Software for Your Service Management Business

The SouthWare Excellence Series is an integrated financial and management information software for sales and service companies.  It is well suited for service and rental environments, as well as wholesale/distribution, light manufacturing and AIA job costing environments.

SouthWare’s Service Management Series is a complete service management system with specialized service functions and unique integration with accounting, inventory control, sales processing, and sales management software.

The modular software approach lets you combine the modules you need for seamless dispatching, scheduling, billing, contracts, equipment repair history, warranty information, technician tracking, and other service functions. Your business won’t outgrow the software.  You choose the modules that fit your needs today and easily incorporate additional modules as your company grows or your needs change.

Service Modules:

Service Scheduler / Dispatch Portal	Service Invoicing
Contract Management	Equipment Servicing
Service Orders

With SouthWare, front office and back-office operations become one interconnected business, providing multi-faceted conduits for information and decision making. With a service management system this efficient, you will reduce service costs, increase revenue, and elevate customer satisfaction.

The customizable family suite of business management software also includes: Financial Management, Inventory Management / Distribution, System Administration Tools, eCommerce / eBusiness, and Business Management.

The SouthWare Excellence Series is a comprehensive product with an impressive feature set that incorporates over 25 years of development and refinement. SouthWare’s development philosophy seeks to continuously enhance the mature product with recent technology.

 

Service Modules:

Service Scheduler / Dispatch Portal 

Quality scheduling is critical to operational efficiency and revenue. Streamline and simplify the dispatch of your service teams with SouthWare’s Web-based Service Scheduler and Dispatch Portal. Efficiently use resources to centralize service team availability and location, assignment requirements, and more, so you can deploy and manage field employees with zero conflicts at lower administrative cost.

Access the full potential of your calendar with alternate views by day, week, month, and technician. Utilize real-time tracking for service calls and ensure your team’s time is maximized.  Preview order details, “zoom in” and make quick changes to scheduled work assignments with the click of mouse. The optional technician mapping function provides driving routes for assignment locations.

• Get a birdseye view of your service department, open orders and dispatching.

• Preview and edit scheduled assignments and orders online.

• Alternate calendar views by day, week, month, and technician.

• Make changes on the fly with the ease of drag and drop functionality.

• Integrate with Microsoft Mappoint to get field technicians in the right place at the right time.

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Contract Management Module – Complete Contract Tracking And Control

Effectively managing service contracts can be one of the biggest challenges your service business faces. Service contracts tend to be complex, and may include pricing exceptions, different levels of coverage, and even different billing cycles. With Contract Management you can record, track, propose, renew, service, and bill your service contracts accurately and efficiently.

• Keep your service contracts current and accurate with less work.

• Know how profitable each contract has been.

• Make sure that you don’t let any service contracts lapse without first proposing a renewal.

• Check on all service work done against a particular contract.

• Know the correct amount of earned and unearned contract revenue without doing a lot of calculations every month.

• Instantly know whether a piece of equipment is covered by a service contract.

• Make sure you propose a service contract on every piece of equipment you sell.

• Eliminate billing errors by ensuring that different contract rates, limits, and coverages are automatically considered on service orders.

• Make sure you don’t forget any regularly scheduled work.

• Make sure your contract billings are sent out on time.

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Service Orders – Software To Manage Your Service Orders

Service orders are the heart of your service business. You need to take your customer requests quickly, schedule normal service calls, assign and track the status of the work, and get the work billed when it’s done. With Service Orders you get the help you need to record, dispatch, schedule, track, assign, and close service orders with minimum work and maximum results.

• Quickly record the important facts about every request for service.

• Efficiently handle both your regularly scheduled and your on-demand service requests.

• Get the right technician dispatched or assigned to a service order.

• Know the current status of each service order and know which ones need special attention.

• Quickly record the parts and services used on a service order.

• Ensure that a service order is billed accurately and promptly.

• Know the service history of each customer and piece of equipment.

• Make sure that fees such as travel or zone charges are charged when appropriate.

• Eliminate errors by ensuring that contract rates, limits, and coverages are automatically considered on service orders.

• Instantly answer your customers’ questions about the status and details of the work being done for them.

• Evaluate the work being done by each of your technicians and service locations.

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Service Invoicing – Software That Process Invoices Efficiently And Accurately

To have a successful service business you need a billing system that gets invoices to your customers promptly and with the right information. SouthWare’s Service Invoicing can save time and money by integrating service orders and contracts information to automatically create invoices. SouthWare’s Service Invoicing provides the billing system for SouthWare’s Service Management Series, a complete system for service businesses. With Service Invoicing you’ll be confident that you’re getting your service invoices processed efficiently and accurately.

• Enter a service invoice quickly.

• Instantly bill a completed service order from Service Orders.

• Produce invoices from contracts in Contract Management.

• Streamline the handling of complex sales situations.

• Put as much detail on an invoice as you need.

• Ensure that standard pricing is used on your invoices.

• Get your invoices recorded in A/R almost instantly.

• Know the details of past invoices.

• Standardize your miscellaneous add-on charges.

• Keep your A/R system updated with sales taxes, commissions, and other information from the latest invoices.

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Equipment Servicing - Software To Manage Your Equipment Servicing Business

Keeping track of all the important information about your equipment, customer equipment, equipment returned to the manufacturer, and equipment currently under repair is a demanding task. SouthWare’s Equipment Servicing provides you with thorough equipment records so you can provide great service and get paid for your service.

• Know the detailed service history for each piece of equipment you service.

• Know the warranty dates on each piece of equipment you sell so you can bill service work accurately and know when to offer a service contract.

• Keep track of a piece of equipment as it moves between customers or contracts.

• Automatically schedule preventive maintenance service work on equipment that is under contract.

• Price your service contracts based on rates per piece of equipment on the contract.

• Instantly know whether a piece of equipment is covered by a service contract.

• Make sure you propose a service contract on every piece of equipment you sell.

• Keep track of metered usage on certain equipment.

• Know the profitability and repair history of each model of equipment you service.

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  Additional Detailed Product Resources

• Financial Management
  Accounts Payable
  Accounts Receivable
  General Ledger
  Payroll
  Cash Flow
  Collections
  Fixed Assets
  Job Costing
  
  
• Inventory Management
  Inventory Control
  Point of Sale
  Order Entry
  Purchasing
  Assembly Work Orders
  Return Authorization
  Rental Department
  Shipping Interface
  Warehouse Tracking
  Matrix Pricing
  
  
• Service Management
  Service Orders
  Service Invoicing
  Contract Management
  Equipment Servicing
  
  
• Productivity Tools / E-Commerce
  NetLink - browser based network access:
  Submit orders
  Check balances
  Check order status
  Submit Service Requests
  Customer Access
  

SouthWare® and SouthWare Excellence Series™ are registered trademarks of SouthWare Innovations, Inc.