Learn More

Average Ratings 67 Ratings

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

We empower you to take charge of your everyday business management tasks while simultaneously enhancing your online visibility, enabling you to stop relying on paid leads and start acquiring them independently. With our smartphone app, you can easily send electronic invoices and estimates that feature your branding. Save valuable time by utilizing reusable line items, and effortlessly convert leads into clients through quotes that can be accepted online. Establish your online presence with a mobile-responsive, search-optimized website. Ensure your information stays current with automatic updates, including job broadcasts, customer testimonials, verified credentials, and additional features. The iTrust PRO app not only allows you to schedule appointments with clients but also facilitates the sending of estimates and invoices, electronic payments, and a wide array of other functionalities, making your business operations smoother and more efficient. With these tools at your disposal, you can focus on what truly matters—growing your business and serving your customers better.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Azuga Yes 
Bluon Yes 
Profit Rhino Yes 
QuickBooks Desktop Premier Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Yes 
ThoughtSpot Yes 
Zapier Yes 
Zoom Phone Yes 

Integrations

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

Pricing Details

$499 per month
Free Trial No 
Free Version No 

Pricing Details

$14.99 per month
Free Trial Yes 
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 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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

WEX Field Service Management

Founded

2012

Country

United States

Website

www.wexfsm.com

Vendor Details

Company Name

iTrust PRO

Country

United States

Website

www.itrustpro.com

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 

Product Features

Carpet Cleaning

Billing & Invoicing No 
Customer Management No 
Dispatch Management No 
Equipment Tracking No 
Mobile Access No 
Online Booking No 
Scheduling No 
Work Order Management No 

Cleaning Services

Billing & Invoicing No 
Client Management No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Mobile Access No 
Payroll Management No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Service History Tracking No 
Work Order Management No 

Electrical Contractor

Billing & Invoicing No 
Commercial / Industrial No 
Contract Management No 
Customer Database No 
Electronic Signature No 
Mobile Access No 
Quotes / Estimates No 
Scheduling No 
Time Tracking No 
Work Order Management No 

Employee Scheduling

Appointment Management No 
Automated Scheduling No 
Calendar Management No 
Employee Database No 
Group Scheduling No 
Messaging No 
Mobile Access No 
Payroll Management No 
Reporting/Analytics No 
Resource Management No 
Schedule Distribution No 
Scheduling No 
Shift Scheduling No 
Shift Swapping No 
Time Clock No 
Time Tracking No 
Vacation / Leave Tracking No 

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 

Garage Door

Billing & Invoicing No 
Contract Management No 
Customer Management No 
Dispatch Management No 
Equipment Tracking No 
Inventory Management No 
Job Costing No 
Scheduling No 
Warranty Tracking No 

Handyman

Billing & Invoicing No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Payments No 
Payment Processing No 
Quotes / Estimates No 
Time Tracking No 
Work Order Management No 

HVAC

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

HVAC Estimating

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

Lawn Care

Billing & Invoicing No 
Contract Management No 
Customer Management No 
Employee Management No 
Equipment Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service Dispatch No 

Moving

Billing & Invoicing No 
Claims Management No 
Customer Management No 
Dispatch Management No 
Employee Management No 
Fleet Management No 
International Moves No 
Interstate Moves No 
Job Management No 
LTL / Shared Truckload No 
Lead Management No 
Local Moves No 
Military / GSA Moves No 
Quotes / Estimates No 
Storage Management No 
Work Order Management No 

Pest Control

Billing & Invoicing No 
Customer Service History No 
Dispatch Management No 
Fleet Management No 
Inventory Control No 
Mobile Access No 
Pest Activity Tracking No 
Pesticide Usage Tracking No 
Property Layouts No 
Quotes / Estimates No 
Scheduling No 

Plumbing

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

Plumbing Estimating

Change Orders No 
Commercial / Industrial No 
Cost Database No 
Data Import / Export No 
Fitting Management No 
For General Contractor No 
Overhead Costs Estimating No 
Prebuilt Assembly No 
Quotes / Proposals No 
Takeoff No 

Pool Service

Billing & Invoicing No 
Chemical Readings No 
Customer Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Work Order Management No 

Remodeling Estimating

Cost Database No 
Quote Management No 

Service Dispatch

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

Tradesman Job Management

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

Work Order

Contract Management No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Preventive Maintenance No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Task Management No 

Alternatives

Alternatives

FieldEdge Reviews

FieldEdge

Xplor