Editing SMO versus SME

Back to [[SMO]] main page

SMO and SME are for very different markets and businesses
<br>
This guide will help determine if your business should use SMO or SME

Choose SME if your business needs the following capabilities:
* [[Inventory]] Management: SME has extensive inventory management with multiple warehouses, serialized inventory, and detailed inventory counts.
* On-premise solution: SME is offered on-premise on your in house servers.
* Microsoft SQL Server: SME runs on Microsoft SQL server allowing you to leverage other MS SQL tools and capabilities.
* [[Recurring Invoices]] and [[Recurring Orders]]: SME handles robust recurring invoices and orders.
* [[Maintenance Contracts]]: SME supports maintenance contracts connected to customer equipment and recurring invoices.
* [[Customer Equipment]] Management:  SME has extensive customer equipment management with hierarchical views, warranty tracking and custom fields
* QuickBooks Sync with [[SQLink - SME to QuickBooks synchronization]]: Most robust QuickBooks synchronization in the market with QuickBooks Gold certification.


Choose SMO if your business needs the following capabilities:
* Online, hosted, Software as a Service (SaaS) solution so no servers or infrastructure is required for your business
* High speed, searchable, online solution available on any browser including Windows PC, Apple Mac, iPad, iPhone, Android, Smartphones, and Notebooks.
* Help Desk ticketing system
* Work Orders with items, tasks, and totals
* Item management without inventory management
* QuickBooks or QuickBooks Online Sync through Intuit Anywhere and Intuit Sync Manager on Intuit Partner Platform

