Average Ratings 67 Ratings
Average Ratings 1 Rating
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
Designed specifically for service professionals by those who understand their needs, mHelpDesk empowers modern service providers to expand their operations. As a leading field service software solution, mHelpDesk provides an extensive array of automation features that enable companies to optimize the management of their field technicians, schedule jobs, oversee work orders, invoice customers, handle billing, and receive payments more swiftly. This innovative platform is essential for any service business looking to enhance productivity and streamline their processes.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Birdeye
No
Bluon
Yes
Google Analytics
No
Google Calendar
No
Google Workspace
No
Mailchimp
No
PayPal
No
Profit Rhino
Yes
QuickBooks Desktop Premier
Yes
Integrations
QuickBooks Online
Yes
Birdeye
Yes
Bluon
No
Google Analytics
Yes
Google Calendar
Yes
Google Workspace
Yes
Mailchimp
Yes
PayPal
Yes
Profit Rhino
No
QuickBooks Desktop Premier
No
Pricing Details
$499 per month
Free Trial
No
Free Version
No
Pricing Details
$99.00/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
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)
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
mHelpDesk
Founded
2009
Country
United States
Website
www.mhelpdesk.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
Business Management
Billing & Invoicing
Yes
CRM
No
Employee Management
Yes
Financial Management
Yes
Inventory Management
Yes
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
No
Cleaning Services
Billing & Invoicing
Yes
Client Management
Yes
Dispatch Management
Yes
Inventory Control
No
Job Management
Yes
Mobile Access
Yes
Payroll Management
No
Quotes / Estimates
Yes
Recurring Appointments
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Work Order Management
Yes
Contractor Management
Contractor Database
No
Insurance Tracking
No
License Tracking
No
Permit Tracking
No
Skills & Competencies
No
Task Management
Yes
Work Hour Tracking
Yes
Equipment Maintenance
Customer Database
Yes
Dispatch Management
Yes
Equipment Tracking
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Warranty Tracking
Yes
Work Order Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
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
IT Service
Contract Management
Yes
IT Asset Management
Yes
Incident Management
Yes
Knowledge Management
No
Release Management
Yes
Self Service Portal
Yes
Service Catalog
Yes
Service Reporting
Yes
Ticket Management
Yes
Landscape Management
Billing & Invoicing
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Groundskeeping
Yes
Inventory Control
Yes
Irrigation Tracking
Yes
Job Management
Yes
Landscape Design
Yes
Mobile Access
Yes
Payroll Management
No
Plant Database
No
Quotes / Estimates
Yes
Routing
Yes
Scheduling & Appointments
Yes
Work Order Management
Yes
Maintenance Management
Asset Tracking
Yes
Billing & Invoicing
Yes
Calibration Management
Yes
Dispatch Management
Yes
Inventory Control
Yes
Inventory Management
Yes
Key & Lock Management
Yes
Mobile Access
Yes
Planning Calendar
Yes
Predictive Maintenance
Yes
Preventive Maintenance
Yes
Purchasing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Oil and Gas
Compliance Management
No
Equipment Management
Yes
Inventory Management
Yes
Job Costing
No
Logistics Management
No
Maintenance Management
No
Material Management
No
Project Management
No
Resource Management
No
Scheduling
Yes
Work Order Management
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
Scheduling
Alerts/Notifications
Yes
Appointment Scheduling
Yes
Automated Scheduling
Yes
Calendar Management
Yes
Class Scheduling
No
Employee Scheduling
Yes
Facility Scheduling
Yes
Group Scheduling
Yes
Interview Scheduling
No
Meeting Room Booking
No
Multi-Location
Yes
Online Scheduling
Yes
Payment Processing
Yes
Real-time Scheduling
Yes
Reservations
Yes
Resource Scheduling
No
Room Booking Management
Yes
Security System Installer
Billing & Invoicing
Yes
Customer Management
Yes
Document Imaging
No
Inventory Management
Yes
Job Costing
Yes
Lead Management
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
Yes
Contract Management
Yes
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
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
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
