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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Get ready for AI! Keep your field data accurate, organized, and prepared for action.
ALMobile simplifies and unifies your field data tracking and payroll processes, ensuring seamless connectivity across your project team. Effortlessly track employee time, attendance, and project details—whether in the field or at the home office. Eliminate the chaos of scattered data and focus on what truly matters with ALMobile’s advanced reporting tools, which are fully integrated with your primary accounting system. Access real-time, customizable project and employee insights that are accurate and easy to analyze. Work smarter and faster with ALMobile—ditch the paper, spreadsheets, and outdated systems for good!
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Kickserv
Kickserv is a highly-rated field service management tool designed for service businesses. Service-based businesses can use Kickserv for as low as $47 per month to manage leads, estimates, team schedules and jobs, as well as invoices and payments.
Kickserv allows users to automate email to all their leads, send promo emails to customers, full integration with QuickBooks, maps for dispatching technicians and more.
Our mobile field software services include:
-Manage your workforce: Create schedules, assign jobs, and keep track of employee locations.
-Automate updates: Team status updates can be automatically sent to the office through the mobile app.
-Scheduling: Create schedules, track employee time worked and view notes or site requests.
-Find opportunity: See your jobs and potential for future jobs from the field.
-Stay Connected: Attach notes, documents and images to a job for further clarification and better customer service.
-Find your technicians: Utilize GPS check-ins to find your employees on a map and keep track of job duration and employee locations at all times.
Kickserv has been trusted by 1000s of service business professionals for over 15 years.
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LionO360
The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived!
Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds.
With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc.
Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc.
Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform.
Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data.
To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!
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