Average Ratings 15 Ratings
Average Ratings 67 Ratings
Description
Leading software for the service industry, e.g. HVAC, Electrical, Plumbing and General Contracting.
To run a successful business, you must have all the MUST-HAVE features.
Schedule and dispatch appointments
Use our unique system of work planning to distribute work among your team members.
Time Cards
A special service will protect you from negative reviews
Employees can be tracked by GPS
Optimization of routes
Very low credit card processing charges
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
Yes
API Access
Has API
No
Integrations
QuickBooks Desktop Premier
Yes
QuickBooks Desktop Pro
Yes
QuickBooks Enterprise
Yes
QuickBooks Online
Yes
Azuga
No
Bluon
No
CardConnect
Yes
CardPointe
Yes
Google
Yes
Google Maps
Yes
Integrations
QuickBooks Desktop Premier
Yes
QuickBooks Desktop Pro
Yes
QuickBooks Enterprise
Yes
QuickBooks Online
Yes
Azuga
Yes
Bluon
Yes
CardConnect
No
CardPointe
No
Google
No
Google Maps
No
Pricing Details
Free
Monthly user based
Free Trial
Yes
Free Version
Yes
Pricing Details
$499 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
Yes
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)
Yes
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
Orcatec
Founded
2019
Country
United States
Website
orcatec.com
Vendor Details
Company Name
WEX Field Service Management
Founded
2012
Country
United States
Website
www.wexfsm.com
Product Features
Construction Bid Management
Bidder Management
Yes
Building Product Database
Yes
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
Yes
Takeoff
No
Version Control
Yes
Construction Estimating
Accounting Integration
Yes
Audit Trail
No
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Calculators
Yes
Change Orders
Yes
Contract Management
Yes
Cost Database
Yes
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
Yes
Plumbing Estimating
Yes
Price Data / Price Books
Yes
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
Yes
What-if Analysis
Yes
Construction Scheduling
Bid Management
Yes
Change Orders
Yes
Gantt Charts
No
Job Scheduling
Yes
Project Scheduling
Yes
Rescheduling
Yes
Staff Calendar
Yes
Task Management
Yes
Contractor Management
Contractor Database
Yes
Insurance Tracking
No
License Tracking
Yes
Permit Tracking
Yes
Skills & Competencies
Yes
Task Management
Yes
Work Hour Tracking
Yes
Electrical Contractor
Billing & Invoicing
Yes
Commercial / Industrial
Yes
Contract Management
Yes
Customer Database
Yes
Electronic Signature
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Time Tracking
Yes
Work Order Management
Yes
Electrical Estimating
Billing & Invoicing
Yes
Change Orders
Yes
Cost Database
Yes
Project Management
Yes
Quotes / Proposals
Yes
Takeoff
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
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
HVAC Estimating
Billing & Invoicing
Yes
Commercial/Industrial
Yes
Cost Database
Yes
Data Import / Export
Yes
Equipment Maintenance
Yes
Financing Management
Yes
Labor Rates
Yes
Quotes/Proposals
Yes
Scheduling
Yes
Takeoff
Yes
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Plumbing Estimating
Change Orders
Yes
Commercial / Industrial
Yes
Cost Database
Yes
Data Import / Export
Yes
Fitting Management
No
For General Contractor
Yes
Overhead Costs Estimating
Yes
Prebuilt Assembly
No
Quotes / Proposals
Yes
Takeoff
No
Remodeling Estimating
Cost Database
Yes
Quote Management
Yes
Residential Construction Estimating
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Change Orders
Yes
Customer Management
Yes
Project Management
Yes
Quote Management
Yes
Scheduling
Yes
Takeoff
Yes
Roofing
Aerial Measurement
No
Billing & Invoicing
Yes
Checklists & Inspections
Yes
Commercial / Industrial
Yes
Dispatch Management
Yes
Lead Management
Yes
Photo Capture
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
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
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
Yes
Work Order
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Preventive Maintenance
Yes
Quotes / Estimates
Yes
Recurring Appointments
Yes
Routing
Yes
Scheduling
Yes
Task Management
Yes
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
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
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