===Detailed Comparison, SME vs. SMO===

{| class="wikitable"
|-
! Area/Module !! Feature !! SME !! SMO !! Notes
|-
| Deployment ||  || On-Premise or Hosted Client/Server || Saas/Cloud || SME offers hosting option. SMO requires no additional equipment for customer
|-
| Sales || || || ||
|-
| || Leads/Prospects || Yes || Yes ||
|-
| || Proposals || Yes || No || SMO has order status: proposal, approved, workorder, invoice
|-
| || Direct Marketing || Yes || No || 
|-
| || Email Marketing || Depricated || No || SMO API
|-
| Customers || || || || 
|-
| || Customers || Yes || Yes ||
|-
| || Customer sync with QB || Yes || Yes ||
|-
| || Customer/Job Site Hierarchy || Yes || Yes ||
|-
| || Account || Yes || No ||
|-
| || Rates || Yes || No || 
|-
| || Install Info || Yes || No || 
|-
| || Customer History || Yes || Yes || 
|-
| || Notifications || Yes || No || 
|-
| || Stored Documents || Yes || Yes || 
|-
| || Notes || Yes, multiple types || Yes || 
|-
| || Activities || Yes || No || 
|-
| || Custom Tabs || Yes || Yes || 
|-
| Contacts || Contacts || Yes || Yes ||
|-
| Maintenance Contracts || || Yes || No || 
|-
| || Contract Management: Hours or Dollars || Yes, Prepaid Hours & Services || No ||
|-
| Customer Equip || Inventory/Fixed Assets/Equipment || Yes || No ||
|-
| Service || Service Orders || Yes || Yes || SMO has "jobs" 
|-
| || Service Requested || Yes || Yes || SMO need message types
|-
| || Service Performed || Yes || Yes || SMO need message types
|-
| || Item List || Yes || Yes || 
|-
| || Labor/Task || Yes || Yes ||
|-
| || Materials || Yes || Yes || 
|- 
| || Services || Yes || Yes || 
|-
| || Link to Equip/Fixed Assets || Yes || No || SMO: need improved design from SME
|-
| || Assets || Yes || No || SMO: Link Customer fixed assets and Tenant fixed assets to order 
|- 
| || Subcontractors || Yes || Yes || SMO: Not a separate tab for subcontractors
|- 
| || Assignments || Yes || Yes || 
|- 
| || Stored Documents || Yes || Yes || 
|- 
| || Notes || Yes || Yes || 
|- 
| || Custom Tabs || Yes || Yes || 
|- 
| || Close Order || Yes || Yes || 
|- 
| || Invoice Order || Yes || Yes || 
|- 
| || Taxes on Order || Yes || No || SMO: Need to show on orders and total
|- 
| || Rental || Partial || No || 
|- 
| Install || Install Orders || Yes || No || 
|- 
| Projects || Projects || Yes || No || SMO: Jobs
|- 
| Scheduled Service || || Yes || No || 
|-
| Recurring Order || || Yes || No ||
|-
| Time Entry || Tech enters time to job/order || Yes || Yes || SMO: Tech time entry, weekly time entry, supervisor time entry
|- 
| Dispatch/Schedule || || Yes || No || 
|- 
| Signature || Capture and Display || Display Only || Yes || 
|-
| Receivable || || || ||
|- 
| || Invoicing || Yes || No || SMO: Invoices sync into QBO
|- 
| || Payments || Yes || No || SMO: Handled in accounting
|- 
| || Recurring Invoices || Yes || No || 
|- 
| Inventory || || || || 
|- 
| || Inventory Stock || Yes || No || SMO: Handled in accounting
|- 
| || Packages || Yes || No || 
|- 
| || Service Items || Yes || Yes || 
|- 
| || Vendors || Yes || Yes || SMO: entities
|- 
| || Purchase Orders || Yes || No || 
|- 
| || Returns || Yes || No || 
|- 
| || Transfers || Yes || No || 
|- 
| Assets || Assets || Yes || No || SMO: Fixed assets for customer and tenant
|- 
| Help Desk || Help Desk || Yes || No || SMO: Work orders only
|- 
| Reports || Show Reports || Yes || Partial || Build out required reports
|- 
| || Customize Reports || Yes || No || SMO: Need tenant security
|- 
| || Full reports available, and business || Yes || No || 
|- 
| Users || || Yes || Yes || 
|- 
| User Groups or Roles with Security || || Yes || Yes || SMO: Need user access security, grant rights for access
|- 
| Company Settings || || Yes || Yes || 
|- 
| Auto Email || Incoming emails go into the system || Yes || Future || 
|- 
| || Incoming emails create order || Yes || Future || 
|- 
| || Outgoing email on activity || Yes || Future || 
|- 
| || Outgoing email on open order || Yes || Future || 
|- 
| || Outgoing email on status change || Yes || Future || 
|- 
| || Outgoing email on close order || Yes || Future || 
|- 
| || Configurable email format || Yes || Future || 
|- 
| || Configurable events for email || Yes || Future || 
|- 
| || Outgoing event to Tech schedule || Yes || Future || 
|- 
| Customer Portal || || Yes || Future || 
|- 
| || Login || Yes || Future || 
|- 
| || Select Jobsite || Yes || Future || 
|- 
| || New Issue || Yes || No || 
|- 
| || View Issues || Yes || Future || 
|- 
| || View Service Orders/Jobs || Yes || Future || 
|- 
| || View Install Orders || Yes || No || 
|- 
| || View Invoices || Yes || No || 
|- 
| || Help Desk Info || Yes || Future || 
|- 
| || Show Equipment || Yes || Future || 
|- 
| || Show Documents || Yes || Future || 
|- 
| || Show info (aging) || Yes || No || 
|- 
| || Create account || Yes || No || 
|- 
| || Add service order/job || Yes || Future || 
|- 
| SME Mobile-Techs || || || || 
|- 
| || Login || Yes || Yes || 
|- 
| || View Service Orders/Jobs || Yes || Yes || 
|- 
| || View Install Orders || Yes || No || Only one type of work order in SMO called "jobs"
|- 
| || View Invoices || Yes || Yes || 
|- 
| || Help Desk Info || Yes || No || 
|- 
| || Add service order/jobs || Yes || Yes || 
|- 
| || Mobile Support || Yes || Yes || 
|- 
| Sub Portal || || || || 
|- 
| || Login || Yes || Yes || 
|- 
| || View Service Orders/Jobs || Yes || Yes ||
|- 
| || View Install Orders || Yes || No ||
|- 
| || View Invoices || Yes || No ||
|- 
| Settings || || || ||
|- 
| || International/Global || English Only || Any Language || SMO just needs label conversion file
|- 
| || Edit Account || Yes || Yes || SMO managed by company/tenant admin only
|- 
| || Change Password || Yes || Yes ||
|- 
| || Forgot Password || Yes || Yes ||
|- 
| || Logout || Yes || Yes ||
|}