WEX FSM

WEX FSM is field-service software for trade contractors coordinating office and field work. It is most compelling for HVAC, plumbing, electrical, and roofing businesses that want scheduling, customer records, proposals, and payments in one system. Its broad payment toolkit is a strength, but the free plan does not include the core scheduling and dispatch features.

Overview

WEX FSM brings job scheduling and dispatch together with customer and equipment histories, proposals, invoicing, job costing, and payment workflows. The technician app and offline mode support field work, while web access serves office teams. The company is based in Portland, Maine; Payzer was acquired by WEX in late 2023 after more than a decade serving trades.

It is a more natural fit for trade contractors than for businesses seeking a general-purpose field-service tool: its features span dispatch, replacement proposals, and financing alongside payment processing. Compare it with Field Service Management Software or browse HVAC Software.

Key features

Dispatch and field operations

Drag-and-drop scheduling, dispatch groups, coverage zones, GIS maps, and technician navigation give dispatchers several ways to organize and route work. That breadth should help teams managing multiple technicians or service areas, though these core capabilities are included in Enterprise rather than the Free plan. Offline mode lets field staff maintain productivity on the go.

Customer records and proposals

Customer accounts can hold service records, notes, attachments, and contact information, including records for customers with multiple locations. Technicians can build proposals in the field, compare replacement options, and include financing. Equipment histories and job costing add useful context for ongoing service and completed work.

Payments and integrations

Payment options include card processing, mobile card readers, online payments, mobile check imaging, ACH, and recurring payments. Customers can pay through an email or text link, a Bluetooth reader, or entered card or bank details. QuickBooks Online and Desktop sync are supported, alongside integrations for Azuga vehicle tracking, Profit Rhino and Enhanced Pricebooks, and Advanced Reporting. WEX FSM charges additional fees for third-party integrations, and its flat-rate pricing feature also carries additional costs, so businesses relying on those capabilities should account for them.

Support is offered by chat, phone, or email Monday through Friday, 8am–7pm EST. Onboarding includes data cleansing and loading, team onboarding, and training resources, a useful service for contractors moving existing customer and job information into the system.

Pricing

WEX FSM uses a freemium model, but the Free plan is centered on payments rather than a complete dispatch workflow.

• Free — free: Includes debit and credit card processing, mobile card readers and online payments, multi-lender financing, instant loan applications, mobile check imaging, and ACH. It suits contractors looking to use payment and financing tools, but does not include the scheduling and dispatch features described for Enterprise.
• Payment Options — price not listed: Billed Free with card and/or financing volume over $25,000/mo, or $69/mo if under that threshold. It includes card processing, mobile readers and online pay, multi-lender financing, instant loan applications, mobile check imaging, ACH, and recurring payments. The volume threshold makes this option more attractive to businesses processing above it; those below pay a monthly fee.
• Enterprise — custom pricing: Includes customer appointment notifications, drag-and-drop scheduling, dispatching and navigation, invoicing, job costing, and equipment tracking. It is the relevant option for teams that need the operational workflow rather than payment tools alone.
• Unlimited — custom pricing: Includes unlimited users, which may suit larger teams that need to avoid a user cap; no other included features are stated for this plan.

Integrations may add fees, and the flat-rate pricing feature has additional costs. Those charges matter when comparing the price of a broader setup with the plan itself.

Platforms

WEX FSM supports Android, iOS, and web. The mobile app is intended for technicians, with offline work and mobile payment options supporting service visits away from the office.

Who it's for

WEX FSM is best suited to trade contractors that want dispatch, customer and equipment records, field proposals, and multiple ways to collect payment in one system. HVAC, plumbing, electrical, and roofing businesses are its stated audience. A contractor that mainly needs free payment processing may find the Free plan sufficient; teams that need scheduling, dispatch, invoicing, and job costing should consider Enterprise. Businesses that depend on integrations or flat-rate pricing should budget for added costs.

Pros and cons

• Pros: Field proposals can compare replacement options and include financing, connecting sales conversations with the service visit.
• Pros: Card, ACH, check-imaging, recurring, and online payment options give contractors several ways to collect.
• Pros: Customer records can preserve service history and support multiple locations, useful for businesses serving property groups or repeat customers.
• Cons: The Free plan focuses on payments; dispatch and scheduling are Enterprise features, so it is not a free route to the full operating workflow.
• Cons: Payment Options costs $69/mo below the $25,000/mo volume threshold, and integration and flat-rate pricing fees can add to the total.

Alternatives

ServiceM8 is worth considering for a smaller operation needing a free entry point: its Free plan covers 1 user and 30 jobs per month, with 10 AI uses per day, while WEX FSM's free offer emphasizes payment tools.

BigChange may fit buyers seeking a package that includes support, CRM, job scheduling, a mobile app, live tracking, quotes and invoices, business intelligence, and collaboration tools. Fieldpoint is another paid field-service option to compare, though its pricing is by request.

ServiceWorks is an alternative for teams evaluating a monthly program fee and API-credit structure; its Bronze plan costs $150 a month and includes 500,000 API credits. Commusoft, FieldAware, FieldPulse, and Zuper are also options to compare.

Verdict

Choose WEX FSM if your trade business wants dispatch, customer histories, field proposals, and flexible payment collection in a single workflow. Its strongest case is the connection between field operations and payments, with offline work and financing tools adding practical reach. Look elsewhere if you need a free full dispatch system or cannot accommodate the $69/mo payment option below its volume threshold and possible integration charges.