New Customers Start Here
The Customers module tracks every aspect
of your most valuable asset, your customers.
Inventory Management provides a complete
collection of comprehensive inventory control tools
allowing you to quickly and easily
manage your entire inventory
Setup SME to fit your business. Setup User
Groups, assign usernames and passwords.
Learn about the different ways available to schedule
and dispatch your technicians.
| Service and Install Module
Create service or install orders for your customers.
Also setup recurring service orders.
Convert service orders to invoices or create a new
itemized invoice. Setup recurring
invoices linked to maintenance contracts.
Learn how to copy a standard report and customize
to fit your business
|SME and QuickBooks Sync
Synchronization between SME with QuickBooks
for a full business solution
Searching and Navigating
Common / Other
There are tools in SME you will use throughout
all the modules.
Help Desk Module
Track issues and build your knowledge base in the
Help Desk module.
Track leads and proposals in the