Ratings and Reviews 67 Ratings
Ratings and Reviews 22 Ratings
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 Housecall Pro?
Housecall Pro is an all-encompassing solution designed to assist service professionals in managing their daily operations seamlessly, offering features like job scheduling, a customer database, invoicing, payment processing, and technician dispatch, among others. Additionally, it provides full integration with the Housecall consumer booking app, making it easier for clients to book services. This comprehensive tool allows users to manage their entire business directly from their smartphone and associated web portal. Furthermore, it is available at an affordable price point, ensuring that service professionals can access vital resources without breaking the bank. With integrations for QuickBooks Desktop and Online, Housecall Pro truly streamlines the workflow for service-oriented businesses.
Integrations Supported
QuickBooks Online
Zapier
Azuga
QuickBooks Desktop Pro
Integrations Supported
QuickBooks Online
Zapier
AccessOwl
Agave
Force Fleet Tracking
Levitate
NiceJob
Ply
API Availability
API Availability
Pricing Information
$499 per month
Pricing Information
$59.00/month
Basic: $59/mo
Essentials: $149/mo
MAX Contact for price
Essentials: $149/mo
MAX Contact for price
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
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
Housecall Pro
Date Founded
2013
Company Location
United States
Company Website
www.housecallpro.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
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
Billing and Invoicing
Billing Portal
Contact Database
Customizable Invoices
Dunning Management
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Business Management
Billing & Invoicing
CRM
Employee Management
Marketing Management
Point of Sale (POS)
Time & Expense Tracking
Cleaning Services
Billing & Invoicing
Client Management
Dispatch Management
Job Management
Mobile Access
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management
Construction Accounting
Not specified
Electrical Contractor
Not specified
Electrical Estimating
Not specified
Employee Scheduling
Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Payroll Management
Reporting/Analytics
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking
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
Billing & Invoicing
Customer Database
Dispatch Management
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
Job Management
Landscape Design
Mobile Access
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management
Pest Control
Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Mobile Access
Quotes / Estimates
Scheduling
Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Proposal Management
Scheduling
Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Employee Scheduling
Group Scheduling
Online Scheduling
Payment Processing
Real-time Scheduling
Room Booking Management
Service Dispatch
Billing & Invoicing
Contract Management
Customer Database
Job Management
Job Tracking
Mobile Access
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
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
Work Order
Contract Management
Customer Database
Dispatch Management
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management
Workforce Management
Budgeting & Forecasting
Scheduling
Time & Attendance
Variable Workforce