SWORD FIELD SERVICE MANAGEMENT SOFTWARE | USER GUIDE

Contents | Index

- [ -

[ ] On Managed Services Contract

[ Print Selected ] button

[ Survey Analysis ] button

- A -

About Security

Accounts Receivable

ACD

active and past Service Orders

Active Service Orders TAB

Activities That Require Follow-up'

Add Customer button

Additional Managed Service Plans

Additional service plans

Additions, Moves or Changes

Administration Tab

Agreement

Audit Orders for Billing

	Program Administration (Setup & Procedures)
	FAQ

Auditing Service Orders

Auditing Service Orders for Billing

'Auto Update CPE'

Auto Update MSC Status

automatic call distributor

- B -

Bill of Material and Labor TAB

Browse Company Defaults File

Browse User Security

- C -

Canceling Work Orders

Chart of Accounts

	Program Administration (Setup & Procedures)
	Chart of Accounts
	QuickBooks Data Used By SWORD

Check for Expiration Dates button

Class List

Company default settings

Company Default table

Company Setup

	Program Administration (Setup & Procedures)
	Company Setup

Company Setup Module

component items

computer-desk icon

ComSystemsPro

	Equipment Entry & Migration
	CPE Components

conditional terms

Copy Tagged Items

Copy Tagged Items button

CPE

CPE & Managed Service Contracts

CPE Components

CPE Systems Component TAB

CPE Warranty or Plan expiration dates

CPE/SYSTEMS COMPONENTS TAB

create a survey

Creating a Survey

Credit Hold

Credit Terms

Credit Terms table

CRM

CRM follow-up table

CRM icon

CSP Agreement

CSP Agreement Items

CSP Sword No. field

Currently Edited field

Custom Fields

Customer Contacts and Memorized Settings TAB

Customer CPE Systems Table

Customer Master Record

	User Defined Customer Fields
	Equipment Entry & Migration

Customer Master Reference Number

	Edit Customer Locked Fields
	FAQ

Customer Premises Equipment

	Program Administration (Setup & Procedures)
	Customer Premises Equipment
	Customer Master Data

Customer Reference #

Customer Reference Number field

Customer Relationship Management

Customer Service Representative

Customer Surveys

Customer Types

Customer Types Table

Customer:Jobs

Customers.IIF

- D -

Default Survey Questions

Delete button

- E -

EDIT CUSTOMER LOCKED FIELDS

Employee and Sub-contractors

employees and sub-contractors

Equipment +MSC TAB

Equipment Entry & Migration

Equipment Repairs

Equipment TAB

Expense Items

- F -

F7 key

	Spell Check
	Customer Relationship Management

field to query

fields are locked or read only

FILE MANAGER

FILE navigation button

FILE Option

FILE PATHS tab

Filespec window

Follow-up Work Orders

- G -

Global CPE Table

Global Customer settings

	Program Administration (Setup & Procedures)
	Global Customer Settings

Goal for Service Response

- H -

Help Desk or Telephone Assistance Orders

help desk orders

help/user guide

How can I Spell Check my typing?

How To Charge Service Order

	Program Administration (Setup & Procedures)
	How To Charge Service Order

- I -

IMPORT OPTIONS TAB

IMPORT OPTIONS TAB.

imported

Importing Customers from QuickBooks

introduction

Introduction and Overview

Items

ITEMS in QuickBooks

ITEMS.IIF

- L -

Login

LOTS

- M -

Main Menu

Main Menu Browse

Maintenance Expiry

Maintenance Plans

Maintenance Service Contracts

Managed Service Contracts

	Managed Services Plans
	Managed Service Contracts

Managed Services Plans Table

Master Survey List

MSC

	Managed Services Plans
	Managed Service Contracts

MSC Plan Table

MSC start date

- O -

On MSC?

one-time startup process

Open CRM @ Login checkbox

Operator

Order Status tab

overview

- P -

Password

PATH TO THE ITEMS.IIF FILE

Personnel Labor Assignments

Posting Invoices

Pre-field or Job Site Survey Orders

Print Service Log button

priority handling

Program Administration

- Q -

QB CUSTOMER button

QB Customer Fields

QB Inventory button

Query Button

Query Button on the Items Browse Table

Query On Customer

Query On Items

QuickBooks

QuickBooks ITEMS.IIF

QuickBooks Items.iif file path

- R -

Reassigning a Service Order

Refresh Table

Reminders

Report & Form Editor

Report Builder

Report Builder Main Menu

Report Titles

Response Goals

- S -

Sales Agreement or Contract Work Orders

Sales Commission Log for Administration

Sales Commission Log for Sales Reps

Sales Tax

Sales Tax table

SCA

	QuickBooks Data Used By SWORD
	Transfering SO to QuickBooks

Security Setting

Service Order

Service Order Entry

Service Order Entry and Editor Window

Service Order history

Service Order Logs

SERVICE ORDER POPUP MESSAGE

Service Order Types

Service Orders

Ship Via

shipping methods

Show ITEM in SWORD field

SINGLE USER

SITE DESCRIPTION field

SO

	Equipment Entry & Migration
	QuickBooks Data Used By SWORD

SO create/edit window

Special Commerce Agent

Spell Check

State Abbreviations

STATES table

STATUS

Supervisor security

Survey button

Survey Form

Survey List

Survey Questions

Survey Reports

Survey tab

Surveying

SWORD CPE Component Table

SYSTEM MANAGER

	Company Setup
	Global Customer Settings
	File Manager

System User checkbox

- T -

tab for Questions 6 through 10

TAG

track an MSC

track warranty

transfers

	QuickBooks Data Used By SWORD
	Transfering SO to QuickBooks

Type of Personnel

- U -

unlock the Service Order

Unlocking a Service Order

User Defined Field Labels

User Defined Fields

User Level(s)

User Security button

- V -

Value for the query

View Level

View SO Items

- W -

Warranty Expiry

Work orders with Parts / Material