Cloud-based solution with a full-set of modules to run any business, any size. Ideal for companies with an existing accounting software.
can integrate with your current system while giving you the kind of features you need to make your business more efficient, more effective, and more profitable.
SAWIN BASIC streamlines field operations by making job tracking & scheduling easy for any business. Simply drag and drop work orders to assign and un-assign jobs to a technician. View jobs and technicians locations on the map for more efficient assignment.
Create and maintain a preventive maintenance schedule and billing. Track contract usage and easily see every work order that is related to a contract. All this information is easily accessible to field technicians. Even generate a proposals using pre-defined templates, and quickly convert them to a service job. You can even capture a customer signature right from the mobile app.
SAWIN Basic goes above and beyond the standard CRM. Our software includes prospect tracking through the entire sales cycle, opportunity-based sales tracking, appointment scheduling, email and text notifications for customers, permit tracking, and much more. Even record your prospects conversation and let your field hear it right before they service.
SAWIN Basic offers QuickBooks integration with a complete FMS solution. If you’re looking for a solution that includes a GAAP accounting backend, consider SAWIN PRO.
Create new customers, work orders, and quotes on-the-go. Access a full work order history for the customer from the field. Maintain equipment, create a contract, and give estimates from the field. Accept cash-on-delivery payments. Built-in GPS. Access training videos and manuals for self-learning.
Optimizing resource planning to prevent both overbooking or under booking of a time slot. Accommodate rise in service/maintenance calls due to weather or any external factor and maintain customer satisfaction by never missing an appointment.
Key Performance Indicator (KPI) reporting comes standard throughout the system, along with options for customized reporting.
With document imaging, document storage, and call recording, you’ll be able to retain and organize crucial business data – then protect that data by restricting access to employees as needed.
We offer seamless integration with products like Quickbooks, Microsoft Outlook, Word, Excel, Adobe, and more.