbersome paper-based methods, GeoOp empowers businesses to enhance efficiency significantly.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.
Integrations Supported
Azuga
Bluon
Profit Rhino
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
ThoughtSpot
Integrations Supported
MYOB AccountRight
QuickBooks Accountants
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
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 Communication Tools
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