Service Management Software

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.

Service Invoicing Software

To have a successful service business you need a billing system that gets invoices to your customers promptly and with the right information. Ideally you could also save time by having your service order and contract information flow automatically into your 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.

Key Features:

  • 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
  • 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

Service Orders Software

Service orders are the heart of your service business. You need to take your customer requests quickly, schedule normal service calls, get the work assigned, keep track of 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.

Key Features:

  • 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

Service Schedule Dispatch Portal

Quality scheduling is critical to operational efficiency – and revenue – in the world of service managers. Streamline and simplify the dispatch of your service teams with SouthWare’s Web-based Service Scheduler and Dispatch Portal. We take the guess work out of resource planning and accelerate your key scheduling processes.

SouthWare centralizes 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. The user friendly calendar delivers real-time tracking of your service calls and ensures your team’s time is maximized. The preview function gives you instant access to order details and enables you to “zoom in” and make quick changes to scheduled work assignments with the click of mouse. And the optional technician mapping function provides driving routes for assignment locations.

Key Features:

  • 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

Contract Management Software

Effectively managing your 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. Your contract information must be accurate, but it takes a lot of work. SouthWare’s Contract Management handles the service contract functions for SouthWare’s Service Management Series. With Contract Management you get the help you need to record, track, propose, renew, service, and bill your service contracts accurately and efficiently.

Key Features:

  • 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
  • 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

Equipment Servicing Software

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. Equipment is constantly on the move and changing. 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