Compare Service Management Software Platforms

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

 

Request Demo | Get a Quote

Yearly or Monthly Plans

SAWIN Basic

 

$99/user

Yearly or Monthly Plans

Platform Access

Self-Hosted*

Cloud-Based

Cloud-Based

Added Platform Support

Mobile Apps

Mobile Apps

Customizable For Any Business

Free 30-Day Trial

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

Adminstration

Admin Portal

Dashboard

Content Management for Workforce

Content Management for Workforce

User Management

Advanced Customization

Advanced Rules Management (ARM)

Business Reports

Support Access

Field Operations

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

Receive Work Orders

Invoice Customers

Receive Payment

Web & Mobile Apps

CRM

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 Contractsy

Equipment History

Contract Usage

Maintenance Schedule

Permit Tracking

Customized email for auto-renewal

Counter Sales

Cash Drawer Integration

Reports

Routing Booking Tasks

Routing Booking Tasks

Asset Management

Document Imaging & Storage

Attach/View Docs in Digital Format

Attach Docs to Customer, Service Call or Estimate

Call Recoding and Attachment

Service Record Management

Service Dispatch

Automatic Call Booking

Installer Scheduling

Customer Assignment

Technician Scheduling

GPS Mapping

Capacity Planning

GAAP Accounting

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 Certificates

Special Payments

Imaging

General Ledger

Multiple Companies & Departments

Journal Entries

Financial Statements

Retain GL History

GL Drill Down Facility

Open Periods

Bar Coding/Mobile Wharehousing

Bank Reconciliation

Multple Wharehouses

Seriel Number Logs

Inquiry on Stock

Inventory on Stock

Inventory Transfers

Audit Trails

Receiving

G/L Interface

Kit/Components

Truck Stocking Levels

Purchase Orders

Trade Services Interface

A/P Invoice Validation

Credit Card Processing

Vendor Returns

Purchasing History

System & Custom Reports

Payroll

Unlimited Deductionss

Multple Earning Catagories

Unlimited Deductionss

Commissions

941 & W-2

Unlimited State Taxes

401K

Seamless Accounting Integration

Two-way sync with Quickbooks

Connectivity & Security

API (REST)

Connect via ODBC

Secure

SAWIN Pro Enterprise

 

Request Demo | Get a Quote

Yearly or monthly plans

Platform AccessSelf-Hosted*
Added Platform SupportMobile Apps
Customizable For Any Business

Adminstration

Admin Portal
Dashboard
Content Management for Workforce
User Management
Advanced Customization
Advanced Rules Management (ARM)
Business Reports
Support Access

Field Operations

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
Receive Work Orders
Receive Payment
Web & Mobile Apps

CRM

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 Contractsy
Equipment History
Contract Usage
Maintenance Schedule
Permit Tracking
Customized email for auto-renewal
Counter Sales
Cash Drawer Integration
Reports
Routing Booking Tasks

Asset Management

Document Imaging & Storage
Attach/View Docs in Digital Format
Attach Docs to Customer, Service Call or Estimate
Call Recoding and Attachment
Service Record Management

Service Dispatch

Automatic Call Booking
Installer Scheduling
Customer Assignment
Technician Scheduling
GPS Mapping
Capacity Planning

GAAP Accounting

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 Certificates
Special Payments
Imaging
General Ledger
Multiple Companies & Departments
Journal Entries
Financial Statements
Retain GL History
GL Drill Down Facility
Open Periods
Bar Coding/Mobile Wharehousing
Bank Reconciliation
Multple Wharehouses
Seriel Number Logs
Inquiry on Stock
Inventory on Stock
Inventory Transfers
Audit Trails
Receiving
G/L Interface
Kit/Components
Truck Stocking Levels
Purchase Orders
Trade Services Interface
A/P Invoice Validation
Credit Card Processing
Vendor Returns
Purchasing History
System & Custom Reports
Payroll
Unlimited Deductionss
Multple Earning Catagories
Commissions
941 & W-2
Unlimited State Taxes
401K

Connectivity & Security

Secure

SAWIN Basic

 

Request Demo | Get a Quote

Yearly or monthly plans

Platform AccessSelf-Hosted*
Added Platform SupportMobile Apps
Customizable For Any Business
Free 30-Day Trial

Adminstration

Admin Portal
Dashboard
Content Management for Workforce
User Management

Field Operations

Content Portal
Automated Dispatching
Service Delivery
Installation
Estimating / Quotes
Service Checklists
Invoice Customers
Receive Payment
Web & Mobile Apps

CRM

Customer Management
Online Scheduling / Booking
Call Recording & Attachment
Estimating / Quotes
Sales Tracking
Email & Text Notifications to Customer
Service Contractsy
Equipment History
Contract Usage
Maintenance Schedule
Customized email for auto-renewal
Reports
Routing Booking Tasks

Asset Management

Document Imaging & Storage
Attach/View Docs in Digital Format
Attach Docs to Customer, Service Call or Estimate
Call Recoding and Attachment
Service Record Management

Service Dispatch

Automatic Call Booking
Customer Assignment
Technician Scheduling

GAAP Accounting

Contract Invoicing
Credit Hold Management
Imaging
Multiple Companies & Departments
Audit Trails
Purchase Orders
Credit Card Processing

Seamless Accounting Integration

Two-way sync with Quickbooks

Connectivity & Security

API (REST)
Connect via ODBC
Secure