Difference between revisions of "Getting Started"
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| + | Service Management Enterprise is a robust solution for your service business with a lot of functionality including work order management, field technician dispatch, and inventory tracking. The videos below are available to help you orient yourself in SME and get you started. | ||
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== Creating New Customers == | == Creating New Customers == | ||
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How to search customer records and find all job sites for a parent<br> | How to search customer records and find all job sites for a parent<br> | ||
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== Create a new Service Order == | == Create a new Service Order == | ||
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Print a standard service order ticket<br> | Print a standard service order ticket<br> | ||
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== Allocating Stock to a Service Order == | == Allocating Stock to a Service Order == | ||
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An easy way to place a purchase order for material on a service order<br> | An easy way to place a purchase order for material on a service order<br> | ||
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Service Management Enterprise is a robust solution for your service business with a lot of functionality including work order management, field technician dispatch, and inventory tracking. The videos below are available to help you orient yourself in SME and get you started. | Service Management Enterprise is a robust solution for your service business with a lot of functionality including work order management, field technician dispatch, and inventory tracking. The videos below are available to help you orient yourself in SME and get you started. | ||
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Scheduling technicians using Quick Schedule<br> | Scheduling technicians using Quick Schedule<br> | ||
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== Close and Invoice a Service Order == | == Close and Invoice a Service Order == | ||
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View the standard invoice in SME<br> | View the standard invoice in SME<br> | ||
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View the Customer Equipment module to see equipment installed on site<br> | View the Customer Equipment module to see equipment installed on site<br> | ||
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Latest revision as of 17:32, 14 June 2016
Service Management Enterprise is a robust solution for your service business with a lot of functionality including work order management, field technician dispatch, and inventory tracking. The videos below are available to help you orient yourself in SME and get you started.
Creating New Customers[edit]
Learn how to create a new customer record in SME
Create a parent customer record with multiple job sites
How to search customer records and find all job sites for a parent
Create a new Service Order[edit]
Create a basic service order
Add material and a service item to the order
Print a standard service order ticket
Allocating Stock to a Service Order[edit]
Learn how to check stock for material on a service order
Introduction to the Material Allocation window and Item Status
An easy way to place a purchase order for material on a service order
Service Management Enterprise is a robust solution for your service business with a lot of functionality including work order management, field technician dispatch, and inventory tracking. The videos below are available to help you orient yourself in SME and get you started.
Scheduling Technicians[edit]
Schedule technicians on the Dispatch window
Understand the link between the Dispatch window and labor items
Scheduling technicians using Quick Schedule
Close and Invoice a Service Order[edit]
Update order after technician has completed work in the field
Close the order and generate an invoice
View the standard invoice in SME
Customer History and Equipment[edit]
View a customer's service order history in customer history
View a customer's invoice in customer history
View the Customer Equipment module to see equipment installed on site