4.6 out of 5 stars
(67 Ratings)
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.
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4.6 out of 5 stars
(45 Ratings)
Save hours per day in double data entry and thousands per month on fuel costs because of our automations and routing optimization tools powered by Google
Easily keep track of your one-time and recurring jobs with our job pool and drag-and-drop scheduling tools.
Sign up new customers, see your schedule, complete appointments, track chemical usage, and much more from the convenience of your phone or tablet.
Automate pre-service notifications, follow-up messages, collection notices, review requests, and other daily tasks.
Post payments, resend emails, upload and send attachments, text, and much more from an easy-to-use customer account.
Use our Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards to manage your Door-to-Door efforts.
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RepCard
RepCard is a door-to-door sales platform and sales enablement tool designed for home services companies running outside sales teams. Instead of managing reps across separate canvassing software, standalone CRMs, recruiting platforms, and marketing tools, field sales organizations consolidate everything into RepCard's Sales Operating System.
The platform covers four pillars of field sales operations. Recruit: source and onboard new reps with built-in recruiting workflows and team-building tools. Train: get reps field-ready with structured onboarding, training content, and performance benchmarks. Sell: manage territories, track rep activity in real time, capture leads at the door, and move deals through the pipeline with full visibility into every stage. Market: automate customer follow-up with digital business cards, personalized video introductions, and smart engagement notifications that alert reps the moment prospects interact with their content.
Sales managers get performance analytics, rep leaderboards, pipeline reporting, and real-time dashboards across their entire field sales team. Reps get mobile-first tools that match how outside sales actually works, not a desktop CRM forced onto a phone. Everything is accessible from one login with zero double entry between systems.
Roofing, solar, pest control, HVAC, and fiber companies use RepCard to run their entire door-to-door sales operation from a single platform. Built by a team that has recruited, managed, and sold door-to-door across multiple home services verticals, every feature exists because the team hit that wall with existing field sales tools first. RepCard is the all-in-one alternative to stitching together disconnected apps that were never designed for outside sales teams.
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Pobuca Sales
Pobuca Sales is a mobile solution designed for field sales automation, tailored for sales representatives and merchandising auditors, allowing them to maximize daily sales, streamline merchandising tasks, and enhance overall productivity. It effectively synchronizes all sales and order data with your ERP and accounting systems, significantly reducing paperwork and associated costs. This integration provides you with a comprehensive view of your customers at any time and place, offering real-time insights for informed decision-making. With Pobuca Sales, sales representatives can efficiently manage their daily responsibilities, boost their performance, and drive increased sales, as it is accessible on mobile devices like phones or tablets. You can efficiently place optimal orders in minimal time, select the products your customers desire, introduce new items, and broaden your customer base. Additionally, it allows you to monitor key performance indicators through reports and dashboards that not only track your daily activities but also assist in strategy development while delivering a holistic view of customer interactions. By utilizing this tool, your sales team's effectiveness can reach new heights, paving the way for sustained growth and success.
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