WEX FSM

B tier on Field Service Management SoftwareScore 7.5 · #31 of 95

Android app: Yes
Free plan: Yes
Runs on: Android, iOS, Web

wexfsm.com

Summary

WEX FSM organizes contractor workflows from scheduling and dispatch to invoicing and payments. It is aimed at trade businesses such as HVAC, plumbing, electrical, and roofing contractors, 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 contain 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 features include card processing, mobile card readers, online pay, mobile check imaging, ACH, and recurring payments. Field staff can work offline. WEX FSM lists QuickBooks Online and Desktop sync, as well as integrations such as Azuga and Profit Rhino; third-party integrations may incur additional fees. Its Free plan includes payment features. Payment Options is free when card and/or financing volume is over $25,000/mo, or costs $69/mo if it is under that amount. Support is available by chat, phone, or email weekdays, 8am–7pm EST.

Who it is for

WEX FSM suits trade contractors that need scheduling, dispatch, customer records, proposals, and payment workflows. Its listed trades include HVAC, plumbing, electrical, and roofing businesses.

What is good

Includes drag-and-drop scheduling and technician navigation.
Supports offline work for field staff.
Offers card, ACH, and recurring payment options.
Lists QuickBooks Online and Desktop sync.

What to know first

Third-party integrations may incur additional fees.
Payment Options costs $69/mo below the stated volume threshold.
Support is available weekdays, 8am–7pm EST.

Verdict

WEX FSM covers scheduling, field proposals, customer records, and several payment methods for trade contractors. Check the Payment Options volume condition and possible integration fees when assessing costs.

WEX FSM plans and pricing

All plans

Free Free Debit and credit card processing · Mobile card readers and online payments · Multi-lender financing · Instant loan application · Mobile check imaging · ACH wexfsm.com · 20 Sept 2026

Enterprise Not published Customer appointment notifications · Drag-and-drop scheduling · Dispatching and navigation · Invoicing · Job costing · Equipment tracking wexfsm.com · 20 Sept 2026

Unlimited Not published Unlimited users wexfsm.com · 20 Sept 2026

Payment Options Not published Free with card and/or financing volume over $25,000/mo; $69/mo if under Debit & Credit Card Processing · Mobile Card Readers & Online Pay · Multi-Lender Financing · Instant Loan Application · Mobile Check Imaging · ACH · Recurring Payments wexfsm.com · 30 Sept 2026

Unlimited Not published Get a demo for pricing Everything in Payment Options and Enterprise · Unlimited Users wexfsm.com · 30 Sept 2026

Enterprise Not published Get a demo for pricing Everything in Payment Options · Scheduling and dispatch · Invoicing · Job costing · Pricebooks · Proposals · Financing · Equipment tracking · Maintenance plans · Employee time tracking · QuickBooks sync · Data loading wexfsm.com · 30 Sept 2026

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