Editing SMO versus SME

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| Deployment ||  || On-Premise or Hosted Client/Server || Saas/Cloud || SME offers hosting option. SMO requires no additional equipment for customer
 
| Deployment ||  || On-Premise or Hosted Client/Server || Saas/Cloud || SME offers hosting option. SMO requires no additional equipment for customer
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| Pricing ||  || $1195 per concurrent user plus $200/license/year || $30/user/month || SME pricing not including hosting
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| Office Users per concurrent || 3 || $1195 || $30 || SMO pricing still in planning
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| Tech Users per month || 5 || $20 || $30 || SMO may have tiered pricing
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| QuickBooks sync || || QB Desktop || QB Online || SMO future will sync with QB Desktop also
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| QuickBooks sync pricing || || $795 - $1595 per company || Included ||
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| Auditing || || $1295 per company || No ||
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|Investment || First Year || $5580 || $2880 ||
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| || Second Year and Beyond || $2000 || $2880 ||
 
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| Sales || || || ||
 
| Sales || || || ||
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| || Account || Yes || No ||
 
| || Account || Yes || No ||
 
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| || Rates || Yes || No ||
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| || Install Info || Yes || No ||
 
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| || Customer History || Yes || Yes ||
 
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| || Notifications || Yes || No ||
 
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| || Stored Documents || Yes || Yes ||
 
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| || Notes || Yes, multiple types || Yes ||
 
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| || Activities || Yes || No ||
 
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| || Custom Tabs || Yes || Yes ||
 
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| Contacts || Contacts || Yes || Yes ||
 
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| Maintenance Contracts || || Yes || No ||
 
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| || Contract Management: Hours or Dollars || Yes, Prepaid Hours & Services || No ||
 
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| Customer Equip || Inventory/Fixed Assets/Equipment || Yes || No ||
 
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| Service || Service Orders || Yes || Yes || SMO has "jobs"
 
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| || Service Requested || Yes || Yes || SMO need message types
 
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| || Service Performed || Yes || Yes || SMO need message types
 
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| || Item List || Yes || Yes ||
 
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| || Labor/Task || Yes || Yes ||
 
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| || Materials || Yes || Yes ||
 
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| || Services || Yes || Yes ||
 
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| || Link to Equip/Fixed Assets || Yes || No || SMO: need improved design from SME
 
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| || Assets || Yes || No || SMO: Link Customer fixed assets and Tenant fixed assets to order
 
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| || Subcontractors || Yes || Yes || SMO: Not a separate tab for subcontractors
 
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| || Assignments || Yes || Yes ||
 
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| || Stored Documents || Yes || Yes ||
 
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| || Notes || Yes || Yes ||
 
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| || Custom Tabs || Yes || Yes ||
 
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| || Close Order || Yes || Yes ||
 
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| || Invoice Order || Yes || Yes ||
 
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| || Taxes on Order || Yes || No || SMO: Need to show on orders and total
 
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| || Rental || Partial || No ||
 
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| Install || Install Orders || Yes || No ||
 
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| Projects || Projects || Yes || No || SMO: Jobs
 
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| Scheduled Service || || Yes || No ||
 
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| Recurring Order || || Yes || No ||
 
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| Time Entry || Tech enters time to job/order || Yes || Yes || SMO: Tech time entry, weekly time entry, supervisor time entry
 
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| Dispatch/Schedule || || Yes || No ||
 
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| Signature || Capture and Display || Display Only || Yes ||
 
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| Receivable || || || ||
 
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| || Invoicing || Yes || No || SMO: Invoices sync into QBO
 
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| || Payments || Yes || No || SMO: Handled in accounting
 
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| || Recurring Invoices || Yes || No ||
 
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| Inventory || || || ||
 
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| || Inventory Stock || Yes || No || SMO: Handled in accounting
 
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| || Packages || Yes || No ||
 
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| || Service Items || Yes || Yes ||
 
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| || Vendors || Yes || Yes || SMO: entities
 
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| || Purchase Orders || Yes || No ||
 
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| || Returns || Yes || No ||
 
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| || Transfers || Yes || No ||
 
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| Assets || Assets || Yes || No || SMO: Fixed assets for customer and tenant
 
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| Help Desk || Help Desk || Yes || No || SMO: Work orders only
 
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| Reports || Show Reports || Yes || Partial || Build out required reports
 
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| || Customize Reports || Yes || No || SMO: Need tenant security
 
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| || Full reports available, and business || Yes || No ||
 
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| Users || || Yes || Yes ||
 
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| User Groups or Roles with Security || || Yes || Yes || SMO: Need user access security, grant rights for access
 
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| Company Settings || || Yes || Yes ||
 
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| Auto Email || Incoming emails go into the system || Yes || Future ||
 
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| || Incoming emails create order || Yes || Future ||
 
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| || Outgoing email on activity || Yes || Future ||
 
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| || Outgoing email on open order || Yes || Future ||
 
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| || Outgoing email on status change || Yes || Future ||
 
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| || Outgoing email on close order || Yes || Future ||
 
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| || Configurable email format || Yes || Future ||
 
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| || Configurable events for email || Yes || Future ||
 
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| || Outgoing event to Tech schedule || Yes || Future ||
 
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| Customer Portal || || Yes || Future ||
 
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| || Login || Yes || Future ||
 
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| || Select Jobsite || Yes || Future ||
 
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| || New Issue || Yes || No ||
 
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| || View Issues || Yes || Future ||
 
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| || View Service Orders/Jobs || Yes || Future ||
 
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| || View Install Orders || Yes || No ||
 
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| || View Invoices || Yes || No ||
 
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| || Help Desk Info || Yes || Future ||
 
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| || Show Equipment || Yes || Future ||
 
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| || Show Documents || Yes || Future ||
 
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| || Show info (aging) || Yes || No ||
 
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| || Create account || Yes || No ||
 
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| || Add service order/job || Yes || Future ||
 
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| SME Mobile-Techs || || || ||
 
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| || Login || Yes || Yes ||
 
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| || View Service Orders/Jobs || Yes || Yes ||
 
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| || View Install Orders || Yes || No || Only one type of work order in SMO called "jobs"
 
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| || View Invoices || Yes || Yes ||
 
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| || Help Desk Info || Yes || No ||
 
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| || Add service order/jobs || Yes || Yes ||
 
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| || Mobile Support || Yes || Yes ||
 
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| Sub Portal || || || ||
 
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| || Login || Yes || Yes ||
 
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| || View Service Orders/Jobs || Yes || Yes ||
 
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| || View Install Orders || Yes || No ||
 
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| || View Invoices || Yes || No ||
 
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| Settings || || || ||
 
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| || International/Global || English Only || Any Language || SMO just needs label conversion file
 
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| || Edit Account || Yes || Yes || SMO managed by company/tenant admin only
 
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| || Change Password || Yes || Yes ||
 
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| || Forgot Password || Yes || Yes ||
 
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| || Logout || Yes || Yes ||
 
 
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