SWORD: Service Management Software

Field & Shop Service

Opera Bug

Contents | Index

• SWORD: Service Management Software
  • Introduction & Overview
• About ABCI Software
  • Community
  • Tech Support for SWORD
• About What's New in SWORD ...
  • Standard Version 5 Release History
  • Standard Version 4 Release History
  • Planned for SWORD: Service Management Software
  • What's New in the SWORD IP Client 
• Admin User Guide
  • Accounts Receivable Processes
    • Auditing Service Orders for Billing
      • Ready Tagged Orders
    • Creating Invoices
      • Adding Items to an Invoice
    • Creating Invoices without a Service Order
    • Exporting Orders to IIF for QuickBooks
    • Exporting Orders to XML for QuickBooks
    • Invoice Aging Report
    • Invoice Payments
    • Invoice Payment Journal
    • Invoice Printing
    • Printing Customer Statements
    • Customer Master Data
      • Adding a Customer
      • City, State Zip Code Lookup
      • Customer Master Reference Number
      • CPE Concept
      • Deleting a Customer
      • Equipment Entry & Migration
      • Exporting Customer list to Excel
      • Importing Customers from QuickBooks
      • On Credit Hold
      • Service Order PopUp Messages
      • Site Description
      • User Defined Customer Fields
    • FAQ
      • How do I add a customer?
      • How do I delete a customer?
      • How do I delete a Service Order?
      • How do I reassign a Service Order that was created for the wrong customer?
      • How do I 'unlock' a Service Order?
      • How Do I Use the Query button?
      • How can I Spell Check my typing?
      • How can I edit a SWORD form or Report?
      • How do I fix a File Access Error
      • Inventory Admin
        • Importing Items From QuickBooks
        • Using Query on the Items Table
    • Customer Relationship Management
      • Adding or Editing a Contact
      • Contact Global Table
      • CRM Follow-up
      • Moving a Contact
    • Managed Service Contracts
      • CPE & Managed Service Contracts
      • CPE Components
      • CPE Reports
      • MSC Plan Names
      • Quoting Service or Maintenance Plans
    • Report Builder
      • What is a Report Builder?
      • Features Of Report Builder
      • Report Builder - User Interface
      • Databases
      • Database filters
      • Variable Fields
      • Report Formatter Screen
      • Report Bands
      • Sorting Bands
      • Frames
      • Adding Text Frame
      • Concatenation Symbol
      • Frame Properties
      • Group Band Properties
      • Dictionary
        • Dictionary - Built in Variables
        • Dictionary - Calculated Fields
        • Dictionary - Funtions
        • Dictionary - Gather Totals
        • Dictionary - Processed Files
        • Dictionary - Standard Functions
        • Dictionary - Standard Operators
        • Data Picture
        • Page Counter
  • Active Orders by Filtered View
  • Audit Orders for Billing
  • Browse Table Controls
  • Company Setup
    • Chart of Accounts
    • Check for Warranty or Plan Expiration Dates
    • File / Folder Paths
    • Linking to Other Applications
  • Class List
  • Create Email
  • Credit Hold
  • Credit Terms
  • Customer Order Table
  • Customer Premises Equipment
  • Customer Types
  • Edit Customer Locked Fields
  • Edit Window Field Names
  • Edit SO Locked By Current User
  • Employees and Sub-contractors
  • Entering and Copying Orders
    • Customer Orders Table
  • Expense Items
  • Expense Tracking and Reporting
  • File Manager
  • Global CPE Table
  • Global Customer Settings
  • How To Charge Service Order
  • Invoice and Order Messages
  • Job and Order Type List
  • Labor Log Maintenance
  • Labor Rates
  • Login and Security Settings
    • User Security Options
  • Lots ~ Standard Text
  • Main Menu Bar Icons
  • Managed Services Plans
  • Order Status
  • Other Lookup Tables
  • QB Job Info
  • QuickBooks Data Used By SWORD
    • Customer Master Fields
  • Report Titles
  • Sales Commission Log
  • Sales Tax Table
  • Service Management ~ Policy & Procedure Tips
    • Service Work Orders
      • Sales Agreement Orders
      • Pre-field Survey Orders
      • Work Orders with Parts
      • Equipment Repairs
      • Follow-up Work Orders
      • Canceling Work Orders
      • Help Desk Orders
    • Customer Service Phone Calls
    • Routing
    • Processing Technician Paperwork
    • Service Order Entry Procedures
      • Creating a Service Order
        • Adding Labor and/or Material ITEMs
        • Assignment Log Tab
      • Material and Labor Tab
      • Service Order (SO) Scheduler
        • Scheduling Calendars
          • Day Schedule Calendar
          • Week Schedule Calendar
          • Month Schedule Calendar
        • Sending SOs via Skype
      • Work Sequence Numbers
        • Work Sequence on a Service Order
        • Work Sequence Default Settings
      • Service History
    • Surveys
      • Creating a Survey
      • Posting Survey Results
      • Printing Survey Results
  • Set View and Archive Flags
  • Ship Via
  • Signing-out Material
  • SO Status File
  • Spell Check
  • States
  • SWORD IP Server Settings
  • Time Clock and Labor Log
  • Types of Commission
  • User Defined Help System
  • User View Levels for Service Orders
  • View Levels for Service Orders
  • View Service Order Logs
  • Zip Code Lookup Table
• Buy On-line
• Configuration and Installation Tips
  • Recommended Configuration for Multiple Users
  • Installing SWORD on a LAN
  • Remote Desktop Connection
  • Set the default data path
  • Software License Registration
• Download SWORD: Service Management Software Files
• How is SWORD: Service Management Software Used?
• SWORD: Service Management Software Options
• What do the software version numbers mean?
• Who Uses SWORD: Service Management Software?
• Appendix
  • Frame Work
  • Referenced Links

© ACCESS BUSINESS COMMUNICATIONS, INC.