Today’s trade service businesses are hindered by disorganization and sluggish operational processes. A lot of this boils down to manual processes and disconnected software. Not to mention the frustration of managing multiple complex systems with limited support. Fortunately, it doesn’t have to be that way.
We’re excited to introduce WEX Field Service Management (FSM), formerly Payzerware. It’s the purpose-built solution for specialty trade contractors.
What is WEX Field Service Management (FSM)?
WEX Field Service Management (FSM) is a simple, efficient, and well-supported solution for HVAC and plumbing businesses. It helps you streamline operations from the field to the back office.
WEX FSM builds upon the Payzerware features you know and love. And the best part? It provides a clear, single view of your business and insights to make informed decisions. Here’s how it all comes together:
- Simplified Workflow: From job scheduling and dispatch to invoicing and payments, WEX FSM consolidates your workflow into one easy-to-use system.
- Complete Visibility & Control: No more switching between systems. WEX FSM gives you one view for your entire business. With features like advanced reporting and telematics,you’ll have critical data at your fingertips to make informed decisions quickly.
- Built for the Field: With WEX FSM, you’ll minimize the time spent on administrative tasks. That way you can focus on what’s most important—serving customers effectively.
- Supported for Growth: WEX’s dedicated team is committed to your success. Our goal? Providing the peace of mind you need to run your business without the typical headaches.
Taking the Work out of Workflows for HVAC & Plumbing
It’s hard enough running a trade service business without confusing software. The goal of WEX FSM is simplicity and ease of use. If running your business is easier, you can focus on quality work in the field.
More Time, Fewer Problems
Manual, time-consuming processes create significant inefficiencies. That leads to wasted time on repetitive tasks. This makes it hard to maintain and grow your customer base without hiring additional resources.
WEX FSM consolidates your workflows into one place. From scheduling and dispatching to invoicing and managing payments, it’s all simplified.
- Operational Efficiency: One system for all of your workflows, so every job runs smoothly
- Time Savings: Eliminate manual data entry, paper-based processes, and calling the office to verify information
- Increased Productivity: Reduce the time technicians spend on administrative tasks so they can take on more appointments
The Clarity You Need, The Control You Want
One of the biggest challenges facing today’s HVAC and plumbing businesses is a lack of visibility and disorganization. Using multiple complex systems means it’s hard to track down the information you need. And it takes a lot of time.
It also creates miscommunication between the back office and technicians in the field. Over time, this leads to missed opportunities, lost revenue, and a lack of clarity around daily operations.
With WEX FSM, you have clarity and control at your fingertips to make data-backed decisions.
- Centralized Data: Access invoices, proposals, and customer account information—all in one place
- Enhanced Control: With a holistic view—from vehicle tracking to technician activities—make sure no clients “slip through the cracks.”
- Built-in Professionalism: Ensure all aspects of managing jobs and customer service are cohesive to maximize your professional appearance.
Make it Easy to Get Paid
Think of a trade service nightmare. It probably involves invoices, chasing down late payments, and trying to calculate revenue earnings. It’s a constant struggle to manage finances, forecast, and focus on company growth.
WEX FSM reduces the strain of payment and revenue management today’s businesses face.
- Accelerated Cash Flow: Automate and simplify your invoicing and payment processes, so you can get paid faster.
- Reduced Admin Work: Fewer manual processes frees up valuable time for lead generation and expanding your customer base.
- Improved Financial Confidence: Centralized data means you can use real-time financial insights to gain a clear picture of your business’s financial health.
Built for Operational Freedom, Backed by WEX
Limited support and complex systems hinder a business’s ability to grow. Juggling multiple software vendors only makes these hurdles more challenging. And it makes it harder to address additional needs like fuel cards, telematics, and field service management.
- Foundation for Growth: WEX FSM provides the “blueprint” businesses need to grow. It’s built to give you the control over your operations with the support and backing of a trusted partner.
- Exceptional Support: Our Customer Care team is here to offer knowledgeable support from day one. In fact, WEX FSM customers say our Customer Care team is “phenomenal” and “amazing.”
- Trusted, Reliable Partner: With WEX, you get a reliable partner for everything from fuel cards and fleet management to field and back-office operations.
A Complete EcoSystem: Connect Your Trusted Tools
Access your network of tools all in one place with WEX Field Service Management’s extensive partner network, including:
WEX FSM: The Future of Field Service Management
There are a lot of moving parts involved in running a successful trade service business. WEX FSM creates a cohesive ecosystem for HVAC and plumbing businesses to save time, get organized, and scale confidently. That way, everyday runs like it’s your best day.
Ready to get started and learn more? Schedule a personalized demo today!
Ready to transform your contracting business with smarter pricing and payment solutions? Explore WEX FSM’s field service management solutions, and schedule a demo today.
