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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 SimpliField?

SimpliField offers a comprehensive mobile solution that merges retail operations, communication, and sophisticated performance analytics into one platform. This innovative tool enables businesses to conduct real-time, thorough analysis and enhancement of their processes like never before. With a strong reputation, SimpliField serves more than 130 global retailers and brands, managing operations across 400,000 stores in 65 different countries. By utilizing SimpliField, these businesses can consistently deliver outstanding experiences for both customers and employees on a daily basis. To discover further details about its features and benefits, check out simplifield.com.

Media

Media

Integrations Supported

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

Integrations Supported

ADP DataCloud
BMC AMI Ops
Google
NetSuite
SAP CRM
Salesforce
Seismic Learning
ServiceNow
Zebra BI
Zoom

API Availability

API Availability

Has API

Pricing Information

$499 per month

Pricing Information

$30.00/month/user

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

Company Facts

Organization Name

WEX Field Service Management

Date Founded

2012

Company Location

United States

Company Website

www.wexfsm.com

Company Facts

Organization Name

SimpliField

Date Founded

2013

Company Location

France

Company Website

www.simplifield.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

Field Sales

Activity Tracking
Collaboration Tools
Dashboard Management
Inventory Management
Reporting / Analytics
Territory Management
Visit Scheduling
Workflow Management

Field Service Management

Contact Database
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Scheduling
Service History Tracking

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management

Retail Management

CRM
Commission Management
Employee Management
Merchandise Management
Multi-Location
Order Management
Reporting/Analytics

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