From Office to Field, SAWIN Basic connects the most complex service business operations into a streamlined service engine of profitability.
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SAWIN Basic
Cloud-based solution with a full-set of modules to run any business, any size. Ideal for companies with an existing accounting software.
SAWIN Basic
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.
Meet and exceed customer
expectations
A cloud solution that tracks
all aspects of running your
operations
Analyze your success with
real-time reporting
Key Features Include
Scheduling & Dispatching
Scheduling & Dispatching
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.
Service Contract Agreements, Quotes & Proposals
Service Contract Agreements, Quotes & Proposals
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.
CRM & Lead Tracking
CRM & Lead Tracking
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.
Accounting
Accounting
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.
Mobile Workforce Management
Mobile Workforce Management
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.
Capacity Planning
Capacity Planning
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.
Reporting
Reporting
Key Performance Indicator (KPI) reporting comes standard throughout the system, along with options for customized reporting.
Security & Asset Management
Security & Asset Management
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.
Application Integration
Application Integration
We offer seamless integration with products like Quickbooks, Microsoft Outlook, Word, Excel, Adobe, and more.
Compare which SAWIN field service management solution can help you
automate your business
Interested in learning more about how
SAWIN PRO BASIC can be customized to make your business more efficient. We’d love to show you more.
Fill out this form to get a free, no-obligation demo and learn more!
Or call us today at 800-774-7218
If you are looking for a complete solution with an integrated financial and accounting backend for billing, job costing, payroll, and more, check out SAWIN Pro Enterprise
check out SAWIN Pro