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Average Ratings 67 Ratings

Description

SimpliField is a fully integrated mobile platform that combines retail operations, communications and advanced performance analytics. SimpliField opens the door to real-time, end–to-end analysis and optimization of business processes in a way that has never been possible before. SimpliField is trusted by over 130 international retailers and brands, with 400K stores across 65 countries. SimpliField helps them keep their promise to provide an exceptional experience for their customers and employees, every day. Visit simplifield.com to learn more.

Description

WEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP DataCloud Yes 
Azuga No 
BMC AMI Ops Yes 
BigCommerce Yes 
Bluon No 
Google Yes 
NetSuite Yes 
Profit Rhino No 
QuickBooks Desktop Premier No 
QuickBooks Desktop Pro No 
QuickBooks Enterprise No 
QuickBooks Online No 
SAP CRM Yes 
Salesforce Yes 
Seismic Learning Yes 
ServiceNow Yes 
ThoughtSpot No 
Zebra BI Yes 
Zoom Yes 
Zoom Phone No 

Integrations

ADP DataCloud No 
Azuga Yes 
BMC AMI Ops No 
BigCommerce No 
Bluon Yes 
Google No 
NetSuite No 
Profit Rhino Yes 
QuickBooks Desktop Premier Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Yes 
SAP CRM No 
Salesforce No 
Seismic Learning No 
ServiceNow No 
ThoughtSpot Yes 
Zebra BI No 
Zoom No 
Zoom Phone Yes 

Pricing Details

$30.00/month/user
Free Trial No 
Free Version No 

Pricing Details

$499 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

SimpliField

Founded

2013

Country

France

Website

www.simplifield.com

Vendor Details

Company Name

WEX Field Service Management

Founded

2012

Country

United States

Website

www.wexfsm.com

Product Features

Field Sales

Activity Tracking Yes 
CRM No 
Channel Management No 
Collaboration Tools Yes 
Controlled Access No 
Dashboard Management Yes 
Expense Management No 
Fast Estimates No 
Inventory Management Yes 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics Yes 
Route Optimization No 
Territory Management Yes 
Time Tracker No 
Visit Scheduling Yes 
Workflow Management Yes 

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock No 
Work Order Management No 

Retail Execution

AI / Image Recognition Yes 
Collaboration Tools Yes 
Data Collection Yes 
Inspection Yes 
Pricing / Placement Optimization Yes 
Product Education Yes 
Product Promotion Strategy Yes 
Retail Site Audit Yes 
Workforce Management Yes 

Retail Management

CRM Yes 
Commission Management Yes 
Email Marketing No 
Employee Management Yes 
Loyalty Program No 
Mail Order No 
Merchandise Management Yes 
Multi-Location Yes 
Order Management Yes 
Purchase Order Management No 
Reporting/Analytics Yes 
Returns Management No 
eCommerce No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Electrical Estimating

Billing & Invoicing Yes 
Change Orders No 
Cost Database Yes 
Project Management No 
Quotes / Proposals Yes 
Takeoff No 

Field Sales

Activity Tracking Yes 
CRM Yes 
Channel Management No 
Collaboration Tools No 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management Yes 
Fast Estimates No 
Inventory Management No 
Invoices Yes 
Lead / Opportunity Management No 
Online Payments Yes 
Order Management No 
Quoting Yes 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management No 
Time Tracker Yes 
Visit Scheduling Yes 
Workflow Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC Estimating

Billing & Invoicing Yes 
Commercial/Industrial No 
Cost Database Yes 
Data Import / Export Yes 
Equipment Maintenance Yes 
Financing Management Yes 
Labor Rates Yes 
Quotes/Proposals Yes 
Scheduling Yes 
Takeoff No 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management Yes 
Customer Database Yes 
Inventory Control No 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal No 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
For Builders No 
For Electricians Yes 
For Field Service Businesses Yes 
For HVAC Yes 
For Plumbers Yes 
For Roofers Yes 
Invoicing Yes 
Job Tracking Yes 
Payments Yes 
Quoting Yes 
Reporting Yes 
Scheduling Yes 
Time Tracking Yes 

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