WEX Field Service Management Reviews
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Average Ratings 67 Ratings

Description

Your central hub for everything, from job sheets to invoices, quotations, and CRM. Clik Service makes it easy to manage and streamline every aspect of every job. Clik Service is your all-in-one platform for job management, scheduling, planned maintenance, inventory management, Invoicing, quoting and more. Track jobs from start to finish and schedule them. When engineers are out on the field, send jobs to them and receive updates when work is complete or a quote has been accepted. You can assign the right jobs to the right engineers at the right time. You can create bespoke reports that provide you with the most recent stats on jobs or financials. Find trends and gain valuable insights into every area of your business.

Description

WEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Play Video clik service job management clik service reporting clik service scheduling See more

Screenshots View All

Play Video This shows how the software links every device in your company together in real time. It displays the office dispatch board, the manager's performance metrics, and the tech's mobile GPS map all on one page. Whether you are sitting at a desktop, holding a tablet, or checking a smartphone, everyone sees the exact same schedule and customer info without anyone having to manually copy or sync data. The Boss’s Overview and Smart Reports This gives the boss a quick look at the company’s bottom line without making them dig through paperwork. It combines a natural language search tool called Assist IQ, where you just type a normal question to get an instant bar chart, with easy-to-read boxes showing total revenue, active customers, and invoices. It lays out all your sales, maps, and numbers on one screen so you can easily see if you're making a profit. The Tech’s All-in-One Service Call Screen This puts everything a tech needs for an active job order right on a single smartphone screen. It is built simple so guys out in the elements don't have to keep scrolling or tapping through menus. It keeps the job clock, the customer's address, specific equipment info, a photo of the house, and big, easy buttons to update job status all in one clean view so the tech can focus on the actual work. The "Good, Better, Best" Kitchen Table Estimate This shows the full digital bidding screen you use when standing right in front of the customer. It copies a professional, multi-option paper estimate but does the math for you. The entire view is set up to lay out three different equipment options side-by-side with clear pricing, warranties, and system specs so the homeowner can look at their choices and sign off on the job right on the spot. The Link Between Field Timecards and Office Records This view shows how field work instantly updates the office database with zero paperwork. The whole layout connects what the tech is doing on their phone, like clocking in, viewing their schedule, and driving to jobs, directly into the main office computer. It connects daily timecards, job histories, notes, and maintenance plans on a single screen so the office and the field are always on the same page. See more

Integrations

QuickBooks Online Yes 
Azuga No 
Bluon No 
Clik Cert Yes 
Clik Jobs Yes 
Clik Remote Yes 
Google Maps Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
Profit Rhino No 
QuickBooks Desktop Premier No 
QuickBooks Desktop Pro No 
QuickBooks Enterprise No 
ThoughtSpot No 
Xero Yes 
ZARUS Yes 
Zapier No 
Zoom Phone No 
Show More Integrations
Explore All 12 Integrations

Integrations

QuickBooks Online Yes 
Azuga Yes 
Bluon Yes 
Clik Cert No 
Clik Jobs No 
Clik Remote No 
Google Maps No 
Microsoft Outlook No 
Microsoft SharePoint No 
Microsoft Teams No 
Profit Rhino Yes 
QuickBooks Desktop Premier Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Enterprise Yes 
ThoughtSpot Yes 
Xero No 
ZARUS No 
Zapier Yes 
Zoom Phone Yes 
Show More Integrations
Explore All 10 Integrations

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$499 per month
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Clik

Founded

2000

Country

United Kingdom

Website

www.cliksoftware.com/products/clik-service/

Vendor Details

Company Name

WEX Field Service Management

Founded

2012

Country

United States

Website

www.wexfsm.com

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock No 
Work Order Management Yes 

Tradesman Job Management

Contract Management Yes 
Customer Database Yes 
Dispatch Management No 
For Builders Yes 
For Electricians Yes 
For Field Service Businesses Yes 
For HVAC Yes 
For Plumbers Yes 
For Roofers Yes 
Invoicing Yes 
Job Tracking Yes 
Payments No 
Quoting Yes 
Reporting Yes 
Scheduling Yes 
Time Tracking No 

Product Features

Electrical Estimating

Billing & Invoicing Yes 
Change Orders No 
Cost Database Yes 
Project Management No 
Quotes / Proposals Yes 
Takeoff No 

Field Sales

Activity Tracking Yes 
CRM Yes 
Channel Management No 
Collaboration Tools No 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management Yes 
Fast Estimates No 
Inventory Management No 
Invoices Yes 
Lead / Opportunity Management No 
Online Payments Yes 
Order Management No 
Quoting Yes 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management No 
Time Tracker Yes 
Visit Scheduling Yes 
Workflow Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Home Services

HVAC Estimating

Billing & Invoicing Yes 
Commercial/Industrial No 
Cost Database Yes 
Data Import / Export Yes 
Equipment Maintenance Yes 
Financing Management Yes 
Labor Rates Yes 
Quotes/Proposals Yes 
Scheduling Yes 
Takeoff No 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management Yes 
Customer Database Yes 
Inventory Control No 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal No 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Subcontractor

Tradesman Job Management

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
For Builders No 
For Electricians Yes 
For Field Service Businesses Yes 
For HVAC Yes 
For Plumbers Yes 
For Roofers Yes 
Invoicing Yes 
Job Tracking Yes 
Payments Yes 
Quoting Yes 
Reporting Yes 
Scheduling Yes 
Time Tracking Yes 

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