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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 JobGuard?

JobGuard is an innovative application tailored for sole traders and small trade businesses in the UK, enabling seamless quoting, approval of extra work, and invoicing through both web and Android platforms. This user-friendly system empowers users to create quotes by incorporating images and providing descriptions via text or voice, allowing them to review estimated price ranges before finalizing amounts for clients. Clients can conveniently sign off on quotes and approve additional work simply by clicking a link and entering a PIN, eliminating the need for them to create an account. Each change made can include detailed photos, project scope, and pricing, with a timestamped approval securely recorded within the job's history. Invoices are automatically generated based on the initial quote, approved extras, and incoming payments while adhering to UK VAT and CIS regulations. The job records gather all pertinent materials, such as images, notes, receipts, and approvals, for straightforward reference. The Team plan further enriches the user experience by incorporating site reports from workers and a shared calendar for improved organization. Moreover, a free plan is available, allowing users to manage up to two jobs without any need for payment information, making JobGuard an accessible choice for those embarking on new ventures or handling smaller projects. This flexibility ensures that users can efficiently manage their operations without financial barriers.

Media

Media

Integrations Supported

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

Integrations Supported

WhatsApp

API Availability

API Availability

Pricing Information

$499 per month

Pricing Information

£0
The free plan covers up to two jobs. Invoices is £6 per month or £59 for 12 months (one payment, no automatic renewal). Pro is £29 per month or £290 for 12 months. Team is £79 per month or £790 for 12 months and includes the owner plus up to five workers. Prices are in GBP.
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android

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

Documentation Hub

Company Facts

Organization Name

WEX Field Service Management

Date Founded

2012

Company Location

United States

Company Website

www.wexfsm.com

Company Facts

Organization Name

Vedalo Ltd

Company Location

United Kingdom

Company Website

www.jobguard.uk

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

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