WEX FSM

Sheet: A-04 of 30
Drawn by: —
From: Free
Free plan: Yes
Runs on: Android, iOS, Web
Rev.: 6.8

Summary

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/mo, or $69/mo if it is under that amount. Support is available by chat, phone or email Monday through Friday, 8am–7pm EST.

Who it is for

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.

What is 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.

What to know first

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.

WEX FSM plans and pricing

All plans

Free Free Debit and credit card processing · Mobile card readers and online payments · Multi-lender financing · Instant loan application · Mobile check imaging · ACH wexfsm.com · 20 Sept 2026

Enterprise Not published Customer appointment notifications · Drag-and-drop scheduling · Dispatching and navigation · Invoicing · Job costing · Equipment tracking wexfsm.com · 20 Sept 2026

Unlimited Not published Unlimited users wexfsm.com · 20 Sept 2026

Payment Options Not published Free with card and/or financing volume over $25,000/mo; $69/mo if under Debit & Credit Card Processing · Mobile Card Readers & Online Pay · Multi-Lender Financing · Instant Loan Application · Mobile Check Imaging · ACH · Recurring Payments wexfsm.com · 30 Sept 2026

Unlimited Not published Get a demo for pricing Everything in Payment Options and Enterprise · Unlimited Users wexfsm.com · 30 Sept 2026

Enterprise Not published Get a demo for pricing Everything in Payment Options · Scheduling and dispatch · Invoicing · Job costing · Pricebooks · Proposals · Financing · Equipment tracking · Maintenance plans · Employee time tracking · QuickBooks sync · Data loading wexfsm.com · 30 Sept 2026

Compared on HVAC software

Free plan: Yeswexfsm.com

Facts

Purpose: WEX FSM organizes contractor workflows from scheduling and dispatch to invoicing and payments.wexfsm.com · 30 Sept 2026
Target trades: The site presents WEX FSM for trade contractors, including HVAC, plumbing, electrical, and roofing businesses.wexfsm.com · 30 Sept 2026
Scheduling and dispatch: Features include drag-and-drop scheduling, dispatch groups, coverage zones, GIS maps, and technician navigation.wexfsm.com · 30 Sept 2026
Customer and lead records: Customer account management includes service records, notes, attachments, contact management, and support for customers with multiple locations.wexfsm.com · 30 Sept 2026
Proposals and financing: Technicians can create proposals in the field, compare replacement options, and include financing options.wexfsm.com · 30 Sept 2026
Payments: Payment Options lists card processing, mobile card readers, online pay, mobile check imaging, ACH, and recurring payments.wexfsm.com · 30 Sept 2026
Accounting integration: WEX FSM lists QuickBooks Online and Desktop sync; the pricing FAQ says integrations may incur an additional fee.wexfsm.com · 30 Sept 2026
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.wexfsm.com · 30 Sept 2026
Offline work: The field operations page says users can maintain productivity on the go with offline mode.wexfsm.com · 30 Sept 2026
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.wexfsm.com · 30 Sept 2026
Support: Customer support is available by chat, phone, or email Monday through Friday, 8am–7pm EST.wexfsm.com · 30 Sept 2026
Onboarding: WEX FSM says its onboarding includes data cleansing and loading with proprietary ETL tools, team onboarding, and training resources.wexfsm.com · 30 Sept 2026
Additional costs: The flat-rate pricing feature page says additional costs apply, and the pricing FAQ says third-party integrations have an additional fee.wexfsm.com · 30 Sept 2026
Company history: The company says Payzer was acquired by WEX in late 2023 after more than a decade serving the trades.wexfsm.com · 30 Sept 2026