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 | ||
| Customizeable 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 drop ship 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 | ||
| Withold 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 entitities 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 skillset tracking | ||
| 3rd Party Integrations | ||
| Quickbooks | ||
| Sage Accouting | ||
| FedEx & UPS (for parts distribution) | ||
| Profit Rhino | ||
| XOi Technologies | ||
| Avalara | ||
| Spreadsheet Server | ||
| Survey Square | ||
| See GlobalEdge Live | See Vision Live | |