Service Management Software & Work Order Software



Project Management & Task Planning for Service Industry

With the project module you can track, update, plan, dispatch, schedule, and invoice any project large or small. User friendly drop down menus and updated tracking keeps even large projects simple to manage.

Features:

  • Complete financial and project totals
  • Progress bar for project completion and status notification
  • Project planner for dispatch and scheduling
  • Stored document management
  • Task management
  • Create multiple orders or invoices from one proposal to manage large phased projects
  • Automatically updated project totals when proposal changes are made
  • Include any or all of the following:
    • Invoices
    • Proposals
    • Service Orders
    • Installation Orders

Benefits:

  • All encompassing overview of project
  • Assign proposals, service, work, and install orders or invoices to projects with drop down menus
  • Any changes to proposals, invoices, and orders automatically updates and corresponds with any view or module within SME
  • Dispatching, scheduling, billing, and notifications all available within the same module for easy task management and deployment
  • Job costing information and progress tracking

Project Management
Project Management in SME Screenshot

Associated Service Orders
Associated Service Orders in SME Project Screenshot

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