ReachOut Suite vs WEX FSM

ReachOut Suite organizes field-service work, from customer requests and quotes through scheduling, dispatch, job tracking, assets, and inventory. Its technician app provides job and customer details, asset history, time tracking, image capture, forms, checklists, and invoicing. Technicians can record field data offline and create invoices on or off the field. The platform also supports teams, technician reassignment, recurring jobs, route optimization, customer access through Customer Hub, and online or offline payments by links, Customer Hub, or QR codes. It runs on Android, iOS, and the web. ReachOut integrates with QuickBooks Online and Xero and offers an open REST API; API access uses secret-token authentication. The free plan permits 25 jobs, while Standard permits 250; Premium and Ultimate list unlimited jobs. Pricing is listed in USD, with a 7-day trial and paid plans noted from $9/user/mo. Upgrading during the trial starts billing immediately.

WEX FSM organizes contractor workflows from scheduling and dispatch through proposals, invoicing, and payments. It is presented for HVAC, plumbing, electrical, and roofing businesses, with Android, iOS, and web access. Scheduling tools include drag-and-drop planning, dispatch groups, coverage zones, GIS maps, and technician navigation. Customer records can hold service history, notes, attachments, contacts, and information for multiple locations. Technicians can create field proposals, compare replacement options, and include financing. Payment options include card processing, mobile card readers, online pay, mobile check imaging, ACH, and recurring payments; field teams can also work offline. QuickBooks Online and Desktop sync are listed, along with other integrations that may carry extra fees. The Free plan includes payment features. Payment Options is free when card and/or financing volume exceeds $25,000/mo, or costs $69/mo when volume is below that threshold. Support is available by chat, phone, or email weekdays, 8am–7pm EST. Onboarding includes data cleansing and loading, team onboarding, and training resources.