WEX FSM News Center

📱Mobile App Features

• Invoice Wrapping: Long line item descriptions now wrap so no text is cut off.
• Automatic Warranties: Manufacturer and contractor warranties now automatically apply to mobile invoices.

⚙️Mobile App Fixes

• Customer History: Resolved issues with job attachments and captions.
• Note Accuracy: Fixed an issue where timestamps on customer notes were displayed incorrectly.

Android Enhancement

Parts Connect: Improved supplier communication tools.

Apple Enhancements

• Bluon Parts Connect: You can now call and text suppliers directly within Parts Connect.
• Payment Recording: Streamlined the recorded payment process by requiring specific card networks for better accuracy.

🛠️ Plus minor online improvements and bug fixes!

Automatic reminders for proposals and invoices — Set up automatic reminders to follow up with customers about presented proposals and overdue invoices.

Mobile App

• Tax accuracy: Added support for Zip Tax overrides to improve local tax calculations.
• GoodLeap Home Improvement Contract uploads: Added file size limits to help prevent upload errors.
• Transaction activity: Fixed an issue where customer names were not displaying correctly.
• Payments: Fixed an issue where card expiration dates did not visually update after selection.

Apple App Store (iOS)

• MagTek card reader: Updated support for improved stability and performance.

Google Play Store (Android)

• Location: Fixed an issue that could cause a Location Initialization Error after login.

🛠️ Plus minor online improvement and bug fixes!

Maintenance Plan Renewals — Automatically remind customers before their plans expire and let them renew online. Read more

Maintenance Plan Recommendations — Add up to five maintenance plans to a job form online and in the mobile app.

Bluon — Access equipment scanning, troubleshooting, and service information from WEX FSM Mobile. Read more

Zapier — Automate workflows by connecting WEX FSM with thousands of apps. Read more

Apple App Store (iOS)

• MagTek Card Reader: Updated to support the latest iOS standards for a more stable payment experience.
• Schedule: Fixed date picker navigation and current date highlighting.
• Stability: Bug fixes and performance enhancements.

Google Play Store (Android)

• New Icons: Updated status bar icons for clearer notifications.
• Location: Fixed "Initialize Location" errors after login.
• Schedule: Improved date picker navigation and date highlighting.
• Stability: Bug fixes and performance enhancements.

🛠️Plus other minor improvements and bug fixes!

Required Check Numbers — Check numbers are now mandatory to ensure complete records.

Proposal Comparisons — Create comparisons directly from the Proposal List on the Jobs and Customers tabs.

Additional Improvements

Performance & Reliability

• Faster Launch – Optimized app startup to get you to the login screen sooner.
• Reliable Purchase Orders – Purchase order details now load faster and more consistently.
• Improved Document Viewing – Better support for viewing Word documents and downloading PDFs.

Clover Go

• Enhanced Stability – More reliable card reader pairing and smoother consecutive transactions.
• Clearer Guidance – Improved setup instructions and more helpful error messages during card reader setup.

Fixes

• Maintenance Plan Pricing – Fixed pricing errors on invoices.
• QuickBooks Sync – Resolved sync failures caused by long item names.
• Maintenance Plan Reminders – Updates now save and display immediately.
• Offline Alerts – Added a clear message when attempting to save without an internet connection.
• Notes – Author and "Last Modified" names now display correctly.
• Schedule – Removed incorrect license messages from the Schedule screen.

🛠️ Plus minor online improvement and bug fixes!

📱Mobile App

Attachments: names are now easier to read in the mobile app with a new list view instead of thumbnails.

📊Advanced Reporting

Auto mode will automatically select the best data source for your question, or you can select auto mode and pick the data model you'd like to use.

Conversation History: When using AssistIQ, you can easily find past conversations by clicking the sidebar icon.

🛠️ Plus other minor improvements and bug fixes!

📈 Advanced Reporting

• Auto mode: Skip choosing a report. Type your question into AssistIQ and let it do the rest.

Learn More Here

📱Mobile App

• Partial payments: See the invoice total, what’s been paid and what’s still owed.
• Balance chip: Spot outstanding customer balances before you book. you’ll see a balance chip when scheduling a new appointment.
• Maintenance plans: Recommend up to 5 maintenance plans on one job form.

🛠️Plus other minor improvements and bug fixes!

• ✅ Select All for Checklists: Fill out checklists faster using the Select All option for text entry items.
• 🔔 Bell Icon: Easily spot belled notes with a new bell indicator in the Calls & Notes section.
• ➕ +New Recipient: When sending job forms, you can now add recipients who are not saved as contacts.
• 📋 List View: The schedule icon now has a list view option.
• 🔄 Forward/Backward Arrows: Navigate between days on the Jobs tab with new forward and backward arrows.
• 🧾 First/Last Name Fields for Commercial Customers: First and last name fields have been added when creating commercial customers.

🚩 Flag For Follow Up

• Live Pop-Up Notifications (Web Only):
  When a new Flag for Follow Up is created, web users will now see a live pop-up notification in the top right corner of the screen.
• Flag Count in the Main Header:
  This number reflects all current open flags and updates automatically when new flags are created or existing ones are completed.
• Date & Time Stamps on Flags:
  When you open an active Flag for Follow Up, you’ll now see the date and time it was created and last modified displayed in the pop-up window.
  Note: This update is coming soon to mobile.

💰 Restrict Ability for Techs to Change Tax Group

You can now enable a web setting (in Job Preferences) to prevent technicians from editing the tax group that populates on job forms. Once turned on, tax groups will no longer be editable in the mobile app.

💡 Solution Studio

Solution Studio is a live, hands-on session with advanced training, Q&A, and working time to help you solve real WEX FSM challenges with expert guidance.

🚩Flag for Follow Up

• Jump straight to what matters. A new clickable Flags button takes you directly to a filtered Job List.
• More control, better accountability. You can now require Assignee and Due Date fields.
  Go to Settings > Jobs > Job Preferences to turn it on.
• Find jobs faster on mobile. New filter options are now available for Assignee, Follow-Up Type, and Creation Date.

🚀Multi Select Price Book Items: Add multiple items in one click. Multi-select is now available for proposals and invoices on the web.

💰 Profit Rhino: Built for flexibility. Set labor rates by industry and customer type.

Customize Other Event Types
You can now create your own event types! When scheduling an Other Event, simply open the Event Type dropdown to get started.

Updated Mobile App Sliding Actions
We’ve removed sliding actions for adding or removing additional technicians on appointments, as well as for equipment manufacturers and groups. You’ll now see plus (+) and minus (–) buttons instead.

Copying Existing Job Forms on Mobile
The Favorites filter has been added to invoices and proposals, making it easier to find and reuse the job forms you need.