Best Field Sales Software for QuickBooks Enterprise

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.

Now Commerce is a web-based B2B eCommerce portal seamlessly integrated with QuickBooks. It empowers wholesalers, manufacturers, and distributors to efficiently manage orders from their wholesale customers through a single, intuitive dashboard. As orders are received, they are automatically synchronized with QuickBooks, eliminating the burden of manual order entry. Compatible with both QuickBooks Desktop and QuickBooks Online. Now Commerce offers flexible modules that can be used independently or combined to craft a tailored B2B eCommerce solution. B2B CUSTOMER PORTAL - Allow your wholesale customers to conveniently place orders online. SALES REP PORTAL - Let your sales representatives enter orders online for their designated accounts and deliver exceptional customer service from any location. SHIPMENTS MANAGER - Efficiently dispatch shipment requests from QuickBooks to your 3PL provider or in-house shipping software, while also recording confirmations of completed shipments.