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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 Service Manager?
Developed by Shining Brow Software, The Service Manager stands out as a state-of-the-art platform that provides organizations of any scale with exceptional control over their field service operations and job costing capabilities. Specifically designed for businesses engaged in the installation, support, servicing, and upkeep of assets, The Service Manager equips users with the tools to efficiently manage customer information, monitor service histories, coordinate and allocate tasks, track expenses, manage service contracts, create estimates, issue invoices, and undertake various other essential functions. Its primary features include preventative maintenance, contract management, service order tracking, quote generation, visual dispatching, and streamlined resource scheduling, offering a holistic approach to service management. This software not only boosts operational effectiveness but also enables teams to provide outstanding customer service, making it an invaluable asset for businesses aiming to improve their service delivery. Additionally, it helps in fostering stronger relationships with clients by ensuring that their needs are met in a timely and organized manner.
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
$795.00/one-time
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
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
Not specified
Company Facts
Organization Name
WEX Field Service Management
Date Founded
2012
Company Location
United States
Company Website
www.wexfsm.com
Company Facts
Organization Name
Shining Brow Software
Date Founded
2003
Company Location
United States
Company Website
www.shiningbrowsoftware.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 Service Management
Billing & Invoicing
Contact Database
Customer Database
Inventory Management
Payment Collection in the Field
Scheduling
Service History Tracking
Time Clock
Work Order Management
Resource Scheduling
Not specified
Service Dispatch
Billing & Invoicing
Call Center Management
Customer Database
Job Management
Job Tracking
Scheduling
Service History Tracking
Work Order Management
Tradesman Job Management
Not specified