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WEX FSM

API—OSS—FREEyesDOCS4/5
WF6.2#38 of 95
outWeb—Windows—Mac—LinuxoutAndroidoutiOS

Ranked in Field Service Management Software ·Free plan

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About

WEX FSM organizes contractor work from scheduling and dispatch through invoicing and payment. It is presented for HVAC, plumbing, electrical, and roofing businesses, and is available on web, Android, and iOS. Scheduling tools include drag-and-drop planning, dispatch groups, coverage zones, GIS maps, and technician navigation. Customer records can hold service details, notes, attachments, contacts, and information for multiple locations. Technicians can prepare proposals in the field, compare replacement options, and add financing choices. Payment options include card processing, mobile readers, online payments, mobile check imaging, ACH, and recurring payments. Field staff can work offline. WEX FSM lists QuickBooks Online and Desktop sync; its pricing FAQ says integrations may carry additional fees. The Free plan includes payment features. Payment Options costs $69/mo when card and/or financing volume is under $25,000/mo, and is free above that threshold. Weekday support is available by chat, phone, or email from 8am–7pm EST. Onboarding includes data cleansing and loading, team onboarding, and training resources.

Who it is for

WEX FSM suits trade contractors who need scheduling, dispatch, field proposals, invoicing, and payment tools. It is aimed at HVAC, plumbing, electrical, and roofing businesses.

What is good

  • Offline mode supports field work
  • Scheduling includes maps and coverage zones
  • Technicians can create proposals in the field
  • QuickBooks Online and Desktop sync are listed

What to know first

  • Third-party integrations may cost extra
  • Support is limited to weekdays, 8am–7pm EST
  • Payment Options costs $69/mo below the volume threshold

Verdict

WEX FSM covers dispatch, field operations, proposals, and payment options for trade contractors. Check potential integration fees and the Payment Options volume-based price against the workflows you need.

Compared on field service management software

Free plan
Yeswexfsm.com

Facts

Purpose
WEX FSM organizes contractor workflows from scheduling and dispatch to invoicing and payments.wexfsm.com · 30 Sept 2026
Target trades
The site presents WEX FSM for trade contractors, including HVAC, plumbing, electrical, and roofing businesses.wexfsm.com · 30 Sept 2026
Scheduling and dispatch
Features include drag-and-drop scheduling, dispatch groups, coverage zones, GIS maps, and technician navigation.wexfsm.com · 30 Sept 2026
Customer and lead records
Customer account management includes service records, notes, attachments, contact management, and support for customers with multiple locations.wexfsm.com · 30 Sept 2026
Proposals and financing
Technicians can create proposals in the field, compare replacement options, and include financing options.wexfsm.com · 30 Sept 2026
Payments
Payment Options lists card processing, mobile card readers, online pay, mobile check imaging, ACH, and recurring payments.wexfsm.com · 30 Sept 2026
Accounting integration
WEX FSM lists QuickBooks Online and Desktop sync; the pricing FAQ says integrations may incur an additional fee.wexfsm.com · 30 Sept 2026
Other integrations
The pricing FAQ lists Azuga vehicle tracking, Profit Rhino flat-rate pricebooks, Enhanced Pricebooks powered by Pricebook Digital, and Advanced Reporting as integrations.wexfsm.com · 30 Sept 2026
Offline work
The field operations page says users can maintain productivity on the go with offline mode.wexfsm.com · 30 Sept 2026
Mobile payments
The field operations page says customers can pay via email or text link, Bluetooth mobile card reader, or entered card or bank information.wexfsm.com · 30 Sept 2026
Support
Customer support is available by chat, phone, or email Monday through Friday, 8am–7pm EST.wexfsm.com · 30 Sept 2026
Onboarding
WEX FSM says its onboarding includes data cleansing and loading with proprietary ETL tools, team onboarding, and training resources.wexfsm.com · 30 Sept 2026
Additional costs
The flat-rate pricing feature page says additional costs apply, and the pricing FAQ says third-party integrations have an additional fee.wexfsm.com · 30 Sept 2026
Company history
The company says Payzer was acquired by WEX in late 2023 after more than a decade serving the trades.wexfsm.com · 30 Sept 2026

Company

Founded
2012wexfsm.com · 28 Sept 2026
Headquarters
Portland, Maine, United Stateswexfsm.com · 28 Sept 2026

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Where it ranks on Inferse

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