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QuickBooks 2005

TM

 

 

SWORD stands for Service Work Order Requests & Dispatch.  

SWORD™ is a complete Service Order management software application for creation and dispatch of service orders. Plus, SWORD includes solutions for the following service business challenges:

  • Customer Relationship Management
  • Maintenance Plan Tracking and Documentation

SWORD™ is ideal for many types of businesses that have field technicians and other personnel that are dispatched or routed on service calls.

  • The application is compatible with Quickbooks® Customer, Items and Employee files.  Invoices generated in SWORD™ can be easily transfered into Quickbooks® as transaction files.
  • Multi-user and network-ready.
  • Runs in Win'95, Win'98, Win2000, Windows XP.

SWORD without the QuickBooks Link is essentially a Service Order entry program. QuickBooks Customer and Items files can be imported into SWORD. This version allows the generation of the following:

  • Documents

    • Service Orders

    • Purchase Agreements

    • Estimates

    • Pick Tickets

    • Material Sign-out Form

    • Invoice (AR Handled by QuickBooks)

  • Reports (Most reports may be customized by an End-User)

    • All SOs by Due Date;

    • by Customer;

    • by Schedule Data;

    • SOs equal to the Current Date

    • Estimates by Estimate Date

SWORD with Software Commerce Agent (SCA) for QuickBooks, provides two-way transfer of customer data and Service Orders can be transferred to QuickBooks as Invoices.

Click Here to View User Guide  ~ Click Here to Download Demo Application

Multi-level Security

Security allows you control of what Users can edit specific information or have access to specific modules.

Customer Master Data

You have virtually instant access to customer data through a variety of search methods, including Contact, Organization Name, Address, Phone Number and a partial string.

Service Order Entry Screen

Customer information is auto-populated by the Customer's Master File.

Scheduler Module

SWORD's Scheduler allows Service Orders to be sorted or grouped by several different criterias. A user can change the sort order by clicking on each WINDOW TAB.

Order Auditing & Processing

The SWORD audit window provides an easy way to meticulously track every Service Order from entry to invoicing.

Report Builder

Most reports can be customized with SWORD's Report Builder. SWORD generates Service Orders, Purchase Agreements and Maintenance Contracts, plus more.

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