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Sawin Field Service Management Review

SAWIN field service management software does more than enough to deserve your attention


What is Sawin Field Service Management?

Since 1984, Sawin, a family-run business, has provided automation software for the service and installation industries. Sawin has pioneered new integrated solutions for contractors looking to cut costs and scale operations using the power of cloud and mobile computing. With a strong focus on reducing training costs and implementation time, Sawin software aims to give leadership teams a clear picture of the entire business operations, from company headquarters to field operations.

Review
SawinRating
Ease of Use
Support
Mobile
Price
Summary
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Sawin Features

Dispatch & Mobile

This module includes call booking, dispatching, equipment tracking, service history and service contracts, all easy accessible from web and mobile platforms. Businesses can efficiently create, book, assign, manage, and complete work assignments for the day. Sawin also allows teams to view the equipment at a customer site, service calls performed, parts used, serial numbers, planned maintenance, parts required, revenue/cost associated with each piece of equipment, and more.

Job Costing

Provide accurate residential and commercial estimates to clients with a powerful contracting tool featuring easy-to-use templates for Quoting, Pending/In Process, Job Information, WIP Reports, Progress Billing, Union Reporting, and Cutting Edge Mobile Solutions. These features make Sawin well suited for several industries including heating and cooling, plumbing and mechanical contractors.

Sales & Marketing


Pursue higher revenues and lower operating costs using inbuilt forecasting, lead tracking tools and powerful sales pipelines that allows managers to interact with data related to all phases of the customer lifecycle. By utilizing canned and user defined fields within the enterprise module, users can segment customers into simple groups and deliver a unique marketing campaign to each one. Facilitate customer communications, lead generation, and cross-sell / up-sell campaigns by delivering personalized messages directly to the inboxes of targeted customers or prospects.

Accounts Receivable

A turnkey multi-tiered accounting solution (incorporating the best tenants of a GAAP-based Accounting System), this module includes the following: A General Ledger, Accounts Receivable, Accounts Payable, & Payroll, with a user Interface that allows users to track sales, costs, and profits logically and professionally. The system includes various reports for sales and customer analysis, customer labels, collections and sales journals.

Sawin Pricing

Sawin Pro does not publically display pricing plans on its site. Customers are invited to demo the product or contact the company by telephone to get a bespoke quote.

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Customer Support

Sawin Pro is an industry-standard solution and their customer service offerings reflect this. Sawin users receive telephone support, product documentation, an expert knowledge base and access to user forums. A highlight is the online web portal that provides helpful articles and case studies related to implementation for troubleshooting purposes.


Case Studies

A major air conditioning company deployed Sawin service automation software to take advantage of its mobile field management technology. With over 100 field technicians installing and servicing AC units in remote locations, the company needed a robust solution. It credits Sawin Pro for its successful navigation during the murky waters of 2008’s economic crisis and for reducing shoplifting, employee theft, supplier error/fraud, cashier errors by as much as 20%.

“Based on the sophistication of their products, the expertise of their staff, and their commitment to evolving with changing technology, we feel that Service Automation is more than just a software provider - we feel that Service Automation is a strategic business partner that has dramatically contributed to our ongoing success! I would recommend this product to anyone committed to improving their complete business cycle,” said the company.

The Sawin pro business solution ultimately allowed the company to drive down prices for customers and bring in record revenue without a corresponding increase in overhead costs.  This simple formula resulted in the company winning the ACCA contractor of the year award, followed by an expansion into new markets and an annual revenue increase of roughly 60%.


Our Verdict

Sawin Pro has succeeded in developing a powerful service automation suite that benefits both small and large companies in a range of industries. It's estimated that over 300 field technicians and roughly 20 companies now use Sawin in the field, demonstrating its worth and robustness in a competitive marketplace. Since the business is family run, it places a strong emphasis on maintaining customer loyalty, a notable attraction for businesses seeking a long-term software solution.