WEX Field Service Management
4.6 out of 5 starsSTACK
4.5 out of 5 starsRatings and Reviews 67 Ratings
Ratings and Reviews 1,498 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 STACK?
Discover software that combines takeoff and estimation for every trade and project seamlessly. If your goal is to save time, avoid expensive estimating errors, and move away from traditional paper plans, you’ve found the right solution. STACK empowers you to work together more effectively and produce more precise estimates, allowing you to focus on what truly matters — enhancing your profitability. Start optimizing your processes today by signing up for a free account!
Integrations Supported
Box
Buildertrend
Dropbox
Evernote
Field Materials
Google Docs
Google Drive
Microsoft Excel
API Availability
API Availability
Has API
Pricing Information
$499 per month
Pricing Information
$0
Free - $0
Pro - $299 per month
Premium - $349 per month
Pro - $299 per month
Premium - $349 per month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux
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
Webinars
Online 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
Stack Construction Technologies
Date Founded
2008
Company Location
Cincinnati, OH
Company Website
www.stackct.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
AI Takeoff
Not specified
Construction Bid Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
Takeoff
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Building Product Database
Calculators
Contract Management
Cost Database
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Takeoff
What-if Analysis
Construction Management
Budget Tracking/Job Costing
CRM
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Mobile Access
Offline Access
Residential
Contractor Management
Task Management
Electrical Contractor
Quotes / Estimates
Electrical Estimating
Cost Database
Quotes / Proposals
Takeoff
Home Builder
Bid Management
Job Costing
Quotes / Estimates
HVAC
Mobile Access
Quotes / Estimates
HVAC Estimating
Commercial/Industrial
Cost Database
Quotes/Proposals
Takeoff
Landscape Management
Quotes / Estimates
Plumbing
Quotes / Estimates
Plumbing Estimating
Commercial / Industrial
Cost Database
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff
Preconstruction
Not specified
Residential Construction Estimating
Bid Management
Building Product Database
Quote Management
Takeoff
Roofing
Aerial Measurement
Commercial / Industrial
Quotes / Estimates
Subcontractor
Not specified
Takeoff
Assembly Takeoff
Electronic Plans
Elevation Checking
Error Checking
Slope Routines