Find the perfect software fit for your business

Davisware offers two of the industry’s most powerful field service management software solutions for commercial and residential service businesses.

 

Product Features
CRM
Customer Management
Customer Portal ✔
Electronic document management integration  
Manage an unlimited number of customers and contacts✔✔
Real-time text and email customer notifications✔✔
Generate customer marketing lists✔✔
Sales Management
Prospect management✔ 
Sales team activity management✔ 
Pipeline management✔ 
Create estimates and proposals✔✔
Scheduling & Dispatching
Timeslot scheduling for service agreements✔✔
Send customer notifications based on tech location✔✔
Create and manage multiple dispatch boards✔✔
Schedule for jobs spanning multiple days✔✔
Manage recurring service agreements✔✔
Real-time routing and navigation✔✔
Automatic preventive maintenance creation✔✔
Operations
Service Agreements
Send mass email renewal notices✔ 
Auto-replenishment for PM parts✔ 
Automatic credit card processing✔ 
Recurring billing✔✔
Automatic invoice generation✔✔
Multiple options for revenue recognition✔✔
Customizable task lists✔✔
Integrated PM items and part lists✔✔
Service Management
Time & Material✔✔
Define custom labor rates and part markups✔✔
Serialized equipment tracking✔✔
Warranty tracking & management✔✔
Parts Order Management
Ship complete✔ 
Create dropship orders✔✔
Point of Sale✔✔
Purchasing
Automatic parts replenishment✔ 
Vendor management✔✔
Job Management
Create and manage multiple change orders✔ 
Add and manage budget revisions✔ 
Have an unlimited number of cost categories✔ 
Progress and AIA billing✔ 
Withhold AR retainage✔✔
e-Signatures✔ 
Inventory & Warehouse
Set an unlimited price list for parts✔✔
Automatic replenishment based on reorder methods✔ 
Automatic reorder methods based on inventory usage✔ 
Advanced inventory valuation for utilization with multiple cost methods✔ 
Generate barcode labels for inventory items✔✔
Serialized inventory tracking✔✔
Define reorder controls for inventory items✔✔
Ability to manage multiple warehouses✔✔
Accounting
Accounts Payable
Send bulk purchase orders by e-mail✔ 
AP Entry with pre-defined distributions by vendor✔ 
Ability to withhold AP retainage✔ 
Ability to manage multiple & locations✔✔
Accounts Receivable
Mass send customer statements by e-mail✔ 
Mass send customer invoices by e-mail✔ 
Point of sale entry✔✔
Built-in credit card processing✔✔
Swipe credit cards in the field✔✔
General Ledger
Manage multiple entities within one database✔✔
Manage more than one balance sheet✔ 
Customizable chart of accounts that provides enhanced security to prevent inaccurate postings✔✔
Manage more than one income statement✔✔
Recurring journal entries✔✔
Reporting & Analytics
Real-time AR Dashboard✔ 
Ability to create custom reports & dashboards✔ 
Out of the box reports by module✔✔
Financial statements & reports✔✔
Revenue tracking✔✔
Field Management
Fleet management✔✔
Technician mobile app✔✔
Live map GPS tracking✔✔
Mobile inventory management✔✔
Driver profiles✔ 
Human Resources
Employee records management✔ 
Built-in payroll system✔ 
Commission Tracking✔ 
Time clock entry for office employees✔ 
Timesheet entry from the field✔✔
Technician skill set tracking✔✔
3rd Party Integrations
Quickbooks ✔
Sage Accounting ✔
FedEx & UPS (for parts distribution)✔ 
Profit Rhino✔ 
XOi Technologies✔✔
Avalara✔✔
Spreadsheet Server✔✔
Survey Square✔✔
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