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WEX FSM Introduces New AI-Powered Reporting, Payments, and Automation Capabilities for Growing Trades Businesses 

June 29, 2026
3 min read

New enhancements help field service businesses make smarter business decisions, get paid faster, and automate operations

Portland, MAINE – June 29, 2026 – WEX® (NYSE: WEX), a global leader in intelligent payment solutions, today announced WEX Field Service Management (WEX FSM) launched a series of new product enhancements that give contractors and service businesses greater control over their operations. The latest additions include secure mobile payment acceptance, workflow automation, and advanced reporting. 

“These new capabilities empower our customers to connect critical business systems, deliver modern customer experiences, and unlock valuable insights from their data, all within the WEX FSM ecosystem,” Dylan Jones, senior vice president and general manager, Mobility Growth at WEX. “Field service businesses need technology that not only simplifies daily operations but also helps them scale with confidence.”

Unlock Even More Actionable Insights with Advanced Reporting and Assist IQ

Advanced Reporting for WEX FSM helps make it easier for businesses to gain deeper operational insights and make data-driven decisions. Building on core reporting tools, recently added powerful new features include personalized report hubs and in-depth reports to further simplify how to access, analyze, and share critical business data.

New features include:

  • New In-Depth Reports: Dive deeper into data across customers, appointments, jobs, and business activity.
  • New Personalized Hubs: Tailor your workspace with saved reports and analytics built for your workflow.
  • AI-Powered Assist IQ: Instantly generate custom reports, visualize KPIs, and uncover growth trends with our built-in AI companion.

Secure Payments Anywhere with Clover Go

WEX FSM now offers integrated mobile payment acceptance through Clover Go from Fiserv, a global leader in payments and financial technology. The Bluetooth-enabled reader integrates directly with the WEX FSM mobile app, allowing technicians and contractors to securely accept payments on the job site.

Key benefits include:

  • Support for tap-to-pay, EMV chip cards, Apple Pay, and Google Pay
  • Enhanced fraud protection through secure card-present transactions
  • Lower processing costs compared to manual card entry

“Tap to pay with card and by phone has made it very easy for all of our customers,” said Travis Keeter, Service Manager with Pride Mechanical. “WEX FSM with Clover Go makes checking out quick and efficient.” 

Connect Your Business Systems with Zapier

Additionally, WEX FSM is now available on Zapier, enabling customers to create powerful automated workflows that connect WEX FSM with thousands of popular business applications. Through customizable “Zaps,” businesses can automate repetitive administrative tasks and create seamless workflows across sales, scheduling, marketing, and operations.

Examples include:

  • Automatically creating WEX FSM customer records from social media lead forms
  • Syncing scheduled appointments with external calendar applications
  • Triggering marketing follow-ups when appointments are completed

Continuing to Build the Connected Field Service Ecosystem

WEX FSM serves more than 35,000 contractors, providing access to critical tools needed to run their business every day. In addition to core features like scheduling, dispatching, invoicing, and payments, WEX FSM brings the value of the WEX Fleet Card and access to flexible financing options like Synchrony, GoodLeap and Service Finance and Enhanced Pricebooks, powered by Pricebook Digital™. These options will be built into the process, giving contractors more flexibility, making it easier to close deals in the field.

For more information about WEX Field Service Management or to schedule a demo, visit www.wexfsm.com. WEX FSM is available for download for existing active customers via iPhone and Android.available for download for existing active customers via iPhone and Android.

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