Points of Comparison
CRM
Vision
GlobalEdge
Customer Management
- ξCustomer Portal
- ξElectronic document management
- ξManage an unlimited number of customers and contacts
- ξReal-time text and email customer notifications
- ξGenerate customer marketing lists
Sales Management
- ξProspect management
- ξSales team activity management
- ξPipeline management
- ξCreate estimates and proposals
Scheduling & Dispatching
Vision
GlobalEdge
- ξTimeslot scheduling for service agreements
- ξSend customer notifications based on tech location
- ξCreate and manage multiple dispatch boards
- ξSchedule for jobs spanning multiple days
- ξManage recurring service agreements
- ξReal-time routing and navigation
- ξAutomatic preventive maintenance creation
Operations
Vision
GlobalEdge
Service Agreements
- ξSend mass email renewal notices
- ξAuto-replenishment for PM parts
- ξAutomatic credit card processing
- ξRecurring billing
- ξAutomatic invoice generation
- ξMultiple options for revenue recognition
- ξCustomizable task lists
- ξIntegrated PM items and part lists
Service Management
- ξTime & Material
- ξDefine custom labor rates and part markups
- ξSerialized equipment tracking
- ξWarranty tracking & management
Parts Order Management
- ξShip complete
- ξCreate drop ship orders
- ξPoint of Sale
Purchasing
- ξAutomatic parts replenishment
- ξVendor management
Job Management
- ξCreate and manage multiple change orders
- ξAdd and manage budget revisions
- ξHave an unlimited number of cost categories
- ξProgress and AIA billing
- ξWithhold AR retainage
- ξe-Signatures
Inventory & Warehouse
Vision
GlobalEdge
- ξSet an unlimited price list for parts
- ξAutomatic replenishment based on reorder methods
- ξAutomatic reorder methods based on inventory usage
- ξAdvanced inventory tracking for utilization with multiple cost methods
- ξGenerate barcode labels for inventory items
- ξSerialized inventory tracking
- ξDefine reorder controls for inventory items
- ξAbility to manage multiple warehouses
Accounting
Vision
GlobalEdge
Accounts Payable
- ξSend bulk purchase orders by e-mail
- ξAP Entry with pre-defined distributions by vendor
- ξAbility to withhold AP retainage
- ξAbility to manage multiple vendor locations
Accounts Receivable
- ξMass send customer statements by e-mail
- ξMass send customer invoices by e-mail
- ξPoint of sale entry
- ξBuilt-in credit card processing
- ξSwipe credit cards in the field
General Ledger
- ξManage multiple entities within one database
- ξManage more than one balance sheet
- ξCustomizable chart of accounts that provides enhanced security to prevent inaccurate postings
- ξManage more than one income statement
- ξRecurring journal entries
Reporting & Analytics
Vision
GlobalEdge
- ξReal-time AR Dashboard
- ξAbility to create reports & dashboards
- ξOut of the box reports by module
- ξFinancial statements & reports
- ξRevenue tracking
Field Management
Vision
GlobalEdge
- ξFleet management
- ξTechnician mobile app
- ξLive map GPS tracking
- ξMobile inventory management
- ξDriver profiles
Human Resources
Vision
GlobalEdge
- ξEmployee records management
- ξBuilt-in payroll system
- ξCommission tracking
- ξTime clock entry for office employees
- ξTimesheet entry from the field
- ξTechnician skillset tracking
3rd Party Integrations
Vision
GlobalEdge
- ξGlobalWarranty
- ξPartsPath
- ξQuickbooks
- ξSage Accounting
- ξUPS (for parts distribution)
- ξXOi Technologies
- ξAvalara
- ξInsight Software
- ξJotform
- ξServiceChannel
- ξVixxo
- ξCorrigo
- ξEcotrak
- ξThe Seal
Deployment Model
Vision
GlobalEdge
- ξCloud Based
- ξHosted on Premise
- ξAccess through Web Browser
- ξGraphical User Interface (GUI)
One system. Greater efficiency.
A bigger bottom line.
Learn more about how Davisware's field service management software can help you:
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