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Average Ratings 67 Ratings

Description

PowerOps is a cloud-based solution designed specifically for field service management in generator service companies. It efficiently organizes comprehensive records related to customers, sites, generators, automatic transfer switches (ATS), and uninterruptible power supplies (UPS), incorporating functions such as dispatch, work orders, quotes, preventive maintenance schedules, service reports, and invoicing. While office personnel focus on scheduling tasks and maintaining service history, technicians utilize a mobile application to access their assigned jobs, complete inspection checklists, log readings, take photos, document findings, and obtain customer signatures. The platform is tailored to generator-specific workflows, which feature NFPA 110 monthly checklists, load bank testing fields, and transfer switch inspections. Service records can be compiled into PDF reports for easy access and sharing. Furthermore, the software facilitates equipment tracking, recurring maintenance schedules, and the management of customer and service agreement records, while also integrating with QuickBooks Online to streamline the synchronization between office management and field operations, ultimately enhancing the efficiency of service teams in delivering quality customer support. This comprehensive tool not only boosts productivity but also ensures that all aspects of service management are seamlessly connected.

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

No images available

Screenshots View All

Integrations

QuickBooks Online Yes 
Azuga No 
Bluon No 
Profit Rhino No 
QuickBooks Desktop Premier No 
QuickBooks Desktop Pro No 
QuickBooks Enterprise No 
Stripe Yes 
ThoughtSpot No 
Zapier No 
Zoom Phone No 

Integrations

QuickBooks Online Yes 
Azuga Yes 
Bluon Yes 
Profit Rhino Yes 
QuickBooks Desktop Premier Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Enterprise Yes 
Stripe No 
ThoughtSpot Yes 
Zapier Yes 
Zoom Phone Yes 

Pricing Details

Flat monthly company pricing includes all live modules, unlimited office and field users, onboarding, and support; no per-seat or implementation fee.
Free Trial Yes 
Free Version No 

Pricing Details

$499 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

PowerOps

Country

United States

Website

powerops.io

Vendor Details

Company Name

WEX Field Service Management

Founded

2012

Country

United States

Website

www.wexfsm.com

Product Features

Field Service Management

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

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 

Alternatives

No Alternatives

Alternatives

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