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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 ServiceTitan?

ServiceTitan stands out as the top comprehensive software solution designed to assist homeowners with various home services. It provides an extensive array of tools that empower businesses to enhance their lead generation, increase sales conversions, and deliver diverse services. Among its offerings are features for call booking, customer support, dispatch management, marketing initiatives, and seamless financing options. With ServiceTitan, businesses can streamline their operations and improve customer satisfaction effortlessly.

Media

Media

Integrations Supported

QuickBooks Online
Azuga
QuickBooks Desktop Premier
Zoom Phone

Integrations Supported

QuickBooks Online
Agave
Avoca
Axis LMS
Broadly
COZYROC SSIS+ Suite
DualEntry
Nearby Now
Nectar Desk
One Step GPS
ReferPro
ResQ
Sales Ask
Sameday
Schedule Engine
dolfyn
pulseM

API Availability

API Availability

Has API

Pricing Information

$499 per month

Pricing Information

Pricing not provided

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
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

ServiceTitan

Date Founded

2012

Company Location

United States

Company Website

www.servicetitan.com/field-service-management-software

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

Carpet Cleaning

Billing & Invoicing
Customer Management
Dispatch Management
Equipment Tracking
Mobile Access
Online Booking
Scheduling
Work Order Management

Electrical Estimating

Not specified

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

Garage Door

Billing & Invoicing
Contract Management
Customer Management
Dispatch Management
Equipment Tracking
Inventory Management
Job Costing
Scheduling
Warranty Tracking

Home Services

Not specified

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

HVAC Estimating

Billing & Invoicing
Cost Database
Data Import / Export
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing Estimating

Change Orders
Cost Database
Data Import / Export
Overhead Costs Estimating
Quotes / Proposals
Takeoff

Pool Service

Billing & Invoicing
Customer Management
Quotes / Estimates
Routing
Scheduling
Work Order Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Employee Scheduling
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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