WEX FSM organizes trade contractor work from scheduling and dispatch through proposals, invoicing, and payments. It is presented for HVAC, plumbing, electrical, and roofing businesses, and is available on Android, iOS, and web. Scheduling tools include drag-and-drop planning, dispatch groups, coverage zones, GIS maps, and technician navigation. Customer accounts can hold service records, notes, attachments, contact details, and information for multiple locations. Technicians can prepare proposals in the field, compare replacement options, and include financing choices. Payment options include card processing, mobile card readers, online pay, mobile check imaging, ACH, and recurring payments. Field staff can also work offline. WEX FSM lists QuickBooks Online and Desktop sync, along with integrations such as Azuga vehicle tracking and Profit Rhino flat-rate pricebooks; its pricing FAQ says integrations may cost extra. The free plan lists payment features. Payment Options is free when card and/or financing volume is over $25,000/mo, or $69/mo if it is under that amount. Support is available weekdays by chat, phone, or email, 8am–7pm EST.
Who it is for
WEX FSM suits trade contractors in HVAC, plumbing, electrical, or roofing who need scheduling, customer records, field proposals, and payment tools. It may also fit teams that need offline field work or QuickBooks syncing.
What is good
- Dispatch includes coverage zones, GIS maps, and navigation
- Customer records support multiple locations
- Technicians can prepare proposals in the field
- Offline mode supports field operations
- QuickBooks Online and Desktop sync are listed
What to know first
- Third-party integrations may cost extra
- Payment Options costs $69/mo below the stated volume threshold
- Support is limited to weekdays, 8am–7pm EST
Verdict
WEX FSM covers dispatch, customer records, field proposals, and payment workflows for trade contractors. Check the payment-volume conditions and possible integration fees when considering its listed options.
WEX FSM plans and pricing
All plansCompared on field service management software
- Free plan
- Yes
