Sponsor: WEX Field Service Management

Peak season in field service can feel like a double-edged sword. You are booked solid, phones are ringing, and technicians are running from job to job. But being busy does not automatically mean you are profitable.

When manual processes pile up, fuel costs spike, and your team drowns in overtime, the margins you thought you were banking can evaporate fast. Our Field Service Busy Season Playbook shows you how to turn peak season pressure into peak performance.

Inside the playbook:

• Solve the field-to-office disconnect and stop losing 25% of technician time to manual coordination
• Apply the three pillars for success: efficiency, control, and profitability
• Shift from paper quotes to professional digital proposals that can triple your average ticket size
• Work through the Peak Season Checklist to audit your call-to-cash workflow
• Integrate financing into every proposal so you stop leaving money on the driveway

Discover how WEX Field Service Management helps HVAC and plumbing companies grow the business, manage technicians, and get paid faster, all from one connected platform.

Trade businesses using WEX FSM report a 45-50% increase in operational capacity and a 95% customer satisfaction rating. One Andersen Heating and Cooling client nearly tripled their average ticket sale after switching from paper carbon-copy invoices to live, real-time invoicing.

Why HVAC and plumbing pros choose WEX FSM:

• Streamlined scheduling that eliminates double-bookings and routes technicians more efficiently
• Instant on-site payments, so you stop chasing invoices and accept cards or financing from the mobile app
• Enhanced fleet visibility by combining fuel card data with GPS tracking to reduce waste
• Professional, digital proposals customers can approve with a single tap
• Automated maintenance plans that build recurring revenue and remind you when to visit

Labor shortages, rising equipment costs, and slow-paying customers are squeezing margin across HVAC and plumbing. This report breaks down what separates resilient, high-performing contractors from the rest, backed by fresh industry data on operations, cash flow, financing, and fleet management.

Whether you run a five-truck shop or a regional service business, the pressure is the same: do more with a shrinking labor pool while customer expectations keep rising. This report shows the specific, measurable moves top contractors are making to protect profitability in 2026.

Download the report to see:

• Why 52% of service businesses still operate manually, and the productivity cost of it
• How to turn a 30-60 day payment cycle into same-day cash collection
• Why point-of-sale financing increases close rates and average ticket size
• How GPS-enabled fleet tracking can cut fuel costs by an average of 16%
• The KPIs top-performing contractors track to stay ahead of the competition