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 Pro
by SAWIN Service Automation
Last updated Mar 29, 2026 · 1 revision
Veteran HVAC-first FSM platform with both cloud/SaaS and client/server deployment options, rare among modern FSM tools.
Highlights
Capabilities
Trust
Media
sawinpro.com
About This Product
25+ year legacy FSM platform specifically targeting HVAC, plumbing, telecom, and maintenance contractors. Offers scheduling, dispatching, invoicing, payroll management, and comprehensive reporting. User satisfaction rating 87% on SelectHub across 25 reviews. Notable for flexible hybrid deployment when most competitors are cloud-only.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- 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 7.0
Support 5.0
Value 6.0
Integrations 8.0
AI Capabilities 2.0
Features
54 features confirmed across
15categories· Showing confirmed capabilities only
Customer Communication7features
Client PortalCustomer Web PortalVoIP Phone SystemPhone integrationAuto DialerClick-to-CallCall RecordingNotificationsSMS MessagingTeam MessagingTechnician Management
CRM & Sales7features
Maintenance Agreement ManagerMembershipsAutomated Customer Touchpoints And SequencesCustomer ExperienceAvailable PropertiesResidential PropertiesCommercial Property DatabaseCommercial PropertiesContract ManagementContract ManagementLead ManagementJob ManagementInteraction History
Platform & Customization7features
Custom FieldsCustomizable FormsDrag And Drop Form BuilderDynamic Form TriggeringScheduling And Dispatch IntegrationJob scheduling and dispatchingThird-Party IntegrationPhone System IntegrationDocument ManagementContinuous Data SyncingReal Time DataCustom BrandingCustomer Experience
Mobile & Field Tools5features
Mobile Web App for Service ProvidersWeb Mobile Tech ApplicationTechnician Mobile AppMobile AccessImage Tagging And Job GalleryDigital FormsProof of DeliveryLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Scheduling & Dispatch4features
Work OrdersWork Order ManagementOnline BookingCall BookingScheduling OptimizationJob History AccessJob History Review
Inventory Management4features
Inventory ManagementInventory TrackingBarcode ScanningBarcode ScanningVendor TrackingVendor ManagementSupplier ManagementVendor Management
Equipment & Asset Management4features
Equipment TrackingActivity TrackingAsset ManagementAsset ManagementPredictive MaintenancePredictive MaintenanceRefrigerant Charge And Service History TrackingService History Tracking
Reporting & Analytics3features
AnalyticsReporting/AnalyticsReal Time Operational Data Collection and AnalysisReal Time DataCall TrackingCall Logging
Technician Management3features
Call Monitoring & CoachingCall recordingInspection ManagementInspection ManagementChecklistsChecklist completion
Accounting Integration3features
Job CostingJob CostingAccounts PayableAccounts PayableAccounts ReceivableAccounts Receivable
Fleet & GPS Management2features
Driver Behavior MonitoringGIS RoutingCommercial Truck Navigation
Training & Education2features
Sales & Customer RelationsCustomer ServiceMobile-Friendly LearningMobile Access
Invoicing & Payments1feature
Pricebook With ImagesPricebook with product images and descriptions
Estimating & Quoting1feature
Customer Facing Product Browsing and EstimatesCustomer-facing product browsing and estimates
AI & Automation1feature
AI Powered Sales RecommendationsUpgrade and recommendation suggestions in pricebook
Integrations 15 across 5 categories
GPS & Fleet 7
FleetBoss
Fleetmatics
Nextraq
Rastrac
Teletrac Navman
Telogis
Verizon Connect
Accounting 3
QuickBooks Online
QuickBooks
SAWIN Professional Enterprise ERP
Sage Intacct
Productivity 3
Microsoft Excel
Microsoft Excel
Microsoft Word
Schedule Engine
Communication 1
Outlook
Field Service 1
Trimble
