Payzerware

Name: Payzerware
Author: WEX Inc.

by WEX Inc.

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

5.5 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

6.5

Features

7.5

Support

5.0

Value

4.5

Integrations

8.0

AI Capabilities

1.5

Features

50 features confirmed across 15categories· Showing confirmed capabilities only

Invoicing & Payments9features

InvoicingAvailable in Enterprise and Unlimited plans; Payments plan focuses on payments.Proposal Creation With Integrated FinancingProposal creation with integrated financingProposal Creation With Integrated Financing OptionsFlexible financing optionsSubscription BillingRecurring payment plansRecurring Revenue ManagementMaintenance plan sales monitoringDirect Bank Transfer FundingQuoting And InvoicingCustomer proposals and invoicingPrice BookThere is an additional fee for these integrations.

Show 1 more

ePayments and Reminders

CRM & Sales7features

CRMCustomer managementAutomated Customer TouchpointsAutomated appointment notificationsAutomated Customer Touchpoints And SequencesAutomated service remindersMaintenance Agreement ManagerAutomated renewal remindersLead ManagementJob managementAutomated Review RequestsCustomer review requestsCustomer Loyalty ProgramDriver Rewards Program

Fleet & GPS Management6features

GPS TrackingAvailable in Enterprise and Unlimited plans; Payments plan focuses on payments.Driver Safety Scoring and RankingDriver rewards programFleet DiagnosticsFleet DiagnosticsFleet Maintenance and Utilization ManagementMaintenance scheduling and alertsVehicle Maintenance TrackingVehicle Health MonitoringOBD-II Plug and Play Hardware SupportOBDII sensor and camera integration

Technician Management5features

Internal Employee CommunicationInternal messagingTraining CoursesCustomized trainingChecklists, Photos, and Forms for Job CompletionTime TrackingTime clock trackingDriver's License Scan

Equipment & Asset Management4features

Modular Sensor IntegrationOBDII Sensor IntegrationRemote DiagnosticsFleet diagnostics captureAlertsSafety alerts and maintenance schedulesDemand ControlReal-time control

Scheduling & Dispatch3features

DispatchingAvailable in Enterprise and Unlimited plans; Payments plan focuses on payments.SchedulingAvailable in Enterprise and Unlimited plans; Payments plan focuses on payments.Online BookingCustomer scheduling requests