WEX FSM

WEX FSM organizes contractor workflows from scheduling and dispatch through invoicing and payments. It is presented for trade contractors, including 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 records can hold service history, notes, attachments, contact details, and information for multiple locations. Technicians can prepare proposals in the field, compare replacement options, and include financing. Payment options include card processing, mobile card readers, online pay, mobile check imaging, ACH, and recurring payments. Field staff can work offline, and WEX FSM lists QuickBooks Online and Desktop sync. The Free plan includes payment features. The Payment Options plan is free when card and/or financing volume is over $25,000/mo, or $69/mo when it is under that amount. The maker says third-party integrations may incur an additional fee.

WEX FSM brings dispatch, customer records, proposals, and payments into a contractor-focused workflow. The Free plan includes payment features, while Payment Options pricing depends on card and/or financing volume.

WEX FSM suits trade contractors such as HVAC, plumbing, electrical, and roofing businesses that coordinate field staff, service records, proposals, and payments. Its offline mode may also be useful for field teams working on the go.

WEX FSM is field-service software for trade contractors coordinating office work and technicians in the field. It suits HVAC, plumbing, electrical, and roofing businesses that want dispatch, customer records, proposals, and payment tools in one workflow. Its strongest appeal is the breadth of that workflow; the free plan, however, is payment-focused rather than a free route into full dispatch.

Overview

WEX FSM connects scheduling and dispatch with customer accounts, proposals, invoicing, job costing, equipment histories, and payments. Android, iOS, and web support, a technician app, and offline mode make it relevant to teams whose work moves between office and job site. The company is based in Portland, Maine, and says Payzer was acquired by WEX in late 2023 after serving the trades for more than a decade.

For category comparisons, browse Field Service Management Software or HVAC Software.

Key features

Dispatch and field work

Drag-and-drop scheduling, dispatch groups, coverage zones, GIS maps, and technician navigation give dispatchers several ways to organize and route jobs. Offline mode can help technicians maintain productivity when connectivity is unavailable. These tools are a substantive fit for contractors coordinating field teams, but they belong to the Enterprise offering rather than the free plan.

Customer records and proposals

Customer accounts hold service records, notes, attachments, and contact information, including for customers with multiple locations. Technicians can build proposals in the field, compare replacement options, and include financing. Equipment tracking and histories, estimates, invoices, and service agreements extend the workflow beyond dispatch into ongoing service and billing.

Payments and integrations

Payment Options covers card processing, mobile card readers, online payments, mobile check imaging, ACH, financing, 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 can connect accounting workflows, while Azuga vehicle tracking, Profit Rhino and Enhanced Pricebooks, and Advanced Reporting are also listed as integrations. Additional fees may apply to integrations; the flat-rate pricing feature also carries additional costs.

Support is available by chat, phone, or email Monday through Friday, 8am–7pm EST. Onboarding includes data cleansing and loading, team onboarding, and training resources, which may matter to contractors moving established customer records into a new system.

Pricing

Free

The Free plan costs nothing and includes debit and credit card processing, mobile card readers and online payments, multi-lender financing, instant loan applications, mobile check imaging, and ACH. It is a useful way to access payment features, but it does not include the scheduling and dispatch capabilities described for Enterprise.

Payment Options

Payment Options is billed Free with card and/or financing volume over $25,000/mo; it costs $69/mo if under that threshold. It includes the Free plan payment methods plus recurring payments. Contractors should weigh their processing volume against the monthly charge, and note that the threshold is based on card and/or financing volume.

Enterprise and Unlimited

Enterprise has custom pricing and includes customer appointment notifications, drag-and-drop scheduling, dispatching and navigation, invoicing, job costing, and equipment tracking. It is the more relevant tier for businesses needing the operational workflow, but there is no published price to compare against the payment plans. Unlimited also has custom pricing and includes unlimited users, making it the plan to consider when user count is the constraint; no other inclusions are stated for that plan.

Platforms

WEX FSM is available on Android, iOS, and web. Its technician mobile app and offline mode support field use, while web access gives the service an office-facing option.

Who it's for

WEX FSM is best suited to trade contractors that need dispatch, customer and equipment histories, proposals, and payment collection in a connected process. HVAC, plumbing, electrical, and roofing companies can benefit from its trade focus and field payment options. A business primarily seeking full scheduling at no cost, or one that cannot justify payment or integration charges, should compare other tools before committing.

Pros and cons

• Pro: Scheduling, dispatch, navigation, and customer records are paired with proposals, invoices, and equipment histories, reducing the need to split these workflows across separate tools.
• Pro: Payment Options spans card, online, ACH, check imaging, financing, and recurring payments, with mobile and link-based collection methods for field teams.
• Pro: Offline mode and onboarding that includes data loading and team training address practical field deployment needs.
• Con: The Free plan centers on payments, not the scheduling and dispatch features that may motivate a contractor to adopt field-service software.
• Con: Enterprise and Unlimited use custom pricing, and additional integration and flat-rate feature costs can complicate budgeting.
• Con: Payment Options costs $69/mo below the stated volume threshold, so its economics depend on card and/or financing volume.

Alternatives

ServiceM8 is worth comparing for a small team that can work within its free plan's one-user and 30-jobs-per-month limits; it also offers a free trial and supports Android, iOS, and macOS.

BigChange may suit buyers seeking a paid platform with support, CRM, scheduling, mobile app, live tracking, quotes and invoices, business intelligence, and collaboration under plans priced by request.

FieldAware is another paid option, with a free trial and Android, iOS, web, and API availability.

Fieldpoint is a paid alternative with Android, iOS, web, API, and self-hosted platforms; its pricing is available by demo request.

ServiceWorks is worth comparing if its paid plan structure fits your needs; its Bronze plan costs $150 a month.

Commusoft offers paid plans including Go Paperless and Customer Journey, with features such as job tracking, custom forms, commercial contracts, and scheduling.

Fergus is a paid alternative with a free trial; its Essentials plan includes quoting, job cards, GPS tracking, timesheets, a calendar, and recurring jobs.

Joblogic offers a free trial and a Standard plan at £45 a month billed annually, with customer and site management, asset and job management, and quotes and invoices.

Verdict

Choose WEX FSM if you run a trade-contractor operation that needs dispatch and field work tied to customer histories, proposals, and varied payment methods. Its breadth and field-payment choices are the main reasons to choose it; the payment-centered free plan, custom-priced operational tiers, and possible extra costs are the reasons to look elsewhere if predictable pricing or free dispatch is essential.