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Dispatch Math

WEX Field Service Management

Summary

WEX Field Service Management is all-in-one software for home service contractors, covering scheduling, dispatch to a technician app, proposals, invoicing and card payments. The vendor sells it mainly to heating, cooling and plumbing businesses, with QuickBooks sync and its own payment processing built in.

From
$69 a monthbilled monthly
Open source
No
Best for
Heating, cooling and plumbing contractors who want payments in their job software

What we checked

Pages last read
Listed price
From $69 a monthFrom its pricing page, 12 November 2026
AI answers
Not named in any of 56Buyer questions, November 2026

WEX Field Service Management price and terms

Terms

Free to start
PartlyNo free plan (limited free use)The payments plan costs nothing only when card or financing volume passes $25,000 a month
Sign up without sales
PartlySome plans
The terms in full

below that it is $69 a month, and the pricing cards add 'Additional fees may apply'. The software plans that schedule and invoice start at $499 a month.

What needs a higher plan

Advanced
Cost for 10 users a month
WEX Field Service Management's pricing page

Pricing page, captured

wexfsm.com/pricing, checked

All plans and limits

PlanPriceMain limits
Payment Options$0 a monthNone stated
EnterprisePrice on requestNone stated
UnlimitedPrice on requestUnlimited Users

Read from wexfsm.com/pricing.

What we checked on WEX Field Service Management

YesPartlyNo

What it costs your crewPartly

Cost for 5 users a month

$499 a month on Starter for 5 users. Counted as one office user and the rest technicians in the field. Starter is sold only by their sales team.

$499 /month One simple price, no add-ons Includes 7 users

wexfsm.com/pricing

What it costs your crewPartly

Cost for 10 users a month

$999 a month on Advanced for 10 users. Counted as one office user and the rest technicians in the field. Starter, Standard might cost less, but no overage price is published, so it could not be priced past its allowance. Advanced is sold only by their sales team.

$999 /month Both pricing solutions available for +$150/mo Includes 10 users

wexfsm.com/pricing

What it costs your crewNo

Promotion and regular price

none: the vendor describes a standing monthly licence fee with no promotional period, no first-months rate and no yearly price presented as a monthly one.

The only fee you pay is the monthly license fee for the plan you select, and any processing fees for running credit card payments.

wexfsm.com/pricingChecked

What it costs your crewYes

Quote only

The two plans that run the day, Enterprise and Unlimited, carry feature lists but no figure at all, and the only action on both cards is booking a demo.

The Enterprise and Unlimited plans are positioned to help streamline your day-to-day operations so you can focus on doing what you do best.

wexfsm.com/pricingChecked

What it costs your crewPartly

What the price is based on

The payments plan is a flat monthly fee, the top plan is sold as unlimited users, and what a user costs on the middle plan is never printed.

Yes! You can always upgrade your plan or add additional users to any plan after subscribing.

wexfsm.com/pricingChecked

What it costs your crewPartly

Adding a user

You can add people to any plan and the Unlimited plan removes the ceiling, but the site never says what one extra person costs.

Unlimited Users

wexfsm.com/pricingChecked

What it costs your crewNo

Setup or onboarding fee

The vendor states plainly that no plan carries a setup, onboarding or maintenance charge, leaving only the monthly fee and card processing costs.

There are no setup fees for any of the WEX FSM plans. The only fee you pay is the monthly license fee for the plan you select

wexfsm.com/pricingChecked

What it costs your crewPartly

Card processing rate

Card processing is the vendor's own and is charged on top of the monthly fee, but no rate per transaction is published anywhere on the pricing page.

On the page: Frequently asked questions, "Are there any setup fees?"

wexfsm.com/pricingChecked

The trades it is built forYes

Plumbing

There are dedicated pages for heating and cooling, plumbing, electrical, roofing, landscaping, pest control and pool care

Pest Control Streamline pest control operations, improving efficiency and customer satisfaction. Pool Maintenance Simplify pool care, handling…

wexfsm.com/industries/other-industriesChecked

The trades it is built forYes

Electrical

There are dedicated pages for heating and cooling, plumbing, electrical, roofing, landscaping, pest control and pool care

On the page: "The leading software solution for contractors across industries" tile grid

wexfsm.com/industries/other-industriesChecked

The trades it is built forNo

Cleaning

cleaning and handyman work are not named anywhere.

On the page: "The leading software solution for contractors across industries" tile grid

wexfsm.com/industries/other-industriesChecked

The trades it is built forYes

Pest control

There are dedicated pages for heating and cooling, plumbing, electrical, roofing, landscaping, pest control and pool care

On the page: "The leading software solution for contractors across industries" tile grid

wexfsm.com/industries/other-industriesChecked

The trades it is built forYes

Pool service

There are dedicated pages for heating and cooling, plumbing, electrical, roofing, landscaping, pest control and pool care

On the page: "The leading software solution for contractors across industries" tile grid

wexfsm.com/industries/other-industriesChecked

The trades it is built forNo

Handyman

cleaning and handyman work are not named anywhere.

