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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 The New Flat Rate?
As a contractor in the plumbing, electrical, or HVAC sectors, what obstacles does your operation encounter? Are you facing challenges with variable pricing? Do your technicians feel discontent about the pressure to upsell services? You might also be experiencing closing rates that fall short of your expectations, or you could be concerned that you are overlooking potential profits. Considering these challenges, what strategies can you implement to address these issues and improve the overall quality of life for yourself, your family, your clients, and your workforce? The New Flat Rate provides an all-encompassing solution tailored to your business's needs. By utilizing well-structured service menus, your technicians can prioritize delivering high-quality service without the burden of upselling, which allows them to focus solely on their work rather than your financial outcomes. This method alleviates the awkwardness of discussing costs on-site, creating a smoother experience for everyone involved. Consequently, this fosters complete customer satisfaction and cultivates a more positive work atmosphere for your technicians, ultimately contributing to a thriving business and a stronger community presence.
Integrations Supported
Azuga
Bluon
Profit Rhino
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
ThoughtSpot
Zapier
Zoom Phone
Integrations Supported
API Availability
API Availability
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
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
The New Flat Rate
Date Founded
2011
Company Location
United States
Company Website
thenewflatrate.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
Electrical Contractor
Mobile Access
Quotes / Estimates
Work Order Management
Electrical Estimating
Not specified
HVAC
Job Management
Mobile Access
Quotes / Estimates
Work Order Management
HVAC Estimating
Data Import / Export
Plumbing
Job Management
Mobile Access
Quotes / Estimates
Work Order Management
Plumbing Estimating
Not specified