WEXFSM
WEX Field Service Management (FSM) is a comprehensive solution designed specifically for HVAC and plumbing contractors to streamline their entire workflow.
Our verdict
Who it's for
All-in-one field service management software for HVAC and plumbing contractors.
Who should look elsewhere
Specific pricing details are not publicly available and require a demo.
Pros
- +Consolidates over 20 applications into one solution, reducing complexity.
- +Significantly saves time by automating workflows and eliminating double data entry.
- +Enhances revenue generation through integrated financing and recurring service plans.
- +Provides real-time visibility into business operations and technician activity.
- +Offers strong customer support with immediate answers.
Cons
- −Specific pricing details are not publicly available and require a demo.
- −Primarily focused on HVAC and plumbing, which might limit its applicability for other trades.
Key features
- ✓Scheduling and dispatching with drag-and-drop functionality
- ✓Real-time location tracking and GIS tracking
- ✓Digital proposal creation with integrated financing
- ✓Mobile payments and recurring payment plans
- ✓QuickBooks synchronization
- ✓Advanced reporting and dashboards
- ✓Customer history and job notes management
- ✓Equipment tracking
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Free | — | month | Debit & Credit Card Processing; Mobile Card Readers & Online Pay; Multi-Lender Financing |
| Payment Options | $69 | month | Debit & Credit Card Processing; Mobile Card Readers & Online Pay; Multi-Lender Financing |
| Enterprise | — | month | Everything in Payment Options; Customer Appointment Notifications; Drag & Drop Schedule |
| Unlimited | — | month | Everything in Payment Options; Everything in Enterprise; Unlimited Users |