Average Ratings 67 Ratings
Average Ratings 0 Ratings
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
iZak serves as the ultimate multifunctional Business Management Tool that empowers you to take control of your contracting enterprise. Many contractors find themselves trapped in a relentless cycle of "business chaos," characterized by depleting finances, minimal expected profits, constrained cash flow, limited time, and a sense of stagnation that undermines their confidence as business leaders. iZak transforms this scenario permanently by enhancing your understanding of cash flow, enabling you to spot out-of-control expenses, and boosting your net profitability on every project you undertake. It also grants you additional time and freedom, highlights areas for employee productivity improvement, and streamlines efficiencies and systems throughout your entire operation. By alleviating stress and fostering a more enjoyable business environment, iZak ultimately builds your confidence as a genuine business owner and leader. Embrace the revolutionary capabilities of iZak today and witness the remarkable changes it can bring to your business.
API Access
Has API
No
API Access
Has API
No
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
$99 per user, per month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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)
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
WEX Field Service Management
Founded
2012
Country
United States
Website
www.wexfsm.com
Vendor Details
Company Name
Avitan Business Resources
Founded
2004
Country
Canada
Website
www.izak.ca
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
Construction Management
Accounting Integration
Yes
Budget Tracking/Job Costing
Yes
CRM
No
Change Orders
Yes
Commercial
Yes
Contract Management
No
Contractors
Yes
Equipment Tracking
No
Estimating
Yes
Incident Reporting
No
Mobile Access
No
Offline Access
Yes
RFI & Submittals
No
Residential
Yes
Subcontractor Management
Yes
Timesheets
No
