Payzerware

Name: Payzerware
Author: WEX Inc.

by WEX Inc.

Payments-first HVAC CRM with integrated credit card processing, custom pricebooks, and QuickBooks sync.

5.4 Good See breakdown →

Media

www.wexfsm.com

About This Product

Payzerware (now WEX FSM) is a field service management platform trusted by 35,000+ contractors, originally built to simplify contractor payments and financing. Acquired by WEX Inc. in 2023, it offers CRM, scheduling, dispatching, GPS tracking, invoicing, and integrated credit card processing with no setup fees. The platform includes custom pricing books and QuickBooks integration.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app: Available
Free trial: Yes
Free tier: No
Public API: Yes
Deployment: Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Shares data with third parties

"Sometimes we also disclose Personal Data to select third-party recipients outside of WEX, such as business partners and service providers, where this is relevant and necessary for us to achieve those business purposes."

Confidence: medium Source

Data export available on request

"request a copy of your Personal Data or that it be sent to an authorized third party."

Confidence: high Source

Data deletion honored on request

"request that we delete your Personal Data (subject to allowable exceptions)."

Confidence: high Source

Primary policy document: https://www.wexinc.com/privacy-notice/

FSH Score Breakdown

Ease of Use

6.0

Features

7.5

Support

5.0

Value

4.5

Integrations

8.0

AI Capabilities

1.5

Customer Reviews

Features

33 features confirmed across 12categories· Showing confirmed capabilities only

Invoicing & Payments10features

InvoicingInvoicingPayment ProcessingPaymentsDirect Bank Transfer FundingProposal Creation With Integrated FinancingProposal Creation With Integrated Financing OptionsSubscription BillingConsumer FinancingMulti-Lender FinancingPrice BookThere is an additional fee for these integrations.

Show 2 more

ePayments and RemindersRecurring Revenue Management

CRM & Sales4features

Automated Customer TouchpointsAutomated appointment notificationsAutomated Customer Touchpoints And SequencesCustomer and Site Data ManagementMaintenance Agreement ManagerRecurring payment plans

Fleet & GPS Management3features

GPS TrackingReal-time location trackingDriver Safety Scoring and RankingFleet Diagnostics

Technician Management3features

OnboardingChecklists, Photos, and Forms for Job CompletionDriver's License Scan

Platform & Customization3features

Near Real-Time Access to Critical InformationScheduling And Dispatch IntegrationThird-Party IntegrationThere is an additional fee for these integrations.