
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.
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CompanyCam is a photo-based solution created specifically for contractors. Users can take unlimited photos—which are location and time stamped, sent to the cloud, and stored securely. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere.
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CRM Runner
Expanding enterprises encounter difficulties in managing leads, scheduling tasks, monitoring progress, and handling various daily operations. CRM Runner serves as a comprehensive solution for managing both field services and office tasks. Create visually appealing quotes that make a lasting impression, accept payments via email, and automate recurring invoices as necessary. Seamlessly integrate your current business email setup with CRM Runner to consolidate all your operations onto a single platform, simplifying your daily workflow. You can also configure IVR systems, record voicemail messages, purchase local and toll-free numbers globally, and access your call history, while enabling hands-free communication with clients and sending bulk SMS updates. Furthermore, stay organized and maintain current contact information directly through our system. Monitor employee productivity and time tracking effortlessly; staff can clock in using the app, which includes a selfie feature for identity verification. This ensures an efficient and secure work environment while enhancing overall management.
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FieldRoutes
FieldRoutes™, a cloud-based mobile solution for field service operations, allows you to grow quickly, scale smartly and serve your customers tirelessly. FieldRoutes™ Cloud-based mobile solutions for field service operations can simplify your process, make your life easier, and help you run an efficient and profitable business. FieldRoutes makes it easy to beat your competition and provide top-notch services. It also streamlines your entire operation with simple, efficient tools that deliver the goods.
Our integrated marketing services can help you acquire new customers and increase sales. With powerful lead progression tools, you can track, manage, and nurture your prospects. Automate your business to save time and cut down on your workday. It reduces the time you spend on the road, makes scheduling easy, and automates manual tasks. Automated follow-ups, a user-friendly customer portal, and integrated payments will help you get paid faster and reduce delinquencies.
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