HVAC Business Management

SouthWare is a general purpose accounting system that is that has modules that adapt it for service industries such as HVAC and refrigeration sales and service companies. It is useful in companies from around $3 million to $200 million in annual sales. SouthWare has many features that make it easier to learn and easier to use than the other "HIGH END" systems with which it compares. The application is completely modular, yet still completely integrated. The system runs on a broad base of operating environments and platforms. See how it works for Fire Equipment Servicing or for Restaurant Equipment Servicing.

The heart of the system for HVAC and refrigeration sales and service companies is in Service Orders and Service Invoicing. An optional module which may also be useful is Contract Management. In larger companies, Equipment Servicing may also be useful.

Service Orders -- Take Telephone orders for Service Calls, Make them Happen!

For services that originate from service orders, the Service Order Module will provide for scheduling and dispatch, as well as driving the invoicing. Service Orders provides the help you need to record, dispatch, schedule, track, assign, and close service orders with a 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
• Know the current status of each service order
• Record the parts and services used on a service order
• Ensure that contract rates, limits, and coverages are correct

Service Invoicing -- Invoice for Service Work, Track Sales, Taxes

Service invoicing provides the billing system for your sales and services. It works the way you work. Provides streamlined entry and printing. The invoicing is driven automatically from Service Orders and from Contract Management, when these options are installed.

• Standardize Billings
• Integrate with Accounts Receivable
• Sell Parts and Services
• Streamline complex sales situations
• Standardize pricing and miscellaneous charges
• Track details of invoice history

Contract Management -- Track Earned / Un-Earned Revenue, Coverages, Expirations

Contracts Management helps to propose, record, track, renew, service and bill service contracts accurately and efficiently.

• Automatically track earned and unearned contract revenue
• Check all service work done against a contract
• Make a proposal on every lapsing contract
• Track profitability of each contract
• Follow coverages closely to assure no errors in billing

General Accounting

The General accounting core for supporting your selling and collection activity is especially strong. The account number structure can be as long as 15 digits and may contain as many as four parts. It has the ability to post into past and future periods. It is technically sound enough to satisfy the most finicky of CPA's. Includes budgeting, AR, AP, Collections, Payroll, Fixed Assets, and Cash Flow.

Inventory / Sales Series

If your company also sells a volume of equipment, you may need the functions provided by the Inventory Sales Series. This Series includes Inventory, Order Entry, Assemblies, Point of Sale, UPS Shipping, and Purchasing. SouthWare supports cash drawers, bar code printing and scanning, credit card readers and other automation accessories.

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