SMO versus SME

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Overview

SMO and SME are for very different markets and businesses
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

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