Scroll Top
Get the Best in Field Service Management Software

Platform
Features
SAWIN
Pro Enterprise
SAWIN
Basic

Platform Access

Self-Hosted*, Cloud-Based

Cloud-Based

Added Platform Support

Mobile Apps

Mobile Apps

Customizable For Any Business

*Self-hosted, client-server application; pro-hosting available

Administration
Features
SAWIN
Pro Enterprise
SAWIN
Basic

Admin Portal

Dashboard

Content Management for Workforce

User Management

Advanced Customization

Advanced Rules Management (ARM)

Business Reports

Support Access

Field Operations
Features
SAWIN
Pro Enterprise
SAWIN
Basic

Content Portal

Automated Dispatching

Service Delivery

Installation

App for Installer

Estimating / Quotes

Convert Estimates into Jobs

Automated Job Tracking

Service Checklists

Group/Phase/Task Capabilities

GPS Integration & Tracking

Invoice Customers

Receive Payment

Web & Mobile Apps

CRM
Features
SAWIN
Pro Enterprise
SAWIN
Basic

Customer Management

Online Scheduling / Booking

Call Recording & Attachment

Lead & Pipeline Management

Estimating / Quotes

Sales Tracking

Commissions Tracking

Email & Text Notifications to Customer

Forecasting Revenue

Forecasting Projects

Custom Sales Process

Contact & Service History

Service Contracts

Equipment History

Contract Usage

Maintenance Schedule

Customized email for auto-renewal

Counter Sales

Cash Drawer Integration

Reports

Routing Booking Tasks

Asset Management
Features
SAWIN
Pro Enterprise
SAWIN
Basic

Document Imaging & Storage

Attach/View Docs in Digital Format

Attach Docs to Customer, Service Call or Estimate

Call Recording and Attachment

Service Record Management

Service Dispatch
Features
SAWIN
Pro Enterprise
SAWIN
Basic

Automatic Call Booking

Installer Scheduling

Customer Assignment

Technician Scheduling

GPS Mapping

Capacity Planning

GAAP Accounting
Features
SAWIN
Pro Enterprise
SAWIN
Basic

WIP Accounting

Contract Invoicing

Job Costing

Installation

Warranty Tracking

Accounts Receivable

Invoicing & Statements

Credit Hold Management

Sales Tax Reporting

Finance Charges

Accounts Payable

Multiple A/P Accounts

Vendor Information

Check Printing

1099 Printing

Insurance Certificate Reporting

Imaging

General Ledger

Multiple Companies & Departments

Journal Entries

Financial Statements

Retain GL History

GL Drill Down Facility

Open Periods

Bar Coding/Mobile Warehousing

Bank Reconciliation

Multiple Warehouses

Serial Number Logs

Inquiry on Stock

Inventory on Stock

Inventory Transfers

Audit Trails

Receiving

G/L Interface

Truck Stocking Levels

Purchase Orders

Trade Services Interface

A/P Invoice Validation

Credit Card Processing

Vendor Returns

Purchasing History

System & Custom Reports

Payroll

Unlimited Deductions

Multiple Earning Categories

Commissions

941 & W-2

Unlimited State Taxes

401K

Accounting Integration
Features
SAWIN
Pro Enterprise
SAWIN
Basic

Two-way sync with Quickbooks

Connectivity & Security
Features
SAWIN
Pro Enterprise
SAWIN
Basic

API (REST)

Connect via ODBC

Secure

Compare Features

At SAWIN Service Automation, we offer two distinctly different service management software platforms to help you meet your business goals. Below, we help you compare the two solutions to figure out which one is best suited to your situation.

SAWIN Pro
Enterprise

SAWIN
Basic

Platform Access

Self-Hosted*
Cloud Based

Cloud Based

Added Platform Support

Mobile Apps

Mobile Apps

Customizable For Any Business

*Self-hosted, client-server application;
pro-hosting available

SAWIN Pro
Enterprise

SAWIN
Basic

Admin Portal

Dashboard

Content Management for Workforce

User Management

Advanced Customization

Advanced Rules Management (ARM)

Business Reports

Support Access

SAWIN Pro
Enterprise

SAWIN
Basic

Content Portal

Automated Dispatching

Service Delivery

Installation

App for Installer

Estimating/
Quotes

Convert Estimates into Jobs

Automated Job Tracking

Service Checklists

Group/Phase/
Task Capabilities

GPS Integration & Tracking

Invoice Customers

Receive Payment

Web & Mobile Apps

SAWIN Pro
Enterprise

SAWIN
Basic

Customer Management

Online Scheduling/
Booking

Call Recording & Attachment

Lead & Pipeline Management

Estimating/
Quotes

Sales Tracking

Commissions Tracking

Email & Text Notifications to Customer

Forecasting Revenue

Forecasting Projects

Custom Sales Process

Contact & Service History

Service Contracts

Equipment History

Contract Usage

Maintenance Schedule

Customized email for auto-renewal

Counter Sales

Cash Drawer Integration

Routing Booking Tasks

Reports

SAWIN Pro
Enterprise

SAWIN
Basic

Document Imaging & Storage

Attach/View Docs in Digital Format

Attach Docs to Customer, Service Call or Estimate

Call Recording and Attachment

Service Record Management

SAWIN Pro
Enterprise

SAWIN
Basic

Automatic Call Booking

Installer Scheduling

Customer Assignment

Technician Scheduling

GPS Mapping

Capacity Planning

SAWIN Pro
Enterprise

SAWIN
Basic

WIP Accounting

Contract Invoicing

Job Costing

Installation

Warranty Tracking

Accounts Receivable

Invoicing & Statements

Credit Hold Management

Sales Tax Reporting

Finance Charges

Accounts Payable

Multiple A/P Accounts

Vendor Information

Check Printing

1099 Printing

Insurance Certificate Reporting

Imaging

General Ledger

Multiple Companies & Departments

Journal Entries

Financial Statements

Retain GL History

GL Drill Down Facility

Open Periods

Bar Coding/Mobile Warehousing

Multiple Warehouses

Bank Reconciliation

Serial Number Logs

Inquiry on Stock

Inventory on Stock

Inventory Transfers

Audit Trails

Receiving

G/L Interface

Truck Stocking Levels

Purchase Orders

Trade Services Interface

A/P Invoice Validation

Credit Card Processing

Vendor Returns

Purchasing History

System & Custom Reports

Payroll

Unlimited Deductions

Multiple Earning Categories

Commissions

941 & W-2

401K

Unlimited State Taxes

SAWIN Pro
Enterprise

SAWIN
Basic

Two-way sync with Quickbooks

SAWIN Pro
Enterprise

SAWIN
Basic

API (REST)

Connect via ODBC

Secure

For over 35 years SAWIN has been the leader in Field Service Management for home mechanical contractors. We help professionals in the HVAC, Plumbing, Electrical, and Home Repair industries grow their business with our purpose built features including:

> Automated Billing and Payment Processing

> Integrated Scheduling and Dispatching

> Phone System Integration

> GPS Fleet Tracking

>Inventory Tracking

> Job Costing

> Business Analytics and Revenue Reporting

Get in touch with our team today and get your personalized demo to see how SAWIN can help you book and complete more jobs, collect and process payment faster, keep happier customers and techs, and accelerate your growth!

GET YOUR DEMO TODAY!

1