The Starter Bundle: Reclaiming your time and setting a foundation

Stop spending your nights chasing paperwork, deciphering hand-written invoices, and wondering if a job was actually paid. The Starter Bundle is an all-in-one system built to give you your life back. It centralizes your entire schedule and field communication into a single clean view, making your business look instantly more professional to your customers.

It gives your technicians what they need to do great work and collect payment on the spot, helping ensure your hard-earned revenue hits your bank account the same day—without the administrative hangover.

Total Operational Sanity for Solo Operators and Small Teams

This bundle brings scheduling and client history out of text threads, paper folders, and whiteboards into a single intuitive command center to help ensure nothing slips through during the busy season. By removing the friction between a finished job and payment collection right at the truck, you can slash your administrative overhead while securing an uncapped scalability platform that simplifies your day-to-day right now.

The Standard Bundle: Systematizing operations and driving predictable revenue

When you have multiple crews on the road, you can no longer afford to manage by guesswork. Growth command transforms your trade business into an intelligence-led ecosystem, shifting your role from a reactive firefighter to a proactive strategist.

By connecting real-time scheduling data with automated recurring service plans, this tier is designed to give you the business clarity needed to optimize technician productivity, protect your profit margins, and build a highly predictable, resilient revenue stream that runs smoothly whether you are in the office or not.

High-Definition Profit Clarity and Automation

Automate the enrollment, tracking, and billing of maintenance plans to build a stronger customer base that helps ensure steady cash flow year-round. Stop guessing where you are making money; get instant visibility into individual job and technician margins so you can deploy your team where they are likely to be most profitable while streamlining your dispatch logic using smart operational insights.

The Advanced Bundle: Maximum financial optimization and enterprise efficiency

For large-scale operations, minor inefficiencies across a fleet add up to massive profit leaks. Fleet Intelligence establishes WEX as your true strategic partner, offering intelligent payment and workflow solutions that look at your business through a sophisticated financial lens.

This tier synchronizes your field dispatch, heavy consumer financing, and fleet expenditures into a single, high-performance center. It is designed to maximize average ticket sizes on major replacements, eliminate field expense waste, and unlock structural fleet advantages that can effectively offset your software overhead.

Institutional-Grade Risk Mitigation and Net-Zero Economics

Access exclusive fleet volume programs that tie your field activity directly to operational savings; this can turn your software into an active financial asset rather than an expense. Provide field teams with integrated, multi-lender consumer financing workflows that can make large-scale replacements immediately affordable for customers, driving up conversion rates while helping to protect your bottom line with sophisticated expense guardrails backed by a global leader in intelligent payment solutions.