SWORD Administration & User Guide
Introduction Overview
Main Menu Bar Icons
Who Uses SWORD?
Program Administration (Setup & Procedures)
Audit Orders for Billing
Company Setup
Multi-level Security
Browse User Security
Global Customer Settings
Customer Premises Equipment
Chart of Accounts
Customer Types
Class List
Credit Terms
Expense Items
How To Charge Service Order
Inventory Admin
Importing Items From QuickBooks
Using Query on the Items Table
Invoice and Order Messages
Job and Order Type List
Labor Rates
Lots ~ Standard Text
Managed Services Plans
QB Job Info
Ship Via
Sales Commission Log
Types of Commission
Sales Tax Table
Report Titles
States
Set View and Archive Flags
Order Status
File Manager
Edit Customer Locked Fields
Edit SO Locked By Current User
User View Levels for Service Orders
Signing-out Material
View Service Order Logs
Customer Master Data
Customer Master Reference Number
User Defined Customer Fields
Equipment Entry & Migration
Customer Relationship Management
Service Order PopUp Messages
Site Description
Service Order Entry Procedures
Service Order Entry
Service Order (SO) Scheduler
Billing Procedures
Auditing Service Orders for Billing
Credit Hold
QuickBooks Data Used By SWORD
Transfering SO to QuickBooks
Managed Service Contracts
MSC Plan Names
CPE & Managed Service Contracts
CPE Components
Surveys
Creating a Survey
Posting Survey Results
Printing Survey Results
Quoting Service or Maintenance Plans
Report Builder
FAQ
SWORD ~ 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
ComSystemsPro
ABCI Software
Order Online

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