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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PoolStack
PoolStack is a comprehensive software solution designed for pool service and construction management tailored specifically for pool companies. It consolidates office personnel, field crews, and customers into a single cohesive platform. Service teams benefit from features that allow them to enhance route efficiency, schedule regular visits, utilize guided checklists, document water chemistry and chemical expenditures, and monitor pool equipment. Meanwhile, construction teams can effectively oversee Gantt charts, maintain daily logs, handle permits and inspections, coordinate with subcontractors, manage materials, and track warranties. Additionally, the suite includes business tools such as estimates, invoices, options for online payments, Auto Pay functionality, job costing, and tracking of time and expenses, along with QuickBooks synchronization and a dedicated customer portal. Technicians can access the app on both iPhone and Android devices, making it versatile for various users. Notably, PoolStack was previously known as Pooly, reflecting its evolution in the industry. The software simplifies the management of pool-related services, ultimately enhancing operational efficiency and customer satisfaction.
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FieldRoutes
FieldRoutes™, a cloud-based mobile solution for field service operations, allows you to grow quickly, scale smartly and serve your customers tirelessly. FieldRoutes™ Cloud-based mobile solutions for field service operations can simplify your process, make your life easier, and help you run an efficient and profitable business. FieldRoutes makes it easy to beat your competition and provide top-notch services. It also streamlines your entire operation with simple, efficient tools that deliver the goods.
Our integrated marketing services can help you acquire new customers and increase sales. With powerful lead progression tools, you can track, manage, and nurture your prospects. Automate your business to save time and cut down on your workday. It reduces the time you spend on the road, makes scheduling easy, and automates manual tasks. Automated follow-ups, a user-friendly customer portal, and integrated payments will help you get paid faster and reduce delinquencies.
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