Data export available on request
"receive your personal information in a useable electronic format and transmit it to a third party (right to data portability)"
Confidence: high
Source
SAWIN Basic
by SAWIN Service Automation
Get the Best in Field Service Management Software
Highlights
Capabilities
Trust
Media
sawinpro.com
About This Product
SAWIN Service Automation is a field service management software provider with over 35 years of experience, offering purpose-built features for home mechanical contractors in HVAC, plumbing, electrical, and home repair industries.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Not available
- Free trial
- Yes
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Data deletion honored on request
"You may contact us to request information about the personal data we have collected from you and to request the correction, modification or deletion of such personal information, which requests we will do our best to honor subject to any legal and contractual obligations."
Confidence: high
Source
Primary policy document: https://sawinpro.com/privacy-policy
FSH Score Breakdown
Ease of Use 5.0
Features 6.4
Support 5.0
Value 4.5
Integrations 7.0
AI Capabilities 1.5
Features
67 features confirmed across
15categories· Showing confirmed capabilities only
Mobile & Field Tools8features
Digital Field Data Capture with Date, Time, and Username StampsField data captureDigital SignaturesContactless eSign solutionsTechnician Mobile AppMobile AccessMobile Task Routing and ManagementTechnician ManagementDigital FormsMobile Time Capture with Automated T&M BillingMobile Web App for Service ProvidersImage And Video Upload For Problem SolvingJob photo and video capture
Scheduling & Dispatch7features
DispatchingdispatchSchedulingschedulingWork OrdersWork Order ManagementOnline BookingCall BookingScheduling OptimizationIntelligent schedule optimizationJob History AccessReal Time Job Status Updates and Notifications
Customer Communication7features
Call RecordingVoice Note RecordingClient PortalCustomer PortalNotificationsNotifications And AlertsVoIP Phone SystemPhone integrationAuto DialerClick-to-CallPre-Appointment Texts & EmailsTeam MessagingTechnician Management
CRM & Sales7features
CRMCustomer managementAutomated Customer Touchpoints And SequencesCustomer ExperienceAvailable PropertiesResidential PropertiesCommercial Property DatabaseCommercial PropertiesContract ManagementContract ManagementLead ManagementJob ManagementMaintenance Agreement ManagerMemberships
Platform & Customization7features
Custom FieldsCustomizable FormsDocument ManagementDocument ManagementScheduling And Dispatch IntegrationJob scheduling and dispatchingScheduling, Dispatch, And Project Management IntegrationService managementThird-Party IntegrationPhone System IntegrationRole-Based Access ControlWork authorizationContinuous Data SyncingReal Time Data
Reporting & Analytics5features
AnalyticsReporting/AnalyticsReportingBusiness Analytics and Revenue ReportingCall InsightsCall History ReviewReal Time Operational Data Collection and AnalysisReal Time DataCall TrackingCall Logging
Technician Management5features
Call Monitoring & CoachingCall recordingInspection ManagementInspection ManagementTime TrackingTime TrackingKiosk Time ClockTechnician Skill Trackingservice
Accounting Integration5features
Job CostingJob CostingAccounting IntegrationAccounting IntegrationAutomated PayrollPayrollCash Flow ManagementFinancial managementAccounts Payable
Invoicing & Payments4features
InvoicingDigital invoicingPayment ProcessingAutomated Billing and Payment ProcessingPrice BookPricebookPricebook With ImagesPricebook with visual product images and descriptions
Equipment & Asset Management4features
Equipment TrackingActivity TrackingAsset ManagementAsset ManagementPredictive MaintenancePredictive MaintenanceRefrigerant Charge And Service History TrackingService History Tracking
Estimating & Quoting3features
Quoting & EstimatesQuote ManagementCustomer Facing Product Browsing and EstimatesDynamic Material Cost Updates and Revised Pricing
Inventory Management2features
Inventory ManagementInventory TrackingVendor TrackingVendor Management
Fleet & GPS Management1feature
GPS TrackingGPS Fleet Tracking
AI & Automation1feature
AI Powered Sales Recommendations
Training & Education1feature
Mobile-Friendly LearningMobile Access
Integrations 13 across 5 categories
GPS & Fleet 7
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Fleetmatics
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Rastrac
RasTrac
Teletrac Navman
Teletrac
Telogis
Telogis
Verizon Connect
Verizon Connect
Accounting 2
QuickBooks Online
QuickBooks
Sage Intacct
Sage Intacct
Marketing 2
PulseM
PulseM
SurveySquare
Field Service 1
Trimble
Trimble
Productivity 1
Schedule Engine
Schedule Engine