On the page: "The leading software solution for contractors across industries" tile grid

wexfsm.com/industries/other-industriesChecked

The trades it is built forYes

Features for one trade

Flat rate price books, equipment history with install dates and warranties, and maintenance agreements are built in, though chemical logs and pool readings are never mentioned.

the office team can easily access install dates and warranty information, while identifying previous equipment to assign the best technician for the…

wexfsm.com/solutions/back-officeChecked

Running the dayYes

Schedule and calendar

The office gets a drag and drop calendar with daily and weekly views, colour coding by job type and a queue for unassigned work.

Quickly identify available time slots in your schedule, and leverage visual appointment changes and color coding to stay informed on appointment…

wexfsm.com/solutions/back-officeChecked

Running the dayYes

Technician app

Technicians get their schedule, live dispatch updates, customer and equipment history and job photos on the phone, and can collect payment there too.

In the app, HVAC technicians can view their schedules, receive live dispatch updates, and capture photo proof of completed work without calling the…

wexfsm.com/industries/hvacChecked

Running the dayYes

Route planning

Jobs are assigned by dispatch group and coverage zone, and the software builds an order of stops the technician then navigates from the app.

Assign the job based on custom dispatch group and coverage zones, creating an optimized route for each technician and customer.

wexfsm.com/solutions/field-operationsChecked

Running the dayPartly

Where the trucks are

Live vehicle location, geofencing and cameras come from the vendor's own tracking hardware product, and the page says extra costs may apply on top of the plan.

real-time location updates with traffic, weather, and hazard reporting, our comprehensive solution enables optimal dispatching. Additional costs may…

wexfsm.com/solutions/insight-managementChecked

Running the dayYes

Texts to customers

Automated appointment reminders and confirmations go out and name the assigned technician, though the page never says whether an arrival time or a text is sent.

Minimize no-shows with scheduling reminders, providing peace of mind to customers as they stay informed about the assigned service technician.

wexfsm.com/solutions/client-experienceChecked

Running the dayYes

Maintenance plans and recurring jobs

Maintenance plans can be sold as a line on a proposal, create the future visits automatically and carry a recurring payment plan alongside them.

Create future jobs and recurring sales by offering maintenance plans on every job. Increase plan adoption by including it as a line item on proposals

wexfsm.com/solutions/back-officeChecked

Running the dayYes

Checklists, photos and signatures

Technicians raise the job form in the field, take the customer's signature on the spot, attach job photos and work through task checklists.

With the ability to create invoices in the field, you can obtain on-site approval, customer signatures, and immediate payments.

wexfsm.com/solutions/field-operationsChecked

Running the dayYes

Works without signal

The vendor names an offline mode for the field app, but says nothing about which jobs or payments still work without a signal.

Maintain productivity on the go with offline mode, optimize vehicle routes, and ensure organized task management with checklists.

wexfsm.com/solutions/field-operationsChecked

Quotes and getting paidYes

Quotes and estimates

Proposals are built on the job or emailed to an absent customer, carry warranties and rebates, and convert into an invoice in a few clicks.

Plus, an interactive proposal can be emailed to customers who aren't present or require extra time for decision-making.

wexfsm.com/solutions/field-operationsChecked

Quotes and getting paidYes

Price book and options

A price book of parts and services is included and replacement options can be shown side by side, but the flat rate book costs extra.

With the ability to compare multiple options side by side, you can easily present customized comparisons or save time by copying frequently compared…

wexfsm.com/solutions/field-operationsChecked

Quotes and getting paidYes

Invoices

Invoices are raised from the job and emailed with photos attached, and unpaid balances show in an aging receivables view, though automatic chasing is not described.

Simplify the billing process by converting proposals into invoices with just a few clicks.

wexfsm.com/solutions/field-operationsChecked

Quotes and getting paidYes

Card and bank payments

Customers can pay by card, by bank transfer, through an emailed or texted link, or by tapping a card on the technician's reader.

Payments can be taken via an email or text link, swiping a credit card via a Bluetooth mobile card reader, or keying in card or bank information on…

wexfsm.com/solutions/field-operationsChecked

Quotes and getting paidYes

Customer financing

Customers can apply for a loan from the proposal itself, offers come from several lenders, and the vendor quotes dealer fees from half a percent.

