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Product Details
The application is ideal for Client Relationship Management (CRM) or Contact Management and includes contact and follow-up history logs. Plus SWORD has a robust capability for the creation of proposals, sales orders, services orders, estimates and contracts. Moreover, SWORD is a very powerful tool for tracking orders that need to be dispatched to field service personnel.
SWORD includes solutions for the following service business challenges: Customer Relationship Management (CRM) Execute Customer Satisfaction Surveys and Track the Results Maintenance Plan Tracking and Documentation Drag and Drop Scheduling Calendars for Service Orders and Personnel Scheduling Track Expenses
SWORD is ideal for many types of businesses that have field technicians and other personnel that are dispatched or routed on service calls. Also, SWORD is popular among in-house maintenance and IT departments.
The application is compatible with QuickBooks Customer, Items and Employee files. Invoices generated in SWORD can be easily transferred into QuickBooks as transaction files. Optional: Multi-user and network-ready. Runs in Win'95, Win'98, Win2000, Windows XP, Windows 2003 Server, Vista. SWORD without the *SCA QuickBooks Link is essentially a Service Order entry program. QuickBooks Customer and Items files can be imported into SWORD.
*SWORD with the optional Special Commerce Agent (SCA) for QuickBooks, provides two-way transfer of customer data and Service Orders can be transferred to QuickBooks as Invoices.
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