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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 Smart Service?

Step into a new era of operational efficiency with Smart Service, an all-encompassing software platform designed for field service scheduling that functions seamlessly on both desktop and mobile devices. This versatile application equips modern service companies with the tools to effortlessly oversee scheduling, dispatching, routing, equipment tracking, invoicing, inventory control, and workforce management. Furthermore, it provides smooth integration with QuickBooks, enhancing financial management and positioning it as a crucial asset for thriving in today’s competitive market. By utilizing Smart Service, you can transform your operational processes and significantly boost your productivity levels, ensuring your business stays ahead of the curve. In an ever-evolving industry, having the right tools can make all the difference in achieving sustained success.

Media

Media

Integrations Supported

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

Integrations Supported

QuickBooks Online
Dropbox
Google Calendar
QuickBooks Online Advanced

API Availability

API Availability

Pricing Information

$499 per month

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

Android
iPhone
iPad
Windows

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
On-Site 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

My Service Depot

Date Founded

1992

Company Location

United States

Company Website

www.smartservice.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

Appliance Repair

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

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

Lawn Care

Billing & Invoicing
Contract Management
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

Locksmith

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

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

Service Dispatch

Billing & Invoicing
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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