– Select and offer multiple loans from multiple lenders – Dealer fees as low as .5% – No monthly fees

wexfsm.com/pricingChecked

Quotes and getting paidPartly

Parts and inventory

Parts can be serialised and tracked as they are sold, and truck stock orders can be saved, but no stock level per truck or warehouse is described.

assigning warranties, costs, and serializing parts allows for automated tracking when items are sold

wexfsm.com/solutions/field-operationsChecked

The office and your customersPartly

Online booking

Customers can send a scheduling request with their preferred times, which the office then places on the calendar; there is no direct booking into open slots.

Empower your customers with convenient scheduling requests, allowing them to easily request service appointments based on their preferred…

wexfsm.com/solutions/client-experienceChecked

The office and your customersYes

Review requests

After a service call the office or technician can send a review request in one click, pointing the customer at named review sites.

Request feedback after every service call with just a simple click. With the ability to link directly to the top review sites or enter custom sites

wexfsm.com/solutions/client-experienceChecked

The office and your customersPartly

Timesheets

Employee time tracking is listed on the Enterprise plan and feeds labour cost into job costing, but no payroll software is named as a destination.

On the page: Enterprise plan card, feature list

wexfsm.com/pricingChecked

The office and your customersYes

Leads and follow-ups

Leads are tracked from first call through to conversion alongside call metrics, though no reminder to chase an open proposal is described.

Uncover valuable call metrics, and efficiently track and manage leads from initial contact to successful conversion.

wexfsm.com/solutions/back-officeChecked

The office and your customersPartly

Several locations

The vendor describes handling customers who own several properties, which is not the same as running separate branches in one account.

With contact management and multilocation capabilities, you can efficiently manage customers with multiple properties without missing a beat.

wexfsm.com/solutions/back-officeChecked

The office and your customersYes

Job costing and reports

Revenue against cost is tracked per job, including labour priced at the technician's own rate, giving a profit figure for each visit.

By tracking revenues versus costs for every job, our comprehensive system enables you to obtain a true profit and loss (P&L) analysis.

wexfsm.com/solutions/insight-managementChecked

What it connects toYes

QuickBooks Online

Invoices, bills, payments, suppliers and customers sync both ways with QuickBooks Online and QuickBooks Desktop

WEX FSM integrates seamlessly with QuickBooks desktop and QuickBooks online, as well as Azuga vehicle tracking, Profit Rhino for flat rate…

wexfsm.com/pricingChecked

What it connects toYes

QuickBooks Desktop

Invoices, bills, payments, suppliers and customers sync both ways with QuickBooks Online and QuickBooks Desktop

On the page: Frequently asked questions, "Are there any additional costs for integrating WEX FSM with other software?"

wexfsm.com/pricingChecked

What it connects toNo

Xero

Xero is never mentioned, and the sync carries an extra fee.

On the page: Frequently asked questions, "Are there any additional costs for integrating WEX FSM with other software?"

wexfsm.com/pricingChecked

Where it is soldYes

United States

Everything points at the United States: dollar pricing, a toll free number, support quoted in Eastern time and a United States bank behind the lending.

Payzer, LLC is a registered Independent Sales Organization of Wells Fargo Bank, N.A., Concord, CA.

wexfsm.com/pricingChecked

Where it is soldNo

Canada

Canada, Britain and Australia are never mentioned.

On the page: Frequently asked questions, financing disclosure below "Financing Fees"

wexfsm.com/pricingChecked

Where it is soldNo

Australia

Canada, Britain and Australia are never mentioned.

On the page: Frequently asked questions, financing disclosure below "Financing Fees"

wexfsm.com/pricingChecked

Trying it, starting and getting helpPartly

Sign up without a sales call

Plan upgrades and extra users can be handled by the customer after signing up, but every route into the product on the pricing page is a booked demo.

Yes! You can always upgrade your plan or add additional users to any plan after subscribing. If you have trouble adding users to your account, feel…

wexfsm.com/pricingChecked

Trying it, starting and getting helpYes

Help getting set up

An in-house data team cleans and loads your existing records, the whole team is trained, and the vendor says no onboarding charge applies.

We use proprietary tooling to handle the heavy lifting of data extraction, cleansing, and loading, freeing you up to focus on implementation.

wexfsm.com/onboarding-supportChecked

Trying it, starting and getting helpYes

Contract and cancelling

The vendor describes a monthly licence fee per plan and no minimum term, but says nothing about how notice is given or whether you can cancel without calling.

On the page: Frequently asked questions, "Are there any setup fees?"

wexfsm.com/pricingChecked

Trying it, starting and getting helpPartly

Support

Chat, phone and email are open to every plan from eight in the morning to seven at night Eastern time on weekdays only, so a seven o'clock Saturday break is uncovered.

You can reach WEX FSM Customer Care via chat, email, and phone Monday through Friday from 8am – 7pm EST.

wexfsm.com/pricingChecked

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