Payzer Maintenance Plans
by WEX Field Service Management (Payzer)
Last updated Mar 29, 2026 · 1 revision
HVAC maintenance agreement management with integrated financing, reporting on tech sales performance, and mobile payments.
Highlights
Capabilities
Media
payzer.com
About This Product
Payzer (now WEX FSM) lets HVAC contractors create custom maintenance agreements to generate recurring revenue, with built-in reports showing how often agreements are being offered and which technicians sell most. Includes integrated consumer financing up to $55K, drag-and-drop scheduling, and field payment processing.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- Yes
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.0
Features 8.0
Support 5.0
Value 4.5
Integrations 7.0
AI Capabilities 1.5
Features
70 features confirmed across
15categories· Showing confirmed capabilities only
Invoicing & Payments12features
InvoicingInvoicingPayment ProcessingPaymentsProposal Creation With Integrated Financing OptionsFlexible Financing OptionsRecurring InvoicingRecurring paymentsSubscription BillingRecurring payment plansRecurring Revenue ManagementRecurring payment plans with automated remindersProposal Creation With Integrated FinancingProfessional proposal creation with integrated financingDirect Bank Transfer Funding
Show 4 more
Consumer FinancingMulti-Lender FinancingPrice BookAvailable via third-party integration (Profit Rhino)Point of Sale (POS) SystemDigital Payment Links and QR CodesMobile check imaging
CRM & Sales9features
CRMCRMAI Lead ScreeningPre-qualificationMaintenance Agreement ManagerSell maintenance plans in the fieldAutomated Customer Touchpoints And SequencesAutomated service renewal remindersAuto Generated QR Codes for Pre-Qualification FormsMap Based View Of TerritoryAutomated Customer TouchpointsAutomated appointment reminders and real-time customer updatesCustomer Loyalty ProgramDriver rewards program
Show 1 more
Customer and Site Data Management
Fleet & GPS Management7features
GPS TrackingReal-time trackingIntegrated Address Mapping With DirectionsNavigationParked Vehicle LocationParked vehicle locationVehicle Maintenance TrackingVehicle health monitoringDriver Safety Scoring and RankingFleet DiagnosticsDriver Behavior MonitoringSpeeding and braking monitoring
Platform & Customization7features
Approval Managementinstant credit decisionsDrag And Drop Form BuilderDrag and drop technician schedulingScheduling And Dispatch IntegrationJob scheduling and dispatchBack Office Data SyncMulti-entity data sharingReal-Time Sync of Field Data and Financial DataNear Real-Time Access to Critical InformationReal-time communicationAttach Manual J and Design Reports to ServiceTitan Customer RecordsEquipment data capture with automatic upload to customer records
Customer Communication6features
Client PortalCustomer portalPre-Appointment Texts & EmailsCustomer appointment remindersNotificationsCustomer SupportDedicated Support TeamsCentralized Multi-Channel Communicationreal-time communicationSMS MessagingReal-time communication
Equipment & Asset Management6features
Equipment TrackingEquipment data captureAlertsSafety alertsModular Sensor IntegrationOBDII sensor integrationRemote DiagnosticsFleet diagnosticsEquipment Data TrackingCapture equipment data and automatically upload to customer recordsRemote MonitoringOBDII sensor monitoring
Mobile & Field Tools4features
Bluetooth Probe IntegrationBluetooth ConnectivityDigital Formsdigital application processTechnician Mobile AppMobile app for techniciansDigital Field Data Capture with Date, Time, and Username Stamps
Technician Management4features
Internal Employee CommunicationIn-App Clock In/OutReal-Time Schedule and Staffing MonitoringGIS view of schedule with real-time technician locationTime TrackingClock in and out of jobs to track labor cost
Accounting Integration4features
Job CostingLabor cost trackingAccounting IntegrationQuickBooks syncCash and Check RecordingExcel Based Budgeting and Planning
Estimating & Quoting3features
Quoting & EstimatesProfessional ProposalsProfessional proposalsProposal Comparisonproposal comparison
AI & Automation3features
AI Powered Prompts and RemindersAutomatic appointment remindersAI Generated Work Order Summaries and Prioritization RecommendationsAI Enabled InvoicingOn-site invoicing
Reporting & Analytics2features
ReportingJob Productivity and Labor Tracking
Scheduling & Dispatch1feature
Work OrdersWork order management
Inventory Management1feature
Inventory ManagementFleet management
Compliance & Safety1feature
Data Encryption
Integrations 5 across 4 categories
Payment Processing 2
GoodLeap
WEX
Accounting 1
QuickBooks Online
QuickBooks
GPS & Fleet 1
Azuga
Industry-Specific 1
Pricebook Digital
Pricing
- Model
- Subscription
- Starting at
- Contact for pricing
- Notes
- Payment Options: FREE (payment volume >$25K/mo) or $49/mo (lower volume). Enterprise: $399/mo for 1-7 users + $65/mo per additional user. Unlimited: $2,189/mo for unlimited users. Payzer has been rebranded to WEX Field Service Management (payzer.com redirects to wexfsm.com). End-to-end contractor software: scheduling, invoicing, CRM, QuickBooks integration, maintenance agreement management, payment processing. User complaints about mid-contract price increases.
