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
Customer Reviews
Features
58 features confirmed across
15categories· Showing confirmed capabilities only
Scheduling & Dispatch7features
DispatchingdispatchSchedulingschedulingWork OrdersWork Order ManagementOnline BookingCall BookingJob History AccessReal Time Job Status Updates and NotificationsScheduling OptimizationIntelligent schedule optimization
CRM & Sales7features
CRMCustomer managementContract ManagementContract ManagementLead ManagementJob ManagementMaintenance Agreement ManagerMembershipsAutomated Customer Touchpoints And SequencesAvailable PropertiesCommercial Property Database
Platform & Customization6features
Custom FieldsCustomizable FormsDocument ManagementDocument ManagementThird-Party IntegrationPhone System IntegrationScheduling And Dispatch IntegrationScheduling, Dispatch, And Project Management IntegrationService managementRole-Based Access ControlTechnician Management
Customer Communication5features
Client PortalCustomer PortalNotificationsNotifications And AlertsPre-Appointment Texts & EmailsVoIP Phone SystemCall RecordingVoice Note Recording
Mobile & Field Tools5features
Digital SignaturesContactless eSign solutionsDigital FormsMobile Time Capture with Automated T&M BillingMobile Web App for Service ProvidersTechnician Mobile App
Technician Management5features
Call Monitoring & CoachingCall recordingInspection ManagementInspection ManagementTime TrackingTime TrackingKiosk Time ClockTechnician Skill Trackingservice
Invoicing & Payments4features
InvoicingDigital invoicingPayment ProcessingAutomated Billing and Payment ProcessingPrice BookPricebookPricebook With Images
Equipment & Asset Management4features
Equipment TrackingActivity TrackingAsset ManagementAsset ManagementPredictive MaintenancePredictive MaintenanceRefrigerant Charge And Service History Tracking
Accounting Integration4features
Job CostingJob CostingAccounting IntegrationAccounting IntegrationAutomated PayrollPayrollAccounts Payable
Estimating & Quoting3features
Quoting & EstimatesQuote ManagementCustomer Facing Product Browsing and EstimatesDynamic Material Cost Updates and Revised Pricing
Reporting & Analytics3features
AnalyticsReporting/AnalyticsReportingBusiness Analytics and Revenue ReportingCall InsightsCall History Review
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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Telogis
Verizon Connect
Verizon Connect
Accounting 2
QuickBooks Online
QuickBooks
Sage Intacct
Sage Intacct
Marketing 2
PulseM
PulseM
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Field Service 1
Trimble
Trimble
Productivity 1
Schedule Engine
Schedule Engine