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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.

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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
9.0
Support
5.0
Value
4.0
Integrations
7.0
AI Capabilities
1.5

Customer Reviews

Features

53 features confirmed across 14categories· Showing confirmed capabilities only

Invoicing & Payments11features

InvoicingInvoicingPayment ProcessingPaymentsRecurring InvoicingDirect Bank Transfer FundingProposal Creation With Integrated Financing OptionsSubscription BillingConsumer FinancingMulti-Lender FinancingMobile Payment Terminal Integration
Show 3 more
Point of Sale (POS) SystemRecurring Revenue ManagementPrice BookEnhanced Pricebooks

CRM & Sales6features

AI Lead ScreeningPre-qualificationAuto Generated QR Codes for Pre-Qualification FormsMap Based View Of TerritoryCustomer Loyalty ProgramDriver rewards programCustomer and Site Data ManagementMaintenance Agreement ManagerRecurring payment plans

Platform & Customization6features

Attach Manual J and Design Reports to ServiceTitan Customer RecordsBack Office Data SyncDrag And Drop Form BuilderNear Real-Time Access to Critical InformationReal-Time Sync of Field Data and Financial DataScheduling And Dispatch Integration

Estimating & Quoting4features

Quoting & EstimatesProfessional ProposalsProfessional proposalsProposal ComparisonLabor and Material Cost Calculation

Fleet & GPS Management4features

GPS TrackingReal-time trackingDriver Safety Scoring and RankingFleet DiagnosticsParked Vehicle Location

Mobile & Field Tools4features

Digital Field Data Capture with Date, Time, and Username StampsTechnician Mobile AppBluetooth Probe IntegrationBluetooth ConnectivityDigital FormsDigital application process

Technician Management4features

Internal Employee CommunicationOnboardingIn-App Clock In/OutReal-Time Schedule and Staffing Monitoring

Accounting Integration3features

Accounting IntegrationCash and Check RecordingExcel Based Budgeting and Planning

Scheduling & Dispatch2features

DispatchingDispatchingSchedulingScheduling and dispatching

Customer Communication2features

NotificationsAutomated renewal remindersSMS MessagingReal-time communication

Reporting & Analytics2features

ReportingAdvanced reportingJob Productivity and Labor Tracking

Equipment & Asset Management2features

Remote DiagnosticsFleet diagnostics captureRemote MonitoringOBDII sensor monitoring

AI & Automation2features

AI Generated Work Order Summaries and Prioritization RecommendationsAI Powered Prompts and Reminders

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.

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