SouthWare is ideally suited for the HVAC industry. It offers a totally integrated solution by providing an excellent back office function with purchasing, inventory, sales and service order processing, service dispatch, service contracts, service billing and equipment service tracking. It can also include customer relationship management (CRM), task management, exception management, and information management. It was one of the first systems to include an effective executive information system (EIS).

Service orders are the heart of your service business. You need to take your customer requests quickly, schedule the service call, assign and dispatch the technician and bill promptly and accurately.

The dispatch board shows each technician, the number of calls assigned, the service order numbers, and the priority assigned to each service order as well as all unassigned service orders. An optional preview pane at the bottom of the screen shows more details of any highlighted service order.

A pop-up menu allows you to quickly re-assign a service order to any other technician. Next Day/Previous Day buttons allow you to easily review calls for surrounding days and the Multi-Day grid displays technician totals of scheduled hours for a 30-day time period. See an automated demonstration of the dispatch board.

Effectively managing your service contracts can be one of the biggest challenges your business faces. Service contracts tend to be complex, including pricing exceptions, different levels of coverage, and different billing cycles. With South Ware's Contract Management you have the tools to easily record, track, propose, renew, service, and bill your contracts accurately and efficiently.

You can keep track of all the important information about your equipment, your customer's equipment, equipment returned to the manufacturers, and equipment currently under repair. Equipment is constantly changing and moving. Accurate equipment records help you provide great service with the utmost efficiency.

Our clients value the ability to grow and match this system to their particular needs. Even among business in the same industry, different rules and practices evolve over time. SouthWare tools provide the ability to modify the programs to your business practices without custom programming and to match each user's needs by configuring menus, security, and styles from the data entry clerk to top executive.