SAWIN BASIC

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.

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