WEX Field Service Management is field service software for HVAC, plumbing and other home-service contractors that connects scheduling, dispatch, invoicing and on-site payments in one system.
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Dispatch by custom coverage zones and dispatch groups
Real-time appointment status updates
Notify technicians of new appointments in the app
Categories: Field Service Management · Service Dispatch
Create jobs from customer records
Technicians open work orders, customer history and equipment details in the mobile app
Maintenance plans create future work orders
Categories: Field Service Management · Service Dispatch · HVAC
View complete customer history including installed equipment, job notes and photos
Filter history and follow up previous recommendations
Categories: Field Service Management · Service Dispatch · HVAC
Drag-and-drop scheduling
Schedule unassigned service requests and appointments
Customer appointment notifications
Categories: Field Service Management · Service Dispatch
GIS tracking in dispatch
Vehicle tracking and dashboard cameras through the Azuga integration
Categories: Field Service Management
Optimize routes for each technician and customer
Technician navigation to the job
Categories: Field Service Management · Service Dispatch
Create custom proposals on site
Compare multiple options side by side
Add warranties, rebates, notes and a featured image
Email interactive proposals
Convert proposals to invoices
Categories: Field Service Management
Employee time tracking
Categories: Field Service Management
Payment by emailed or texted link
Website plugin for homeowners to pay
Categories: Payment Processing
Mobile card readers
Mobile check imaging
Collect payment in the mobile app after the job
Categories: Payment Processing
Debit and credit card processing in the field
Swipe with a Bluetooth mobile card reader
Key in card information
Categories: Payment Processing
Email or text link, card reader, keyed card or bank details and mobile check imaging
Multi-lender financing
Categories: Payment Processing
Recurring payment plans through custom schedules
Categories: Payment Processing
Payments dashboard
View accounts, transactions and unpaid invoices on one screen
Categories: Payment Processing
ACH acceptance
Categories: Payment Processing
Technicians view schedules and receive live dispatch updates in the mobile app
Employee time tracking
Task checklists
Categories: Service Dispatch · HVAC
Create jobs from customer records
Assign jobs by dispatch group and coverage zone
Job notes and photos
Categories: Service Dispatch
Real-time appointment status updates
Track job progress and follow up on tasks
Close jobs more quickly
Categories: Service Dispatch
HVAC dispatch and scheduling of jobs and technicians
Live dispatch updates in the mobile app
Categories: HVAC
Create custom proposals on site
Compare multiple options side by side
Convert proposals to invoices
Integrated flat rate pricebook
Categories: HVAC
Drag-and-drop scheduler
Customers can request appointments
Real-time schedule updates for office and field
Categories: HVAC
Embedded maintenance plans create future work orders
Reports on upcoming renewals and service agreement appointments
Reminders to schedule the next service
Categories: HVAC
Customer records with parts, equipment and job-site notes
Customer history and notifications
Categories: HVAC
Categories: Field Service Management · Service Dispatch · HVAC
Billed monthly
25,000/ month
Unlimited
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