Empower your team and maximize productivity with user-friendly field management features.
Smoother project execution powered by WEX FSM’s field management software
Effortlessly manage schedules, dispatching, payments, and reporting to maximize efficiency.
Assign the job based on custom dispatch group and coverage zones, creating an optimized route for each technician and customer. Technicians will be notified of the new appointment through the app and can easily navigate to the job, saving time in between service calls and allowing them to get to more jobs each day.
See a complete customer history — installed equipment, job notes from previous visits and photos, to execute the job as efficiently as possible. Filter by exactly what you’re looking for, or follow up on previous recommendations and service history.
Create custom proposals on the spot, providing customers with all the necessary information to make informed decisions. Save time by copying frequently used proposals and effortlessly add replacement options in seconds. Enhance the customer experience by including recommendations for accessories or additional items to complement their installation. With the ability to incorporate warranties, rebates, custom notes, and a featured image, our proposals have the professionalism you need to help you close the deal. Plus, an interactive proposal can be emailed to customers who aren’t present or require extra time for decision-making.
Simplify the decision-making process for replacement options. With the ability to compare multiple options side by side, you can easily present customized comparisons or save time by copying frequently compared systems. Provide comprehensive and tailored information directly from the field, empowering your customers to make informed choices with confidence.
Gain better control of pricing for field users by incorporating commonly used products into the pricebook, expediting job form creation to save time and ensure efficiency. With the ability to easily manage and update pricing, including discounts and upcharges, you can adapt to changing needs effortlessly. Additionally, assigning warranties, costs, and serializing parts allows for automated tracking when items are sold.
Our comprehensive flat rate pricing feature ensures your profitability by offering industry-standard pricing. With a turnkey solution, you can seamlessly sign up and start using this transparent pricing system. Customize your experience by hiding irrelevant items and favoriting frequently used items for quick and easy access, enhancing your efficiency and streamlining your workflow. Additional costs apply.
Simplify the billing process by converting proposals into invoices with just a few clicks. With the ability to create invoices in the field, you can obtain on-site approval, customer signatures, and immediate payments. We provide electronic records of service that are emailed directly to customers, along with attachments for job photos to enhance transparency. Additionally, you can include warranties and contract terms to ensure customers are well-informed.
Payments can be taken via an email or text link, swiping a credit card via a Bluetooth mobile card reader, or keying in card or bank information on the spot. Increase your likelihood of collecting payment on the job by giving your customer multiple different options to pay.
Eliminate lost checks between the job and the office with mobile check imaging. With mobile deposit capability, you can conveniently process check payments without the hassle of lost or misplaced checks. By allowing your customers to pay the way they want to, we ensure a transparent and customer-centric approach to payment transactions, enhancing convenience and satisfaction for all parties involved.
Industry insights from the best in the game.
