What it is
WEX FSM organizes contractor workflows from scheduling and dispatch through invoicing and payments. The service is presented for trade contractors, including HVAC, plumbing, electrical and roofing businesses, and is available on Android, iOS and web. Scheduling features include drag-and-drop planning, dispatch groups, coverage zones, GIS maps and technician navigation. Customer records can hold service history, notes, attachments, contact details and information for multiple locations. Technicians can prepare proposals in the field, compare replacement options and add financing choices. Payment features include card processing, mobile card readers, online pay, mobile check imaging, ACH and recurring payments. Field staff can work offline. WEX FSM lists QuickBooks Online and Desktop sync, as well as other integrations; its FAQ says third-party integrations may incur an additional fee. The Free plan includes payment features. Payment Options is free when card and/or financing volume is over $25,000 a month, or $69 a month if it is under that amount. Support is available by chat, phone or email Monday through Friday, 8am–7pm EST.
Who it suits. WEX FSM suits trade contractors who need to coordinate dispatch, customer records, proposals, invoices and payments. Its listed trades include HVAC, plumbing, electrical and roofing businesses.
Good
- Drag-and-drop scheduling with maps and navigation.
- Customer accounts can cover multiple locations.
- Technicians can prepare proposals in the field.
- Field operations support offline work.
- QuickBooks Online and Desktop sync are listed.
Watch for
- Third-party integrations may incur an additional fee.
- Flat-rate pricing has additional costs.
- Support is available weekdays, 8am–7pm EST.
Verdict
WEX FSM brings dispatch, customer records and payment workflows together for trade businesses. Check the payment-volume condition and possible integration costs against your expected use.
Plans and prices
| Plan | Price | Billed |
|---|---|---|
| Free | $0 | — |
| Enterprise | — | Get a demo for pricing |
| Payment Options | — | Free with card and/or financing volume over $25,000/mo; $69/mo if under |
| Unlimited | — | Get a demo for pricing |
From WEX FSM's own pricing page, checked 20 Sept 2026. Every plan
What the maker publishes
- Accounting integration
- WEX FSM lists QuickBooks Online and Desktop sync; the pricing FAQ says integrations may incur an additional fee. source
- Additional costs
- The flat-rate pricing feature page says additional costs apply, and the pricing FAQ says third-party integrations have an additional fee. source
- Company history
- The company says Payzer was acquired by WEX in late 2023 after more than a decade serving the trades. source
- Customer and lead records
- Customer account management includes service records, notes, attachments, contact management, and support for customers with multiple locations. source
- Founded
- 2012 source
- Free plan
- Yes source
- Headquarters
- Portland, Maine, United States source
- Mobile payments
- The field operations page says customers can pay via email or text link, Bluetooth mobile card reader, or entered card or bank information. source
- Offline work
- The field operations page says users can maintain productivity on the go with offline mode. source
- Onboarding
- WEX FSM says its onboarding includes data cleansing and loading with proprietary ETL tools, team onboarding, and training resources. source
- Other integrations
- The pricing FAQ lists Azuga vehicle tracking, Profit Rhino flat-rate pricebooks, Enhanced Pricebooks powered by Pricebook Digital, and Advanced Reporting as integrations. source
- Payments
- Payment Options lists card processing, mobile card readers, online pay, mobile check imaging, ACH, and recurring payments. source
- Proposals and financing
- Technicians can create proposals in the field, compare replacement options, and include financing options. source
- Purpose
- WEX FSM organizes contractor workflows from scheduling and dispatch to invoicing and payments. source
- Scheduling and dispatch
- Features include drag-and-drop scheduling, dispatch groups, coverage zones, GIS maps, and technician navigation. source
- Support
- Customer support is available by chat, phone, or email Monday through Friday, 8am–7pm EST. source
- Target trades
- The site presents WEX FSM for trade contractors, including HVAC, plumbing, electrical, and roofing businesses. source