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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 PowerOps?

PowerOps is a cloud-driven platform specifically crafted for managing field services within generator servicing enterprises. It adeptly consolidates extensive information related to clients, locations, generators, automatic transfer switches (ATS), and uninterruptible power supplies (UPS), and includes features such as dispatching, work orders, quotes, preventive maintenance schedules, service documentation, and invoicing. While administrative staff concentrate on organizing schedules and tracking service histories, technicians can use a mobile app to view their assigned tasks, complete inspection checklists, record measurements, capture images, document observations, and secure customer signatures. The system is specifically designed for workflows associated with generators, which include NFPA 110 monthly checklists, load bank testing, and inspections of transfer switches. Service records can be generated into PDF reports for convenient access and distribution. Additionally, the software supports tracking equipment, maintaining recurring maintenance schedules, and overseeing customer and service agreement records, while also linking with QuickBooks Online to optimize the coordination between office management and field activities. This ultimately leads to improved efficiency for service teams in providing excellent customer care. By integrating all necessary facets of service management, this robust tool not only enhances productivity but also promotes a cohesive operational framework. Moreover, its user-friendly interface ensures that both office staff and technicians can navigate the system with ease, further streamlining service processes.

Media

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

Flat monthly company pricing includes all live modules, unlimited office and field users, onboarding, and support; no per-seat or implementation fee.
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

Standard 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

PowerOps

Company Location

United States

Company Website

powerops.io

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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Popular Alternatives

No Alternatives
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