Copyright © 2012 Service Automation, Inc. All Rights Reserved. | Terms and Conditions
Copyright © 2012 Service Automation, Inc. All Rights Reserved. | Terms and Conditions
Accounts Receivable
•Customer Information
View a wide variety of customer information at the click of a button such as current account
aging, credit status, payment history, account history, collection activity, classifications for
marketing analysis and customer specific notes.
•Data Flow into Accounts Receivable
All revenue and cash receipts items from other SAWIN Professional applications such as
Service/Dispatch invoices, Inventory , Counter Sales and Contracting invoices flow directly
into A/R so that collections and A/R management are consolidated into one application.
Transactions for multiple service locations in Service Dispatch can be tied to the same A/R
customer. Financial transactions for these service locations will all be posted to this same
customer for collections.
•Invoicing & Statements
Create and print invoices, credit and debit memos and statements from AR. Use either pre-
printed forms or plain white paper.
•Finance Charges
Calculate and bill customers for finance charges on late accounts.
•Sales Tax Reporting
Several sales tax reports are included providing both detail and summary information for
proper sales tax reporting. These reports track sales and tax information from all
applications within the SAWIN Professional system.
•Credit Hold Management
Pricing The system can automatically place accounts on credit hold based upon credit limits
or days past due if desired. Accounts can be placed manually on hold at any time. The
reason the account is on-hold is shared with other SAWIN Professional applications to
facilitate customer collections.
•History Files
Retain complete check and invoice history for as long as desired and storage space allows.
•Department Tracking
System includes two special management reports. The "Department Status" is a "snapshot"
of what is happening in A/R at any given moment. The "Department Activity" report provides
both sales and cash receipts volume, averages and amounts for any given date range.
•Special Accounting Notes
Free-form notes can be added to both customers and invoices. Special notes can be
entered for specific A/R customers to be included on all invoices to this particular customer.
•Interface with Contracting
Track retainage billed on contracting jobs easily for collection purpose. Aging Reports can
include a column displaying "unbilled retainage" for reporting to banks. Also, special
statements can be printed with only retainage type invoices included.
•Interface with Service Dispatch
The system automatically alerts personnel booking service calls to customers who are
exceeding their credit limits or are on credit hold. The automatic booking of maintenance
calls can be stopped for customers as well as those who do not have good credit status.
•System Reporting
The SAWIN Professional AR system includes various reports for sales and customer
analysis, customer labels, collections and sales journals.
•Customer Information
View a wide variety of customer information at the click of a button such as current account
aging, credit status, payment history, account history, collection activity, classifications for
marketing analysis and customer specific notes.
•Data Flow into Accounts Receivable
All revenue and cash receipts items from other SAWIN Professional applications such as
Service/Dispatch invoices, Inventory , Counter Sales and Contracting invoices flow directly
into A/R so that collections and A/R management are consolidated into one application.
Transactions for multiple service locations in Service Dispatch can be tied to the same A/R
customer. Financial transactions for these service locations will all be posted to this same
customer for collections.
•Invoicing & Statements
Create and print invoices, credit and debit memos and statements from AR. Use either pre-
printed forms or plain white paper.
•Finance Charges
Calculate and bill customers for finance charges on late accounts.
•Sales Tax Reporting
Several sales tax reports are included providing both detail and summary information for
proper sales tax reporting. These reports track sales and tax information from all
applications within the SAWIN Professional system.
•Credit Hold Management
Pricing The system can automatically place accounts on credit hold based upon credit limits
or days past due if desired. Accounts can be placed manually on hold at any time. The
reason the account is on-hold is shared with other SAWIN Professional applications to
facilitate customer collections.
•History Files
Retain complete check and invoice history for as long as desired and storage space allows.
•Department Tracking
System includes two special management reports. The "Department Status" is a "snapshot"
of what is happening in A/R at any given moment. The "Department Activity" report provides
both sales and cash receipts volume, averages and amounts for any given date range.
•Special Accounting Notes
Free-form notes can be added to both customers and invoices. Special notes can be
entered for specific A/R customers to be included on all invoices to this particular customer.
•Interface with Contracting
Track retainage billed on contracting jobs easily for collection purpose. Aging Reports can
include a column displaying "unbilled retainage" for reporting to banks. Also, special
statements can be printed with only retainage type invoices included.
•Interface with Service Dispatch
The system automatically alerts personnel booking service calls to customers who are
exceeding their credit limits or are on credit hold. The automatic booking of maintenance
calls can be stopped for customers as well as those who do not have good credit status.
•System Reporting
The SAWIN Professional AR system includes various reports for sales and customer
analysis, customer labels, collections and sales journals.
Modules
Overview
Service Dispatch
Accounts Receivable
Accounts Payable
Counter Sales
Payroll
General Ledger
Purchasing/Inventory
Job Costing
Sales/Marketing
Wireless
Imaging
Overview
Service Dispatch
Accounts Receivable
Accounts Payable
Counter Sales
Payroll
General Ledger
Purchasing/Inventory
Job Costing
Sales/Marketing
Wireless
Imaging
Recent News
2012 AHR Expo Innovation
Awards Value Impact Application
Honorable Mention
SAWIN recently got the AHR Value
Impact Application Honorable Mention...
Read More..
Awards Value Impact Application
Honorable Mention
SAWIN recently got the AHR Value
Impact Application Honorable Mention...
Read More..
Moore Heating uses SAWIN
Mobile as a formula for Success!
SAWIN MOBILE has now been operating
successfully in the field since 2006 and
currently hosts over 300 technicians from
Read More..
Mobile as a formula for Success!
SAWIN MOBILE has now been operating
successfully in the field since 2006 and
currently hosts over 300 technicians from
Read More..
Testimonials
•CFS Service Corporation
"I have found it to be an invaluable tool
for the service contracting business. I
have been very satisfied with the
product and more importantly the
support..."
"I have found it to be an invaluable tool
for the service contracting business. I
have been very satisfied with the
product and more importantly the
support..."
•ME Flow, Inc.
"I have nothing but outstanding things
to say about everyone I have dealt with.
I feel we have made a perfect choice in
software that will allow us to grow and
be more profitable as time goes on."
"I have nothing but outstanding things
to say about everyone I have dealt with.
I feel we have made a perfect choice in
software that will allow us to grow and
be more profitable as time goes on."
